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Planview Customer Success Center

Planview Admin Settings

What Settings Can I Manage for Planview Admin?

On the Settings tab, administrators can enable global Planview Admin features to enable Planview ID functionality, enable the sending of invitation emails, and enable single sign-on (SSO) functionality.

           

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The Planview Admin Settings tab

           

The following table describes the screen elements and the tasks administrators can perform on the Settings tab of Planview Admin.

Option Description
Enable Planview ID

Enables Planview ID functionality for your organization.

           

NOTE

Enabling Planview ID on this tab does not automatically activate Planview ID for each application environment. You must activate Planview ID individually for application environments on the Products tab.

           

Send invitation emails

Enables Planview Admin to automatically send emails inviting users to create their Planview ID account.

Enable Single Sign On

Enables the Single Sign On (SSO) functionality for your organization. If your organization already uses SSO, you must first configure your SSO provider to work with Planview Admin before enabling SSO in Planview Admin.

Enabling this option shows additional SSO configuration options. See Enabling SSO in Planview Admin for the full procedure.

Save Saves all Planview Admin setting changes.
Cancel Cancels any Planview Admin setting changes you made.