Planview Admin Settings
What Settings Can I Manage for Planview Admin?
On the Settings screen, 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.
The Planview Admin Settings screen
The following table describes the screen elements and the tasks administrators can perform on the Settings screen of Planview Admin.
| Tab | Option | Description |
|---|---|---|
| Account | ||
| 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 screen.
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| Send welcome 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. | |
| Services | Allows you to manage services between Planview products. | |
| OKRs | Allows you to manage the OKR levels for objectives and key results (OKRs) for connected AgilePlace and Portfolios environments. |