Planview Admin Settings
What Settings Can I Manage for Planview Admin?
On the Settings screen, administrators can enable the sending of invitation emails, enable single sign-on (SSO) functionality, and manage settings for services such as OKRs.
The following table describes the screen elements and the tasks administrators can perform on the Settings screen of Planview Admin.
| Tab | Option | Description |
|---|---|---|
| Services | ||
| Planview.Me | Allows you to create and manage views for Planview.Me. | |
| OKRs |
Allows you to manage the following functionality for connected AgilePlace and Portfolios environments:
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|
| Logbook | Allows you to manage your configuration for Logbook. | |
| OAuth2 credentials | ||
| Allows you to create persistent credentials to connect to Planview Admin and other associated products. | ||
| Notifications | ||
| Send welcome emails | Enables Planview Admin to automatically send emails inviting users to create their Planview ID account. | |
| SSO | ||
| Enable SSO for all |
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. |
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| IT Configuration | Your IT Team will use the information in this section to add Planview Admin to your SSO provider. | |
| Input Configuration | In this section, enter either a URL or XML metadata from your SSO provider to complete the SSO configuration. | |
|
Advanced Configuration |
Allows you to enable other options or add additional attributes to customize your SSO process | |
| Test sign-in | Allows you to test your current configuration. | |
| Organization configuration | ||
| Organization Branding | Allows you to upload light and dark mode images to co-brand your Planview Admin organization. | |
| Organization Details | Allows you to edit and/or view specific details for you Planview Admin organization. | |
| Security | ||
| Multi-factor authentication (MFA) | Allows you to manage your organization's MFA settings. |