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
Account    
  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.
  Planview.Me Allows you to create views for Planview.Me.
  OKRs

Allows you to manage the following functionality for connected AgilePlace and Portfolios environments:

OAuth2 credentials   Allows you to create persistent credentials to connect to Planview Admin.