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