SSO

Single Sign-On (SSO) allows users to log in to Planfix using their corporate account. SSO simplifies authorization and increases security when working in the system.

Benefits of Use

• Simplified login — users access all corporate services, including Planfix, with a single account.
• Enhanced security — login is only possible through a corporate provider with established security policies.

How to Connect

• SSO setup is performed by the Primary Account Admin.
• Go to Account Management — Integrations — Single Sign-On.
• Select the required provider and activate it.
• Add the necessary parameters in the settings.
• Save the settings and perform an authorization test.

Important: Proper SSO operation requires prior configuration on the provider’s side.

Supported Providers

• Okta
• Entra

Concepts

SCIM-Provisioning — centralized employee management. This standard automatically creates, updates, and disables accounts in Planfix. All changes come directly from the SSO provider.

• If an employee logs in to Planfix via SSO for the first time and does not have an account, the system will create it automatically. All data will be pulled from the SSO provider—nothing needs to be entered manually.
• If an employee is deactivated in SSO, their account will also be automatically deactivated in Planfix.

Note that SCIM-Provisioning is available for providers Okta and Entra.