Okta

How to Configure SAML 2.0 for PlanGrid

Contents


Supported Features

The Okta/PlanGrid SAML integration currently supports the following features:

  • IdP-initiated SSO
  • SP-initiated SSO

Configuration Steps

  1. Login to the PlanGrid Admin Console at: https://enterprise.plangrid.com/.

  2. Select the organization for which you're setting up SSO:

    plangrid1.png

  3. Select SINGLE SIGN ON from the left menu, then click ADD PROVIDER:

    plangrid2.png

  4. Select Okta as your Provider, then click SELECT:

    plangrid3.png

  5. Enter the following:

    • Identity provider single sign on URL: Copy and paste the following:

      Sign into the Okta Admin Dashboard to generate this variable.

    • Identity provider issuer: Copy and paste the following:

      Sign into the Okta Admin Dashboard to generate this variable.

    • Provide SAML XML metadata: Select Read from URL.

    • Metadata URL: Copy and paste the following:

      Sign into the Okta Admin dashboard to generate this value.

    • Click SAVE:

    plangrid4.png

  6. On the next screen, select GO TO USERS:

    plangridnew.png

  7. Select a required user(s), then click ENABLE SSO:

    plangrid5.png

  8. Done!


Notes

The following SAML attributes are supported:

    Name Value
    User.Email user.userName

SP-initiated SSO

  1. Open the PlanGrid login URL: https://app.plangrid.com/login.

  2. Enter your Email address.

  3. Click Next:

  4. plangrid6.png