SSO is available on the Enterprise plan. Organization admins configure providers under Settings → SSO.
How sign-in works (SP-initiated)
Planasonix uses service provider (SP)–initiated SAML for launch:- The user starts at the Planasonix sign-in page and chooses SSO for your organization.
- Planasonix redirects the browser to your IdP with a SAML authentication request.
- After the user authenticates at the IdP, the IdP posts the assertion back to Planasonix’s Assertion Consumer Service (ACS).
- Planasonix validates the response and establishes the session.
Values your IdP needs
Open Settings → SSO, add or edit your SAML provider, and copy:
Copy these values exactly (including scheme and path). Trailing-slash mismatches are a common cause of login failures.
You can also download SP metadata from Planasonix when your IdP accepts a metadata URL or XML upload.
Configure SAML
1
Create the SAML app in your IdP
Register Planasonix as a service provider. Paste the ACS URL and Entity ID from Planasonix. Prefer signed assertions; Planasonix validates audience, issuer, signatures, and replay protections on the ACS response.
2
Exchange IdP metadata
In Planasonix, upload IdP metadata XML, or paste SSO URL, signing certificate, and related fields. Assign users or groups in the IdP so they can complete SSO.
3
Map attributes
Map email (and optional name / group claims) so Planasonix can identify users. Email-format Name ID is the usual choice.
4
Test from Planasonix
Use Verify on the provider (when available), then sign in from an private/incognito window starting at the Planasonix login page. Confirm the user lands in the correct organization.
Identity provider guides
Okta
SAML 2.0 app integration.
Microsoft Entra ID
Enterprise application + SAML.
Google Workspace
Custom SAML app.
Auth0
SAML or OIDC applications.
OneLogin
SAML application setup.
Generic OIDC
Issuer, client ID, and discovery.
Certificate rotation
Plan certificate rotation before IdP signing certificates expire. Upload the new certificate (or refreshed metadata), test with a pilot user from the Planasonix login page, then retire the old certificate. Failed rotation surfaces as login errors for all SSO users.Just-in-time (JIT) provisioning can create users on first successful SSO login when enabled on the provider. Otherwise, pre-provision accounts in Planasonix before cutover.
Related topics
Session policy
Timeouts and related session controls after SSO.
MFA
MFA when you are not using IdP-managed factors.
Plans and pricing
Enterprise tier features.
Teams and permissions
Roles after users are provisioned.