SSO Integration with Okta

Setting up PlanGrid Single Sign-On (SSO) in Okta
Setting up PlanGrid

  

Setting up PlanGrid Single Sign-On (SSO) in Okta
      i. On Okta, navigate to the applications tab
     ii. Click “Add Application”

    iii. Click “Create New App”

1. For the “Platform” choose “Web”

2. For the “Sign on method” choose “SAML 2.0”

3. Click “Create”

             iv. For the General Settings tab:

1. Set the “App name” as “PlanGrid”

2. Click “Next”

             v. For the Configure SAML tab:

1. Set the “Single Sign on URL” to “https://app.plangrid.com/saml”

2. Set the “Audience URI” to “https://io.plangrid.com/sessions/saml/metadata”

3. Set the “Application username” to “Email”

4. Under “Attribute Statements” add
   a. Set “Name” to “User.Email”
   b. Set “Value” to “user.email”

5. Click “Next”

            vi. For the “Feedback” tab:

1. Select “Internal App”

2. Click “Finish”

            vii. Click “View Setup Instructions”. This has information needed for configuring PlanGrid

Setting up PlanGrid

i. Sign into Admin Console

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

iii. Go to the SSO Configuration Tab 

iv. Click "Add Provider"

1. Select Okta
   

v. Fill in the fields with

1. Copy Okta’s value for “Identity Provider Single Sign On URL” into “Identity Provider Single Sign On URL”

2. Copy Okta’s value for "Identity Provider Issuer” into “Identity Provider Issuer”

3. Copy Okta’s “IDP metadata” into the “IDP Metadata”

4. Click “Save”

vi. Go to the organization users tab

vii. Select your account and hit "Enable SSO"

1. Click “Done”

viii. Open up https://app.plangrid.com/login in a new tab

ix. Log in with your email, which will automatically redirect you to Okta