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Adaptive Planning
Last Updated: 2023-06-23
Enable SAML SSO for all Users

Enable SAML SSO for all Users

After you complete configuring and testing SAML SSO using an IdP, you can then enable SAML SSO for all your users.
If you don't enable SAML SSO, then standard users can sign in from the standard Adaptive Planning sign-in page. Example: https://login.adaptiveplanning.com/app.
Based on the location of your Adaptive Planning instance, your authorization URLs and API endpoints can vary. For more information, see Adaptive Planning Authentication URLs and IP Addresses.

Enter Federation IDs

If you selected SAML Federation ID as the SAML user ID on the Manage SAML/SSO Settings page, you will need to enter federation IDs for each user you want to have access to the application. There are two ways to do this, individually by hand or in bulk by uploading a spreadsheet.
If you selected a different SAML user ID than Federation ID, go to the
Enable SSO for All Users
 section.
Add Federation IDs Manually
  1. In
    Adaptive Planning
    , go to
    Admin > Edit User
     and select the user that you want to give access to.
  2. Enter the email address from your Okta or PingOne account as the
    SAML Federation ID
     for the user.
  3. Repeat for each user who need access.
Upload a Spreadsheet of Federation IDs
  1. Log in to
    Adaptive Planning
    .
  2. Go to
    Admin > SAML SSO Settings
    . If the link is not available, open a support case from the Workday Customer Center.
  3. Click
    Update Users
     in the upper right. The
    Update Users
     dialog opens.
  4. Download the template to your computer and enter the federation IDs for your list of users.
  5. In the
    Update Users
     dialog, click
    Browse
    .
  6. Select the template file you filled out above.
  7. Click
    Open
    .
  8. Click
    Save
    .

Enable SSO for All Users

After testing your setup and entering Federation IDs if applicable, you can enable SSO for all of your users from
Adaptive Planning
.
  1. Go to
    Admin > Edit User
    . Check that SAML Federation IDs are present for all users.
  2. Go to
    Admin >
    SAML SSO
    Settings
    .
  3. In the
    Enable SAML
     section, select either
    Allow only SAML SSO
     or
    Allow SAML SSO and direct
    Adaptive Planning
     login
     to enable SAML SSO for your entire instance.