Note: SSO is only available with the Premium or Enterprise Plans.
How To: Activate SSO using SAML
Follow these steps:
Login to the RTE Cockpit with a piplanning.io Admin account
Click on the SSO menu in the left pane navigation.
Select the Setup SAML v2 button.
Click on Activate
At this point, after you have activated SAML in the RTE Cockpit, to complete this setup just reach out to us via the In-App Messenger, Private Slack channel or email ([email protected]). Here is an overview of what happens next:
Our Ops team will complete some backend tasks and then we will share key data points for you to finalize the configuration of SAML. These data points are the following: Callback URL ACS / Issuer / Metadata URL
You will take that information and finishin configuring SAML in the RTE Cockpit etc., then provide us the: IDP Endpoint URL and Public Key.
We then finalize the setup and notify you to test.
Note: Typically we can do this asynchronously, and when needed finalize the set up via a live meeting.
Deactivate SAML
To deactivate SAML:
Again, with an Admin account, navigate to SSO menu in the RTE Cockpit.
Click on Delete SAML connection.
These straightforward steps allow for easy management of your SAML settings, ensuring your app’s security and user authentication process align with your organizational requirements.