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I am reaching out to seek guidance on the process of provisioning users from Azure Active Directory (Azure AD) into the Planview platform. Our organization is currently integrating various systems and it is crucial for us to ensure a seamless user management experience. We have already implemented Single Sign-On (SSO) for our users.

Could you please provide detailed information on the following:

  1. The steps required to set up user provisioning from Azure AD to Planview.
  2. Any prerequisites or configurations needed on both Azure AD and Planview.
  3. Supported attributes and user data that can be synchronized.
  4. How to automatically assign boards to users upon provisioning.
  5. Troubleshooting common issues that might arise during the provisioning process.
  6. Documentation or resources that we can refer to for further understanding.

Your assistance in this matter would be highly appreciated. We aim to implement this integration as efficiently as possible and any guidance you can offer will be invaluable.

Thank you for your time and support.

@N2APP If you have SSO enabled in Planview Admin, you will have to use the Customizable API Integration for user provisioning in AgilePlace

For user provisioning in AgilePlace, all necessary requirements and details are provided here: https://success.planview.com/Planview_AgilePlace/AgilePlace_API/User_Provisioning_API/010User_Provisioning_Capabilities

 

 


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