Skip to main content

SSO: Setting up GSuite

Christian Dreyer avatar
Written by Christian Dreyer
Updated over 5 months ago

In this support article, we will walk you through the process of setting up Google Suite SSO for Planhat, ensuring a seamless experience for your users.

Important: Before starting to set up SSO with GSuite it is important that you have the correct administrator settings. You must be an admin in Planhat and have a Super Administrator Account in Google Workspaces.

There are two parts to setting up Google Suite, which we'll cover step-by-step:

  1. Set up Google Suite SSO

  2. Configure Planhat SSO settings

  3. Test

Set Up Google Suite SSO

Follow the steps below to add Planhat as a custom app in GSuite

  1. In the Admin console, go to Menu > Apps > Web and mobile apps

  2. Click on "SAML apps"

  3. Click on add "Add custom SAML app"

  4. On the App Details page:

    1. Enter the name of the custom app.

    2. (Optional) Upload an app icon. The app icon appears on the Web and mobile apps list, on the app settings page, and in the app launcher. If you don't upload an icon, an icon is created using the first two letters of the app name.

  5. Click Continue.

  6. In Planhat, navigate to the "Settings" Global Tool > Security > Login & Authentication > Login Method and choose "SAML 2.0 (GSuite)". Click "Show Instruction"

    Click the image to view it enlarged

  7. Copy the "SAML 2.0 Endpoint (HTTP)" (Called ACS URL in Planhat) values from Planhat (your equivalent to that shown in the example screenshot above)

  8. Copy the "Entity ID" values from Planhat (your equivalent to that shown in the example screenshot above)

  9. Return to the Google Suite admin console and paste the copied values into the corresponding fields

  10. Scroll down and click on "Attribute Mapping"

  11. Map the user attributes between Google Suite and Planhat, such as Name, Email, and any other relevant fields

  12. Save the settings

    1. Copy the "Entity ID"

    2. Copy the "SAML 2.0 Login URL"

    3. Copy the "Certificate"

Configure Planhat SSO Settings

  1. In the Planhat admin console, navigate to navigate to the "Settings" Global Tool > Security > Login & Authentication (if you're not already there)

  2. Enter the "Entity ID" into the corresponding field in Planhat

  3. Enter the "SAML 2.0 Login URL" (Called SSO URL in Planhat )into the corresponding field in Planhat

  4. Enter the "Certificate" (called Verification Certificate in Planhat) into the corresponding field in Planhat

  5. Save the settings

Test

  1. Log out of Planhat (if you're currently logged in)

  2. Open a new browser tab and navigate to your Planhat login page

  3. Click on the "Sign in with SSO" button or a similar SSO login option

  4. You should be redirected to the Google Suite login page

  5. Enter your Google Suite credentials (if prompted)

  6. Upon successful authentication, you should be redirected back to Planhat and logged in automatically

Note: This guide assumes that you have a valid subscription to both Google Suite and Planhat. The steps and options may vary slightly based on the specific versions or updates of these platforms. Always refer to the official documentation or contact the respective support teams for the most accurate and up-to-date instructions.

Did this answer your question?