Steps to configure single sign-on for Liquidplanner

  1. Log into Zoho Vault as an administrator.
  2. Navigate to Apps > Manage Apps > Add Supported App.
  3. Search for and select Liquidplanner. 
  4. Enter the company ID in the Application Settings page and click Next.
  5. Copy the Zoho Vault details from the screen or download the details as a metadata file by clicking the Download MetaData File option.
  6. Click Next.
  7. Select users to have single sign-on permissions for Liquidplanner. You can revoke user access at any time.
  8. Click Save. 

Liquidplanner configuration steps

  1. Log into Liquidplanner as an administrator.
  2. Click the User Profile picture that appears on the top-right corner of the screen and select Settings. 
  3. In the left-hand navigation, select Single Sign On Configuration.
  4. Select Configuration.
  5. Paste the Login URL, Logout URL, and IdP certificate, copied from the Zoho Vault IdP details page.
  6. Click Save.
  7. Go to Enable SSO.
  8. Change the radio button from No to Yes to enable SSO for your workspace.
  9. Click Save.
  10. Other settings:
  • If you want all the workspace members to be able to use SSO at the same moment, select Yes for Enable SSO for All Members.
  • If you want all the new workspace members to be automatically configured with SSO, select Yes for Enable SSO for All New Members by Default.
  • To move one member or a group of members into SSO Enabled, select them from the SSO Disabled box and use the >> arrows to move them to SSO Enabled. You can also move all members at once with the Move All => button.

    11. Click Save.