Configuring Sage People for Team Member SSO to PlanSource

  1. Go to Setup > Apps > Connected Apps > Manage Connected Apps.

  2. On the Connected Apps page select the Master Label for the Benefits(US) SSO Connected App.

  3. On the Benefits(US) SSO Connected App Detail page select Edit Policies:

    Screenshot: Selecting Edit Policies on the Benefits(US) SSO connected app detail page

  4. In the OAuth Policies section, Permitted Users picklist, select Admin approved users are pre-authorized.

  5. Select Save.

  6. On the Connected App Detail page, scroll down to the Profiles and Permission Sets Related Lists.

    • To enable users assigned to specific Profiles to use SSO, select Manage Profiles and then select the Profile(s).

    • To enable users assigned to specific Permission Sets to use SSO, select Manage Permission Sets and then select the Permission Set(s).

  7. Select the App Launcher and then the Benefits(US) package.

  8. Select the Settings tab.

    Sage People displays the Settings page.

  9. In the Employee SSO Start Point field enter the value you recorded from the PlanSource System Administration > System > Single Sign OnOpenId tab.

    You can also use this URL to test the SSO configuration by inserting it in the address bar.

  10. Select Save.