Portfolio Manager (LiquidPlanner)
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May 11, 2022 | Release 29 | Single Sign-On

Single Sign-On (SSO) was added in Release 29 .

We now support Single Sign-On! Organizations on the Ultimate Plan can enable SSO under Administration in the left-side navigation. SSO is also included in the Ultimate trial and Premium features trial.

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LiquidPlanner supports SAML 2.0 (Security Assertion Markup Language) , which allows for the use of SSO, using enterprise identity providers such as Active Directory and LDAP. Enabling Single Sign-On via SAML 2.0 means that user authentication is handled entirely outside of LiquidPlanner.

This is what you need to have in place in order to configure SSO:

  • Your SSO Identity Provider is SAML 2.0 based, set up and fully configured.

  • You know your ‘SAML 2.0 URL’. Also known as the Remote Login URL for your SAML server/service and sometimes called SAML Single Sign-on URL.

  • You know your Issuer URL.

  • You have a SSL certificate.

LiquidPlanner supports Single Sign-On with these providers:

  • Onelogin

  • Okta

Learn how to setup SSO in your workspace in academy .