Using Microsoft Entra (Azure AD) Login for Plannerly

This guide explains how to set up Microsoft Login for Plannerly using Microsoft Entra (Azure AD). It also shows how Plannerly adds security for your domain users so everyone must log in using Microsoft SSO.

1. Overview

Plannerly supports Microsoft Entra ID (Azure AD) as a secure sign-in option. Your team can authenticate using Microsoft work accounts.

To enable Microsoft Login, create an App Registration in your Microsoft Entra tenant and add one redirect URL.

2. Create an App Registration

Follow these steps in Microsoft Entra Admin Center:

  1. Go to  https://entra.microsoft.com 
  2. Open Entra ID in the left menu.
  3. Select  App registrations 
  4. Click + New registration.

Name the app Plannerly.

Under “Supported account types”, select:
Accounts in this organizational directory only

Under Redirect URI, choose Web and enter:

https://app.plannerly.com/

Click Register.

Microsoft automatically creates a corresponding Enterprise Application for user assignment and access control.

3. Assign Users Who Can Sign In

  1. Go to  Enterprise applications 
  2. Search for Plannerly.
  3. Open it and select Users and groups.
  4. Click + Add user/group.
  5. Select the users or groups allowed to sign in.
We recommend allowing everyone in your company to log in to avoid future access issues.

Click Assign.

4. Restrict Your Domain to Microsoft SSO Only

Plannerly can enforce Microsoft SSO for your domain.

  • Forces Microsoft login for your domain.
  • Blocks passwords, Google, Autodesk, Procore, and other methods.
  •  Ensures only assigned Entra users can access Plannerly. 

How to Request Domain Restriction

A Plannerly Administrator must email:
security@plannerly.com

Please include:

  • Company name
  • Domain(s) to restrict (example: company.com)
  • SSO method to enforce: Microsoft

5. Authentication Flow

  1. Create a Plannerly App Registration in Entra.
  2. Assign users to the Plannerly Enterprise Application.
  3. Plannerly restricts your domain to Microsoft SSO.
  4. User selects Log in with Microsoft.
  5. Microsoft authenticates and checks permissions.
  6. If allowed, Plannerly logs the user in.

6. Troubleshooting

6.1 User Must Use Microsoft to Sign In

  • Click Log in with Microsoft.
  • Use company Microsoft account, not personal email.

6.2 User Cannot Log In

  • User is assigned in Enterprise Applications.
  • User belongs to your Entra tenant.
  • Email domain matches restricted domain.
  • No Conditional Access policy blocks Plannerly.

If issues continue, contact:
support@plannerly.com

6.3 Cannot Find Enterprise Application

  • Search under Enterprise applications.
  • Check for alternate naming such as “Plannerly SSO”.
  • If missing, recreate the App Registration.

7. Summary

  • Create a Plannerly App Registration in Entra.
  • Add redirect URI https://app.plannerly.com/.
  • Assign users via Enterprise Applications.
  • Request Microsoft-only domain enforcement.