Skip to main content
This guide helps you configure your workspace’s organization profile, notifications, email, navigation, and security settings across the Safety and Ops modules.
This feature requires administrator or workspace owner permissions. Changes made here affect all users in your workspace.
Who should read this: Workspace administrators (Admin role). Most settings require the Admin role. Safety-specific settings (policy, trust, classification) also accept the Safety Manager role. You need an active PlaneConnection workspace.

​
Configure the organization profile (Safety module)

The organization profile stores your company details and FAA certificate information. This data appears in compliance reports and the Declaration of Compliance.
The organization profile also includes a Mobile Reporting QR Code section. Download or print this QR code and post it in common areas so team members can quickly submit safety reports from their phones. This supports 14 CFR 5.21(a)(4) non-punitive reporting requirements.

​
Configure the flight department (Ops module)

The Ops module has its own company details form that controls branding on tripsheets, reports, and operational documents.
Changing your timezone affects created/modified dates, flight history timestamps, calendar display, and schedule times. Confirm this is intentional before saving.

​
Set up notifications

Notification preferences control how your team receives alerts for flights, maintenance, billing, crew changes, and system events.
Enable SMS for critical events like trip cancellations, payment overdue alerts, and security alerts. Keep less urgent notifications on email only to avoid alert fatigue.

​
Configure email settings

Email settings control the SMTP server used for outgoing notifications and the templates for automated emails.

​
Customize the navigation menu

You can show, hide, and reorder sidebar navigation items to match your team’s workflow.

​
Configure Single Sign-On (SSO)

Single Sign-On lets your team authenticate to PlaneConnection using your existing identity provider (IdP) — Okta, Azure Active Directory, Google Workspace, or any OIDC- or SAML-compliant provider.
SSO configuration requires the workspace_settings permission. It is typically performed by an IT administrator who has access to both PlaneConnection and the organization’s identity provider.
Test SSO in an incognito window while keeping your admin session open in a regular window. If the configuration is incorrect, you can fix it without being locked out.
Enabling SSO does not automatically disable password-based login. To enforce SSO for all users, contact support after verifying your IdP is working correctly.

​
Enable two-factor authentication

Two-factor authentication (2FA) adds a second verification step at login, improving account security.
If you disable 2FA, your account reverts to password-only authentication. Consider the security implications before disabling.

Manage Users

Invite users, assign roles, and manage permissions.

Set Up Integrations

Connect third-party services to your workspace.

Configure Flight Settings

Flight logs, duty time, airports, and tripsheets.

Manage Billing

Subscription tiers, payment methods, and plan changes.
Last modified on April 11, 2026