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.
Step 1: Navigate to Settings
In the Safety module sidebar, click Settings. The default page is
Organization Profile.
Fill in the Organization Name and Website fields.
Step 3: Set your FAA certificate details
Under FAA Certificate, select your certificate type from the
dropdown and enter your Certificate Number.
Complete the Address and Contact Information sections.
Step 5: Save your changes
Click Save Changes at the top of the page.
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.
Step 1: Open Ops settings
Switch to the Ops module using the module switcher in the sidebar.
Click Settings, then select the General category and choose
Flight Department.
Click the logo upload area and select a PNG or JPEG file.
Step 3: Fill in company details
Enter your company name, email, phone, certificate number, address,
timezone, and preferred date format.
Click Save Settings at the bottom of the page.
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.
Step 1: Navigate to notification settings
In the Ops module, go to Settings > General > Notification.
The notification matrix shows event types grouped by category.
For each event, toggle the delivery channels: Email, Push, or SMS.
Click Save Notification Preferences at the bottom of the page.
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.
Step 1: Navigate to email settings
In the Ops module, go to Settings > General > Email.
Step 2: Enter SMTP configuration
Fill in your SMTP host, port, username, and password. Set the “From
Name” and “From Email” that recipients will see.
Step 3: Customize templates (optional)
If you want to customize email templates, click the Edit icon on
any template to modify its subject line.
Step 4: Test your configuration
Click Send Test Email to verify the SMTP connection works.
Step 5: Save email settings
Click Save Email Settings at the bottom of the page.
In the Ops module, go to Settings > General > Menu Item.
Step 2: Toggle visibility
Use the Visible switch on each row to show or hide menu items.
Change the Order number for each item. Lower numbers appear first
in the sidebar.
Step 4: Save your configuration
Click Save Menu Configuration.
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.
Step 1: Open the SSO settings page
Navigate to Settings > Security > Single Sign-On.
Step 2: Add an identity provider
Click Add Identity Provider. Choose the protocol your IdP uses:
| Protocol | Supported providers |
|---|
| OIDC | Okta, Google Workspace, Azure AD, Auth0, and any OIDC-compliant IdP |
| SAML | Enterprise SAML 2.0 providers |
Step 3: Enter IdP details
For OIDC providers, provide:
| Field | Where to find it |
|---|
| Provider ID | A short slug you choose (e.g., okta, google) |
| Issuer URL | From your IdP’s OIDC discovery document |
| Domain | Your organization’s email domain (e.g., yourcompany.com) |
| Client ID | From the application registration in your IdP |
| Client Secret | From the application registration in your IdP |
Step 4: Verify domain ownership
PlaneConnection requires you to prove you own the email domain before activating
SSO. A DNS TXT record is shown on the settings page. Add it to your domain’s DNS:
TXT _planeconnection-verify.yourcompany.com <verification-token>
DNS propagation may take up to 24 hours. Click Verify when the record is live.
After adding the provider, PlaneConnection displays the SP (Service Provider)
metadata — redirect URI and entity ID — that you must configure in your IdP’s
application settings. Copy these values into your IdP.
Once the domain is verified and your IdP is configured with the SP metadata, toggle
the provider to Active. Workspace members whose email domains match will see the
SSO option at login.
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.
Step 1: Navigate to 2FA settings
In the Ops module, go to Settings > General > Two-Factor
Authentication.
Toggle the switch to enable two-factor authentication.
Step 3: Choose your method
Select Authenticator App (TOTP) or SMS Text Message.
Step 4: Set up your authenticator (TOTP method)
If you chose TOTP, scan the displayed QR code with your
authenticator app.
Step 5: Save recovery codes
Copy and securely store the eight recovery codes. Each code can only
be used once.
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.
