> ## Documentation Index
> Fetch the complete documentation index at: https://docs.planeconnection.com/llms.txt
> Use this file to discover all available pages before exploring further.
# How to Configure Your Workspace
> Set up workspace branding, notifications, email, menu customization, two-factor authentication, and module settings.
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.
### Step 1: Navigate to Settings
In the **Safety** module sidebar, click **Settings**. The default page is
**Organization Profile**.
### Step 2: Enter basic information
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**.
### Step 4: Enter address and contact information
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.
## Configure the flight department (Ops module)
The Ops module has its own company details form that controls branding
on tripsheets, reports, and operational documents.
### 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**.
### Step 2: Upload your logo
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.
### Step 4: Save settings
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**.
### Step 2: Configure channels per event type
The notification matrix shows event types grouped by category.
For each event, toggle the delivery channels: **Email**, **Push**, or **SMS**.
### Step 3: Save preferences
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.
## Configure email settings
Email settings control the SMTP server used for outgoing notifications
and the templates for automated emails.
### 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.
## Customize the navigation menu
You can show, hide, and reorder sidebar navigation items to match your
team's workflow.
### Step 1: Navigate to menu settings
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.
### Step 3: Reorder items
Change the **Order** number for each item. Lower numbers appear first
in the sidebar.
### Step 4: Save your configuration
Click **Save Menu Configuration**.
## 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.
### 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
```
DNS propagation may take up to 24 hours. Click **Verify** when the record is live.
### Step 5: Copy the Service Provider metadata
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.
### Step 6: Activate SSO
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**.
### Step 2: Enable 2FA
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.
## Related
Invite users, assign roles, and manage permissions.
Connect third-party services to your workspace.
Flight logs, duty time, airports, and tripsheets.
Subscription tiers, payment methods, and plan changes.