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Microsoft Entra ID

Connect Eplan IdentityService with Microsoft Entra ID

The Eplan IdentityService can connect to Microsoft Entra ID in two ways.

  1. Your Microsoft Entra ID administrator signs in to the Eplan Cloud for the first time with their Microsoft account.
  2. An employee of your company signs in to the Eplan Cloud for the first time with their Microsoft account.

It is irrelevant here whether the Entra ID administrator or the employee first created an Eplan account and then connects the Microsoft account with the Eplan Cloud or signs in directly to the Eplan Cloud with the Microsoft account.

As soon as the Entra ID administrator or an employee has signed in to the Eplan Cloud for the first time with their Microsoft account, the Eplan IdentityService is displayed in Microsoft Entra ID.

Security settings for signing into the Eplan Cloud

As soon as the Entra ID administrator or an employee has signed in to the Eplan Cloud for the first time with their Microsoft account, the Eplan IdentityService is displayed in Microsoft Entra ID. Now the Entra ID administrator can specify in the security settings of Microsoft Entra ID whether they want to individually approve each sign-in request of an employee in the Eplan Cloud or whether a sign-in is possible by default for all employees.

If the Microsoft Entra ID administrator signs in to the Eplan Cloud with the Microsoft account, the Microsoft sign-in dialog is displayed and allows them to specify the settings for the subsequent sign-ins of the employees in the Eplan Cloud already during the sign-in. The security settings for the sign-in can be changed subsequently at any time in Microsoft Entra ID.

Eplan Cloud Settings in Microsoft Entra ID

Access to company data

To process a user sign-in with the Microsoft account, Eplan Cloud requires information about the company data.

In Microsoft Entra ID, you can specify whether each user may provide access to company data or whether only the administrator has this right. If only the administrator has this right, the user cannot sign in to the Eplan Cloud with their Microsoft account and receives a corresponding message during the sign-in.

Optionally you can specify that the user requests the approval of the administrator. The administrator then receives a request in Microsoft Entra ID which they can confirm or reject.

Deactivate sign-in for the Eplan Cloud

If you deactivate the sign-in for the Eplan Cloud in Microsoft Entra ID, users cannot sign in to the Eplan Cloud anymore with your Microsoft account and they receive an error message when they sign in.

Users who are logged into the Eplan Cloud only with their Microsoft account will then no longer have access to the Eplan Cloud. Users who have an additional Eplan account can still sign in to the Eplan Cloud with their credentials.

Assigning of users is activated

You need to add users to the Eplan Cloud application manually. Users who are not assigned end up in a sign-in loop when using your Microsoft account to sign in to the Eplan Cloud.