Capabilities
Provisioning
AccessOwl creates user accounts with the specified roles/permissions during access requests.
Deprovisioning
AccessOwl deactivates users in Planhat during access revocations.
Prerequisites
- Admin access to your Planhat tenant, so you can invite the integration account.
Setup
Add Planhat in AccessOwl
Either add a new application or open Applications and click the +-symbol, then continue.
Invite the integration account as Admin
AccessOwl shows you the integration account’s email address. In Planhat:
- Click your tenant name or logo in the top left and select Settings under System Admin.
- Scroll to Users & Roles and click Users.
- Click the Add user button.
- Enter the integration account’s email address and click Next.
- Fill in the required name fields, select Core as the User Type, and assign an admin role.
- Toggle on Invitation email and click Save and send invitation.
The integration account needs admin-level access because only admin users can invite new users, assign roles, and deactivate users in Planhat.
FAQ
A provisioning request results in a reassignment error due to the user limit
A provisioning request results in a reassignment error due to the user limit
Planhat enforces user limits based on your contract. If your tenant has reached its allocated number of users, AccessOwl cannot create new accounts and the request will result in a reassignment error, reassigning to the Application Admin. Contact your Planhat account manager to expand your user allocation before retrying.