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Manage project access with IdP groups Enterprise

INFO

Group syncing is currently available on the self-hosted Commercial Edition and supports OIDC only. SAML and LDAP support is coming soon.

Group syncing lets workspace admins map identity provider groups to Plane projects. When users sign in via OIDC, their project memberships are provisioned and kept in sync automatically.

Prerequisites

  • OIDC SSO configured and working
  • Identity provider configured to send group claims in the OIDC token

Turn on group syncing

  1. Navigate to Workspace Settings → Group syncing.
  2. Toggle on Enable group syncing.

Group syncing

Configure sync settings

SettingDescriptionDefault
Sync on loginUpdate group membership and project access when a user signs inEnabled (recommended)
Offline syncRun sync automatically every six hours, without waiting for users to log inDisabled
Auto removeAutomatically remove users from projects when they no longer match the groupDisabled
Group attribute keyThe identity provider attribute used to identify and sync user groupsgroups

Set Group attribute key to match exactly what your IdP sends. Common values include groups (default), roles, memberOf, or custom:groups.

Add group mappings

Each mapping links an IdP group to a Plane project with a default role.

  1. Under Group mapping, click Add new group sync.
  2. Enter the User group name exactly as it appears in your IdP.
  3. Select the Project to grant access to.
  4. Choose the Project role: Admin, Member, or Guest.
  5. Click Add.

Add new group sync

Repeat for additional group-to-project mappings.

What happens on login

ConditionResult
User not in workspace, but in a mapped groupAdded to workspace as Member, then added to mapped project(s)
User in workspace, in mapped group, not yet in projectAdded to project with configured role
User in workspace, in mapped group, already in projectNo change
User in workspace, not in any mapped groupNo action

When users leave IdP groups

If a user is removed from an IdP group and Auto remove is enabled, they're removed from the corresponding project. They are never removed from the workspace.

These users are never auto-removed

  • Users who were manually added to the project
  • Users who are the sole project admin

Sync behavior

  • Users in multiple groups mapped to the same project receive the highest role across all matching groups.
  • Roles assigned manually in Plane are never downgraded by group syncing.
  • Workspace guests cannot be assigned as project admins, regardless of group mapping.
  • Members manually invited to the project are never auto-removed.
  • Workspace membership is always preserved.
  • Sole project admins are protected from removal.
  • Sync errors never block user login.

Common usecases

New hire provisioning
Map your engineering group to all engineering projects. New engineers get access on first login without admin intervention.

Department scoping
Map product-team, design-team, and marketing-team to their respective projects. Users only see what's relevant to them.

Contractor offboarding
Map contractors to projects with Guest role and enable Auto remove. Access is revoked the moment they're removed from the IdP group.