This article will guide you through enabling OneLogin configuration in your account.
SAML SSO gives users a centralized and secure way of controlling access to their organizations. When you join an organization that uses SAML SSO, you sign in through the organization's IdP, and your existing Survicate account is linked to an external identity that belongs to the organization.
❗️This feature is available on some of our plans. Please check out our Pricing page for more information or talk to us on chat 👉.
How to enable OneLogin configuration?
❗Before you start, you need to ensure you are your organization's owner. Only account owners can set up Single sign-on.
Please go to Settings ➡️ Single sign-on, open the SAML authentication tab, and toggle on Enable SAML authentication. Leave the tab open; you'll need the data from here in the next steps.
OneLogin - Identity Provider (IdP) setup
1. Once you've created a OneLogin account, add a new app: SAML Test Connector (IdP):
2. Customize your app:
3. In the Configuration tab, add ACS (Consumer) URL to ACS (Consumer) URL Validator and ACS (Consumer) URL fields.
You can find it under ACS (Consumer) URL in Survicate.
4. Go to the SSO page. You'll need Issuer URL, SAML 2.0 Endpoint (HTTP) and X.509 Certificate (visible under 'View details' blue link):
Survicate setup
1. In the SAML authentication tab, paste the Issuer URL to the Issuer field, SAML 2.0 Endpoint to Sign on URL, and X.509 Certificate to Public certificate.
Passwordless authentication
You can choose to require teammates to use their passwords to login to the Survicate account, or opt for a frictionless process, by switching on this option:
Thanks to this feature, by default, all new users, who use SAML won't be required to provide the password to log in to Survicate.
Enforce SAML login for everyone in the organization
This option will become available after SAML is successfully configured and the Survicate account's first SAML login occurs. It lets you ensure that all teammates will be able to use SAML to log in.
Grant access to all workspaces when inviting users through SSO
This setting decides what access teammates get when they join your organization by logging in with SSO, without an invitation:
Enabled: they get access to all workspaces in your organization.
Disabled: they join your organization but have no access to any workspace (None). An Owner or Admin can give them a role in Settings ➡️ Teammates.
Teammates who accept an invitation get the access you chose in the invitation.
Once you click Save configuration you will get a list of recovery codes.
❗ Please save them; you will need those to bypass the Single Sign-On when you don't have access to the SAML provider anymore.
Inviting new teammates to the account
When adding a new teammate to join your Survicate account, they should accept the invitation in the email they receive from Survicate. It will direct them to the signup page, where they should set up a password. To learn how to invite teammates, see Adding users and managing teammates.
The password won't be required to log in later on if your organization has the Passwordless authentication enabled, but is necessary to create an account of this user.
It will also come in handy when the same user is later invited to a different organization.
💡 There are no password renewal policies for Survicate users. Once you set your password, you can change it but won't be forced to.
Logging in
Now, with SAML enabled, to avoid using your login and password on the Survicate login page, you can log in directly from your SSO provider. Once you sign-in via SSO, and Passwordless authentication is enabled, you will not be asked for your Survicate password.
Alternatively, if you're already authenticated via your SSO provider, you can click Log in with SSO on the Survicate login page:
📞 If you have any questions or need assistance - feel free to reach out to our team via chat or email: support@survicate.com.