This article will guide you through enabling a Single Sign-On 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.
Please note that this article is created for universal purposes. Once you need OneLogin or Okta help specifically, please visit specific links.
❗️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 a Single Sign-On configuration?
📌 Before you start, you need to make sure you are the owner of your organization. Only account owners can set up SAML Authentication.
Please go to Settings ➡️ SAML Authentication and toggle on the Enable SAML authentication feature. Leave the tab open, as you'll need the data from here.
Identity Provider (IdP) setup
1. In your Single Sign-On provider, add a new app.
2. Under SAML Settings, you will likely be asked to provide Single-sign-on URL / ACS (Consumer) URL and Audience URI.
You can find a Single sign-on URL under ACS (Consumer) URL in Survicate:
While Audience URI is the same URL, it has a different ending with /metadata instead of /acs.
So if your Single sign-on URL or ACS (Consumer) URL is:
https://panel-api.survicate.com/settings/saml/1234/acs
Your Audience URI will be:
https://panel-api.survicate.com/settings/saml/1234/metadata
3. In the end, your settings should look like this:
Survicate setup
1. Go to the SSO provider's configuration page with Single Sign-On URL, Provider Issuer, and X.509 Certificate:
2. In the Survicate SAML Authentication tab, paste the Provider Issuer to Issuer field, Single Sign-On URL 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:
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
If you choose to enable this option, and your Survicate organization has multiple workspaces, all new teammates you'll invite to join your account will automatically gain access to all the workspaces.
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.
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.
📞 If you have any questions or need assistance - feel free to reach out to our team via chat or email: support@survicate.com.