Single Sign-On (SSO)
|Enterprise feature: Existing Enterprise customers, contact your Customer Success Manager. If you’re interested in Enterprise, chat with sales →|
- How SSO Works
- Setting Up SSO
- Logging In and Managing Login Credentials
- Troubleshooting Errors
- Enabling Respondent Authentication
How SSO Works
Single Sign-On (SSO) lets everyone on your Enterprise team log in to SurveyMonkey using your organization’s corporate login credentials.
SSO removes the need to maintain a separate SurveyMonkey username and password. Your organization can control who can access your SurveyMonkey team and create authentication policies for increased security.
SurveyMonkey’s SSO solution follows the SAML 2.0 specification and is Service Provider (SP) initiated.
Setting Up SSO
After your organization purchases SSO, your CSM will contact your team’s Primary Admin to start the setup process and connect with your IT department. We recommend waiting to invite people to your Enterprise team until SurveyMonkey confirms that SSO is set up properly.
Here's a high-level breakdown of what to expect when setting up SSO:
§ Input and map metadata
Enter SurveyMonkey's metadata XML info into your SAML IdP (if you store your team's data in the European Union, contact your CSM for a different file). You can map attributes from your IdP with the claim types SurveyMonkey accepts.
* Optional attributes can help you track and monitor team activity in the Admin Dashboard.
ë Send us your metadata
Send SurveyMonkey your organization's metadata URL. If you’re unable to send the metadata URL, provide the XML file. We'll set up SSO in our system and send you steps to validate that it's working correctly.
We need the following from you:
SurveyMonkey will set up SSO in our system and send you steps to validate that it's working correctly.
í Invite employees to access SurveyMonkey
If you want to restrict some employees from accessing your team, you can use Active Directory to permit or deny claims on the IdP side.
Primary Admins and Admins can always see how many Empty seats are available on their team from the Team Summary. When you’re ready, click Add Users from the top navigation and share your team's invite link to invite people to join. You can do this manually or add Users via CSV import.
Users will be able to create or convert an account to log in with SSO.
Logging In and Managing Login Credentials
Create or Convert an Account
The first time you log in to an SSO enabled SurveyMonkey account, choose to Create a new account or Convert an account.
After that initial login, you're all set up to log in to SurveyMonkey or the SurveyMonkey app with SSO.
Logging in to SurveyMonkey
To log in using SSO:
Logging in to the Mobile App
Logging in with the iPhone app
To log in to the SurveyMonkey iPhone app with SSO:
Logging in with the Android app
To log in to the SurveyMonkey Android app with SSO:
Managing Login Credentials
After SSO is set up, everyone's login credentials are managed by your organization's network.
Please contact your IT department or network admin to:
Troubleshooting Login Errors
Below are common errors with potential solutions to help resolve them.
We’re unable to authenticate your info at this time.
It's likely that there's been a server clock drift. Your IdP’s clock isn't aligned with the SAML assertion’s active window.
Reach out to your CSM to investigate and get you logged in.
The account you’re trying to log in to may be pending deletion.
If an account is pending deletion, please contact us for assistance permanently deleting the account.
The account you’re trying to log in to was reassigned by your Admin.
When an account is reassigned, an email is sent to the new account owner which needs to be accepted before the account can be accessed. Check your inbox for an invitation.
If you still need assistance, contact your Primary Admin or CSM for assistance.
We’re not able to find your account ID in our system.
Likely there's been a change to an employee’s unique identifier (such as an email address change). Contact your Primary Admin or reach out your CSM for assistance.
We’re not able to identify your group information.
SurveyMonkey may have incorrect metadata for your IdP. Contact your Primary Admin or reach out your CSM for assistance.
We’re not able to identify your group information due to an incorrect certificate.
SurveyMonkey may have an incorrect certificate configured. Contact your CSM for assistance.
TIP! If you need to contact us for support, please copy the error page’s URL and include it in your email.
Enabling Respondent Authentication
You can use Respondent Authentication to send more secure internal surveys and track the people taking your survey with SSO metadata.
TIP! Primary Admins can set a default Respondent Authentication setting for their entire Enterprise team.
Require Survey Takers to Log In with SSO
Respondent Authentication on the Web Link collector requires survey takers to log in through SSO to access your survey.
Responses are tracked with their SSO metadata—first name, last name, and email address. It isn't possible to make responses anonymous when Respondent Authentication is turned on.
Respondent Authentication is for surveys taken on personal devices—don't enable Respondent Authentication on a public or shared device.
To turn on Respondent Authentication: