ARTICLE

Single Sign-On (SSO)

How SSO Works

ENTERPRISE FEATURE: Single Sign On (SSO)

Paid feature
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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 S​AML 2.0 specification and is Service Provider (SP) initiated.

  • SSO glossary

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.

  • Mapping guide

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:

  • Entity ID
  • HTTP Redirect Endpoint
  • X.509 Certificate (specifically the Signing KeyType)

SurveyMonkey will set up SSO in our system and send you steps to validate that it's working correctly.

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.

  • Create a new account: Start fresh with no surveys.
  • Convert an account: make sure to review what to expect. You'll need to log in with your current SurveyMonkey username and password to authorize that you want to convert and move your surveys to your team.

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:

  1. From SurveyMonkey, click Log in with SSO.
  2. Enter your work email and click Continue.
  3. Enter your corporate login credentials.

Logging in to the Mobile App

  • Logging in with the iPhone app
  • Logging in with the Android app

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:

  • Reset your password
  • Change your username
  • Change your email address

Troubleshooting Login Errors

Below are common errors with potential solutions to help resolve them.

  • We’re unable to authenticate your info at this time.
  • The account you’re trying to log in to may be pending deletion.
  • The account you’re trying to log in to was reassigned by your Admin.
  • We’re not able to find your account ID in our system.
  • We’re not able to identify your group information.
  • We’re not able to identify your group information due to an incorrect certificate.

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:

  1. Go to the Collect Response section of your survey.
  2. Add a Web Link collector. Or, click the name of an existing Web Link.
  3. Click Respondent Authentication.
  4. Select On, your respondents need to authenticate to take your survey.