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Tutorial: Configure SurveyMonkey Enterprise for automatic user provisioning

  • Članak

This tutorial describes the steps you need to perform in both SurveyMonkey Enterprise and Microsoft Entra ID to configure automatic user provisioning. When configured, Microsoft Entra ID automatically provisions and de-provisions users to SurveyMonkey Enterprise using the Microsoft Entra provisioning service. For important details on what this service does, how it works, and frequently asked questions, see Automate user provisioning and deprovisioning to SaaS applications with Microsoft Entra ID.

Capabilities supported

  • Create users in SurveyMonkey Enterprise.
  • Remove users in SurveyMonkey Enterprise when they do not require access anymore.
  • Keep user attributes synchronized between Microsoft Entra ID and SurveyMonkey Enterprise.
  • Single sign-on to SurveyMonkey Enterprise (recommended).

Prerequisites

The scenario outlined in this tutorial assumes that you already have the following prerequisites:

Step 1: Plan your provisioning deployment

  1. Learn about how the provisioning service works.
  2. Determine who will be in scope for provisioning.
  3. Determine what data to map between Microsoft Entra ID and SurveyMonkey Enterprise.

Step 2: Configure SurveyMonkey Enterprise to support provisioning with Microsoft Entra ID

Set Up SCIM Provisioning

Only the Primary Admin can set up SCIM provisioning for your organization. To make sure SCIM is a good fit for your IdP, the Primary Admin should check in with their SurveyMonkey Customer Success Manager (CSM) and their organization’s IT department.

Once the team is aligned, the Primary Admin can:

  1. Go to Settings.
  2. Select User provisioning with SCIM.
  3. Copy the SCIM endpoint link and provide it to your IT partner.
  4. Select Generate token. Treat this unique token as you would your Primary Admin password and only give it to your IT partner.

Your organization’s IT partner will use the SCIM endpoint link and access token during setup of the IdP. They will also need to adjust the default mapping for your team’s needs.

Revoke SCIM Provisioning

If you need to disconnect Surveymonkey from your IdP so the systems no longer sync, the Primary Admin can revoke SCIM provisioning. As long as SSO is enabled, there will be no impact to users who have already been synced.

To revoke the SCIM provisioning:

  1. Go to Settings.
  2. Select User provisioning with SCIM.
  3. Next to the access token, select Revoke.

Add SurveyMonkey Enterprise from the Microsoft Entra application gallery to start managing provisioning to SurveyMonkey Enterprise. If you have previously setup SurveyMonkey Enterprise for SSO, you can use the same application. However it is recommended that you create a separate app when testing out the integration initially. Learn more about adding an application from the gallery here.

Step 4: Define who will be in scope for provisioning

The Microsoft Entra provisioning service allows you to scope who will be provisioned based on assignment to the application and or based on attributes of the user. If you choose to scope who will be provisioned to your app based on assignment, you can use the following steps to assign users to the application. If you choose to scope who will be provisioned based solely on attributes of the user, you can use a scoping filter as described here.

  • Start small. Test with a small set of users before rolling out to everyone. When scope for provisioning is set to assigned users, you can control this by assigning one or two users to the app. When scope is set to all users, you can specify an attribute based scoping filter.

  • If you need additional roles, you can update the application manifest to add new roles.

Step 5: Configure automatic user provisioning to SurveyMonkey Enterprise

This section guides you through the steps to configure the Microsoft Entra provisioning service to create, update, and disable users in SurveyMonkey Enterprise based on user assignments in Microsoft Entra ID.

To configure automatic user provisioning for SurveyMonkey Enterprise in Microsoft Entra ID:

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.

  2. Browse to Identity > Applications > Enterprise applications

    Screenshot of Enterprise applications blade.

  3. In the applications list, select SurveyMonkey Enterprise.

    Screenshot of the SurveyMonkey Enterprise link in the Applications list.

  4. Select the Provisioning tab.

    Screenshot of Provisioning tab.

  5. Set the Provisioning Mode to Automatic.

    Screenshot of Provisioning tab automatic.

  6. Under the Admin Credentials section, input your SurveyMonkey Enterprise Tenant URL and corresponding Secret Token. Click Test Connection to ensure Microsoft Entra ID can connect to SurveyMonkey Enterprise.

    Screenshot of Token.

  7. In the Notification Email field, enter the email address of a person who should receive the provisioning error notifications and select the Send an email notification when a failure occurs check box.

    Screenshot of Notification Email.

  8. Select Save.

  9. Under the Mappings section, select Synchronize Microsoft Entra users to SurveyMonkey Enterprise.

  10. Review the user attributes that are synchronized from Microsoft Entra ID to SurveyMonkey Enterprise in the Attribute-Mapping section. The attributes selected as Matching properties are used to match the user accounts in SurveyMonkey Enterprise for update operations. If you choose to change the matching target attribute, you will need to ensure that the SurveyMonkey Enterprise API supports filtering users based on that attribute. Select the Save button to commit any changes.

    Attribute Type Supported for filtering Required by SurveyMonkey Enterprise
    userName String ✓ ✓
    emails[type eq "work"].value String ✓
    active Boolean
    name.givenName String
    name.familyName String
    externalId String
    urn:ietf:params:scim:schemas:extension:enterprise:2.0:User:department String
    urn:ietf:params:scim:schemas:extension:enterprise:2.0:User:employeeNumber String
    urn:ietf:params:scim:schemas:extension:enterprise:2.0:User:costCenter String
    urn:ietf:params:scim:schemas:extension:enterprise:2.0:User:division String

  11. To configure scoping filters, refer to the following instructions provided in the Scoping filter tutorial.

  12. To enable the Microsoft Entra provisioning service for SurveyMonkey Enterprise, change the Provisioning Status to On in the Settings section.

    Screenshot of Provisioning Status Toggled On.

  13. Define the users that you would like to provision to SurveyMonkey Enterprise by choosing the desired values in Scope in the Settings section.

    Screenshot of Provisioning Scope.

  14. When you are ready to provision, click Save.

    Screenshot of Saving Provisioning Configuration.

This operation starts the initial synchronization cycle of all users defined in Scope in the Settings section. The initial cycle takes longer to perform than subsequent cycles, which occur approximately every 40 minutes as long as the Microsoft Entra provisioning service is running.

Step 6: Monitor your deployment

Once you've configured provisioning, use the following resources to monitor your deployment:

  • Use the provisioning logs to determine which users have been provisioned successfully or unsuccessfully
  • Check the progress bar to see the status of the provisioning cycle and how close it is to completion
  • If the provisioning configuration seems to be in an unhealthy state, the application will go into quarantine. Learn more about quarantine states here.

More resources

Next steps