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Tutorial: Microsoft Entra SSO integration with SurveyMonkey Enterprise

  • Article

In this tutorial, you'll learn how to integrate SurveyMonkey Enterprise with Microsoft Entra ID. When you integrate SurveyMonkey Enterprise with Microsoft Entra ID, you can:

  • Control in Microsoft Entra ID who has access to SurveyMonkey Enterprise.
  • Enable your users to be automatically signed-in to SurveyMonkey Enterprise with their Microsoft Entra accounts.
  • Manage your accounts in one central location.

Prerequisites

To get started, you need the following items:

  • A Microsoft Entra subscription. If you don't have a subscription, you can get a free account.
  • SurveyMonkey Enterprise single sign-on (SSO) enabled subscription.

Note

This integration is also available to use from Microsoft Entra US Government Cloud environment. You can find this application in the Microsoft Entra US Government Cloud Application Gallery and configure it in the same way as you do from public cloud.

Scenario description

In this tutorial, you configure and test Microsoft Entra SSO in a test environment.

Note

Identifier of this application is a fixed string value so only one instance can be configured in one tenant.

To configure the integration of SurveyMonkey Enterprise into Microsoft Entra ID, you need to add SurveyMonkey Enterprise from the gallery to your list of managed SaaS apps.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
  2. Browse to Identity > Applications > Enterprise applications > New application.
  3. In the Add from the gallery section, type SurveyMonkey Enterprise in the search box.
  4. Select SurveyMonkey Enterprise from results panel and then add the app. Wait a few seconds while the app is added to your tenant.

Alternatively, you can also use the Enterprise App Configuration Wizard. In this wizard, you can add an application to your tenant, add users/groups to the app, assign roles, as well as walk through the SSO configuration as well. Learn more about Microsoft 365 wizards.

Configure and test Microsoft Entra SSO for SurveyMonkey Enterprise

Configure and test Microsoft Entra SSO with SurveyMonkey Enterprise using a test user called B.Simon. For SSO to work, you need to establish a link relationship between a Microsoft Entra user and the related user in SurveyMonkey Enterprise.

To configure and test Microsoft Entra SSO with SurveyMonkey Enterprise, perform the following steps:

  1. Configure Microsoft Entra SSO - to enable your users to use this feature.
    1. Create a Microsoft Entra test user - to test Microsoft Entra single sign-on with B.Simon.
    2. Assign the Microsoft Entra test user - to enable B.Simon to use Microsoft Entra single sign-on.
  2. Configure SurveyMonkey Enterprise SSO - to configure the single sign-on settings on application side.
    1. Create SurveyMonkey Enterprise test user - to have a counterpart of B.Simon in SurveyMonkey Enterprise that is linked to the Microsoft Entra representation of user.
  3. Test SSO - to verify whether the configuration works.

Configure Microsoft Entra SSO

Follow these steps to enable Microsoft Entra SSO.

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

  2. Browse to Identity > Applications > Enterprise applications > SurveyMonkey Enterprise > Single sign-on.

  3. On the Select a single sign-on method page, select SAML.

  4. On the Set up single sign-on with SAML page, click the pencil icon for Basic SAML Configuration to edit the settings.

    Edit Basic SAML Configuration

  5. On the Basic SAML Configuration section, the application is pre-configured and the necessary URLs are already pre-populated with Azure. The user needs to save the configuration by clicking the Save button.

  6. SurveyMonkey Enterprise application expects the SAML assertions in a specific format, which requires you to add custom attribute mappings to your SAML token attributes configuration. The following screenshot shows the list of default attributes.

    image

  7. In addition to above, SurveyMonkey Enterprise application expects few more attributes to be passed back in SAML response which are shown below. These attributes are also pre populated but you can review them as per your requirement.

    Name Source Attribute
    Email user.mail
    FirstName user.givenname
    LastName user.surname

  8. On the Set up single sign-on with SAML page, in the SAML Signing Certificate section, find Federation Metadata XML and select Download to download the certificate and save it on your computer.

    The Certificate download link

  9. On the Set up SurveyMonkey Enterprise section, copy the appropriate URL(s) based on your requirement.

    Copy configuration URLs

Create a Microsoft Entra test user

In this section, you'll create a test user called B.Simon.

  1. Sign in to the Microsoft Entra admin center as at least a User Administrator.
  2. Browse to Identity > Users > All users.
  3. Select New user > Create new user, at the top of the screen.
  4. In the User properties, follow these steps:
    1. In the Display name field, enter B.Simon.
    2. In the User principal name field, enter the username@companydomain.extension. For example, B.Simon@contoso.com.
    3. Select the Show password check box, and then write down the value that's displayed in the Password box.
    4. Select Review + create.
  5. Select Create.

Assign the Microsoft Entra test user

In this section, you'll enable B.Simon to use single sign-on by granting access to SurveyMonkey Enterprise.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
  2. Browse to Identity > Applications > Enterprise applications > SurveyMonkey Enterprise.
  3. In the app's overview page, select Users and groups.
  4. Select Add user/group, then select Users and groups in the Add Assignment dialog.
    1. In the Users and groups dialog, select B.Simon from the Users list, then click the Select button at the bottom of the screen.
    2. If you are expecting a role to be assigned to the users, you can select it from the Select a role dropdown. If no role has been set up for this app, you see "Default Access" role selected.
    3. In the Add Assignment dialog, click the Assign button.

Configure SurveyMonkey Enterprise SSO

To configure single sign-on on SurveyMonkey Enterprise side, please refer this article.

Create SurveyMonkey Enterprise test user

It is not necessary to create a test user in SurveyMonkey Enterprise. User accounts will be provisioned, if the user chooses to create a new account, based on the SAML assertion. Your SurveyMonkey Enterprise Customer Success Manager will provide steps to complete this process after your Azure metadata has been added to the SurveyMonkey Enterprise configuration and it's ready to be validated.

Test SSO

In this section, you test your Microsoft Entra single sign-on configuration with following options.

  • Click on Test this application, and you should be automatically signed in to the SurveyMonkey Enterprise for which you set up the SSO.

  • You can use Microsoft My Apps. When you click the SurveyMonkey Enterprise tile in the My Apps, you should be automatically signed in to the SurveyMonkey Enterprise for which you set up the SSO. For more information about the My Apps, see Introduction to the My Apps.

Next steps

Once you configure SurveyMonkey Enterprise you can enforce session control, which protects exfiltration and infiltration of your organization’s sensitive data in real time. Session control extends from Conditional Access. Learn how to enforce session control with Microsoft Defender for Cloud Apps.