Okta

How to Configure SAML 2.0 for SurveyGizmo

Contents

Supported Features

The Okta/SurveyGizmo SAML integration currently supports the following features:

For more information on the listed features, visit the Okta Glossary.

Configuration Steps

  1. Log in to SurveyGizmo as an administrator.

  2. Navigate to ACCOUNT > Integrations > 3rd Party Integrations:

    go to ACCOUNT -> Integrations -> 3rd Party Integrations

  3. Scroll down to SSO Users, then click Configure:

    Scroll down to SSO Users and click Configure

  4. Enter the following:

    • Integration Name: Enter the appropriate name.

    • Status: Select Enable SSO.

    • Name ID Policy: Select unspecified.

    • Select Enter SAML settings manually.

    • Entity ID: Copy and paste the following:

      Sign into the Okta Admin Dashboard to generate this variable.

    • Login URL: Copy and paste the following:

      Sign into the Okta Admin Dashboard to generate this variable.

    • Upload SSL/Signing Certificate: Save the following certificate as okta.crt, then click Choose File to locate it and upload it to SurveyGizmo:

      Sign into the Okta Admin Dashboard to generate this variable.

    • Click Save and Get Metadata:

      • Enter SAML config values in SurveyGizmo

    • (Optional) Restrict Login to SSO Only: Check this option If you wish to only allow users to access SurveyGizmo via Okta.

    • (Optional) Automatically create new users if they don't exist in SurveyGizmo: Select this option to enable JIT Provisioning. For more information refer to step 8 of the SurveyGizmo-Side Setup.

    • Click Save:

      • Enter SAML config values in SurveyGizmo

  5. Still on the 3rd Party Integrations page, click Edit for the integration you just created:

    select Edit for the integration you just created

  6. Scroll down to the Login Link. Make a copy of your Login Link (it will be used for SP-init flow). Also make a copy of your Base URL and Customer ID, marked in red below.

    For example: If your Login Link is http://app.surveygizmo.com/login/initiatelogin/idp/a1b2c3d4

    Your Base URL is app.surveygizmo.com, your Customer ID is a1b2c3d4

    make a copy of your Login Link and your Customer ID and Base URL

  7. In Okta, select the Sign On tab for the SurveyGizmo SAML app, then click Edit:

    • Enter your Customer ID and Base URL values (step 6) into the corresponding fields.

    • Click Save:

    enter your Customer ID and Base URL in Okta

  8. Done!

Notes

SP-initiated SSO

Go to the Login Link you made a copy of in step 6.