SSO

Single sign-on is an authentication scheme that allows a user to log in with a single ID to any of several related, yet independent, software systems. True single sign-on allows the user to log in once and access services without re-entering authentication factors.


    Professional         
   Enterprise         
   ReportR         
   DistributR     

warning
WARNING


SSO is an additional feature with an extra fee. Please contact support for additional information.




This guide will teach you:

  1. What is it and how does it work
  2. Enabling SSO
  3. Technical setup 
  4. User attributes 
  5. Good to know 


1. What is it and how does it work

2. Enabling SSO

Pointerpro supports enterprise-level Single-Sign-On connections using Auth0. This is a custom addition to the Enterprise, ReportR, and DistributR plans


If you are interested in having an SSO connection for your users, we need the following requirements from you to make a final pricing proposal:

  • How many users will log in per month?
  • Which platform would you like to use as an identity provider (Microsoft Azure, Google)?
  • Would you like to enable SSO for login with surveys or login with the editor, or both?

3. Technical setup

We recommend using SAML as an authentication protocol with the identity provider. This is an open standard for exchanging authentication and authorization data between parties, in particular, between identity provider and service provider (Pointerpro). SAML is supported by a broad range of platforms, including Microsoft, and Google and can also be used as a standard for any custom platform.


Note that some configuration will also need to be done in your identity provider by you or someone of your technical team. It is advised to send us the contact details of this technical person.


To start setting up the SSO connection, Pointerpro will need the following details from you:

Once Pointerpro is ready to set up the connection, one of our team members will send you the details to complete the SSO connection on your side. These details will include:

4. User attributes 

Pointerpro supports the usage of the following SAML token claims: 

  • email address
  • given name
  • family name
  • role

The role attribute will be used to set the user role on login with the editor, and must be any of the following values

  • ENTERPRISE_RESTRICTED_MEMBER
  • ENTERPRISE_TEAM_MEMBER
  • ENTERPRISE_ADMIN
  • ENTERPRISE_REPORTING_VIEWER

If no valid role was configured, the user will be assigned to the FREE role.


If you would like to use different attributes or claims let us know your use case and we'll see what we can do.

5. Good to know

  • When using SSO for survey the system will automatically create a contact on your account for that user. The responses made by the user will be identified with that contact
  • If a user logging into the editor with SSO, already has an account with Pointerpro that was created manually before, then this account will be used to log in, regardless if the user is already part of the organization or not

What's next?

  • White labeling allows you to remove Pointerpro's brand and logo from our product and replace it with your own. There are a lot of possibilities for branding your questionnaire by design. But if you want to fully brand your questionnaire by using your own link, you can white-label your questionnaire.
  • Zapier integration feature allows you to connect your existing company's Zapier account with Pointerpro. Zapier is a tool that enables the transfer of data from one web app to another one. Set up a Zap workflow to connect different apps, using a specified event as the trigger for starting the workflow.

  • A Webhook is a notification sent over the web, which transfers data from one app to another when something happens. In the case of surveys, whenever a new response is entered, this triggers a notification to be sent automatically.


S
Support is the author of this solution article.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.