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How to log in via SSO (Microsoft or SAML)

For organisations using Microsoft or SAML Single Sign-On log in with your existing company credentials.

What is SSO? SSO (Single Sign-On) allows you to log in to EngageRocket using your existing company account, without needing a separate EngageRocket password. EngageRocket supports two SSO methods: Microsoft and SAML.

If your organisation has either of these set up, you will log in using the same credentials you already use for work.

💡 Not sure if your organisation uses SSO? Check with your Entity Admin or IT team. If SSO is enabled, you will see a 'Sign in with Microsoft' or 'Sign in with SSO' button on the EngageRocket login page.

⚠️ Who is this article for? This guide is for end users (employees or survey participants) logging into EngageRocket. If you are an admin looking to set up SSO for your organisation, please contact your EngageRocket Customer Success Manager.

Option A: Sign in with Microsoft

  1. Go to the EngageRocket login page.
  2. Click 'Sign in with Microsoft'.
  3. You will be redirected to Microsoft's login page. Enter your company Microsoft credentials as you normally would.
  4. Once authenticated, you will be brought back to EngageRocket automatically.
  5. Select your workspace (your company's EngageRocket environment) from the selection screen to enter your dashboard.

Option B: Sign in with SSO (SAML)

  1. Go to the EngageRocket login page.
  2. Click 'Sign in with SSO'.
  3. Enter your organisation-linked email address and click 'Continue'.
  4. You will be redirected to your organisation's identity provider. Enter your credentials there.
  5. Once authenticated, you will be brought back to EngageRocket automatically.
  6. Select your workspace (your company's EngageRocket environment) from the selection screen to enter your dashboard.

💡 Good to know: SSO must be configured for your organisation by your EngageRocket Customer Success Manager before it becomes available on the login page. If you do not see either SSO option, it has not been set up yet for your organisation.

Something Not Working?

I cannot see 'Sign in with Microsoft' or 'Sign in with SSO' on the login page.

  • Likely cause: SSO has not been enabled for your organisation.
  • Action: Try logging in with your email and password instead, or check with your Entity Admin to confirm whether SSO has been set up.

I clicked 'Sign in with Microsoft' but got an error.

  • Likely cause: Your Microsoft account may not be linked to EngageRocket.
  • Action: Contact your IT team to verify that your access is correctly set up in your organisation's Microsoft tenant.

I clicked 'Sign in with SSO' but the redirect failed.

  • Likely cause: A browser cache or session issue.
  • Action: Clear your browser cache and try again in an incognito or private window. If the issue persists, contact your IT team.

I'm not sure which login method my organisation uses.

  • Action: Check with your Entity Admin or IT team before attempting to log in. They can confirm whether your organisation uses Microsoft SSO, SAML, or email and password.
Still Need Help?

If you are still unable to log in via SSO after following these steps, reach out to us at support@engagerocket.co and we'll be happy to assist!