With SSO setup, your employees are able to access advocacy platforms, but as a brand, there is no way for you to own user categorization that drives content visibility. So if you want to classify users into certain content categories, there is no way to do so. Going forward, you will be able to categorize advocacy users through SSO assertions.

To pre-populated the attributes from SAML(SSO) within the screener questions, you are required to follow certain steps:

1. Create a custom field corresponding to the SAML that you want to populate. 

2. Create or update the Single Sign-on in your environment.

3. Add the custom screener questions in your Advocacy site.

To Add a Custom Field

1. Click the New Tab icon . Under the Governance Console, click Custom Fields within Platform Setup.

2. In the top right corner of the Custom Fields window, click Add Custom Field.

3. In the Add Custom Field window, Select the type of custom field you'd like to create.

   Note: The custom field type will determine how your potential advocates will answer screening questions - by selecting from provided options, entering text, etc. Picklist or Multi-Select Picklist are the most common options for Advocacy screening questions. 

4. Enter a Name (the screener question) and optional description for your custom field.

5. Select CommunityUser, Site User, Message, or Outbound Message as the custom field Assets.

6. Select Manual under Set Values.

7. Next, enter the answer options for your screener question. Press Enter after each answer option.

8. Fill in remaining details as per your need.

9. Click Save in the bottom right corner to save your Custom Field for use in advocate segmentation.

To Add a Single Sign-On Service Provider

1. Click the New Tab icon . Under the Governance Console, click All Settings within Platform Setup.

2. In the Platform Settings window, click Manage Workspace in the left pane and search or select Single Sign-Ons from the right pane.

3. In the top right corner of the Single Sign-Ons window, click Add Single Sign On.

4. In the Create Single Sign-On window, enter a Name for the Single Sign-On service provider.

5. Under Select the Type of Single Sign On click SAML. Next, enter the Entity Id, Issuer Name, Identity Provider Login URL and Identity Provider Logout URL as per your requirements.

6. You can choose SAML User ID Type, SAML User ID Location and Request Binding based on your requirements.

7. Under User Not Provisioned Error Message, enter an error message that you wish to be displayed when any user is not provisioned to login. 

8. Under Do you want to enable SSO for advocacy?, check the box and select the Name from the drop-down menu & enter the desired Attribute. 

   Note:

   Names are the custom fields that you created in Step 1.

9. The Attributes should be the same as in the SAML response.