Welcome to the sixth step in your onboarding journey. In this article we help you with technical information about integrating other systems with your platform.
Set up Single Sign On
What is a Single Sign On?
Single Sign On (SSO) is an authentication method which allows people to securely authenticate and login to multiple platforms by using a single set of credentials.
What are the benefit of using Single Sign On?
- User Experience: Single Sign On removes the frustration users feel when they can't remember their username or password. It means they do not have to wait on password reset requests.
- Boosts productivity: The single click of Single Sign On speeds up the time it takes to login to The Happiness Index platform and gets you to where you need to go faster.
- Reduced ticket requests: Single Sign On means there are reduced ticket requests for activities such as password resets and locked accounts.
How can customers use Single Sign On within our platform?
The Happiness Index offers Single Sign On via SAML2.
There are 2 parts to the process, part 1 is within The Happiness Index Platform and part 2 is with the company you wish us to use the Single Sign On for, e.g. Google.
Part 1: A user needs to obtain their SAML2 credentials from their IT team and enter them into our Single Sign On page, which can be found under the 'Settings' menu.
Part 2: The user speaks to their IT team and asks them to set up Single Sign On with The Happiness Index via a SAML2 integration. They'll require the details contained in the THI Settings section of the Single Sign On page.
Set up API
What is an API?
An API is an interface that allows companies to open up access to their applications’ data to third parties, e.g. customers or partners. This allows services, such as The Happiness Index, to communicate with other applications automatically and use each other's data and functionality.
How does an API work?
API’s work by making ‘calls’ to the interface for data. That data is returned in a universally understandable format for other developers to work with and to integrate into their systems.
Why are APIs important?
APIs are useful for making isolated applications talk to each other to cut down on manual work. For example, an API could allow The Happiness Index to receive data from a client’s HR system, removing the need for CSV file uploads. Similarly, a client could use our API to extract their results from The Happiness Index surveys to feed into an internal Business Intelligence tool like Tableau.
How can customers use our API?
All THI clients are assigned a unique API ID and API key upon creation. Combined with our API documentation, clients can use these credentials to identify themselves and use our data to integrate into their systems. Most of the functionality of our platform uses our API, so if it’s shown in the platform, it’s something that clients can most likely get access to - although some aggregated metrics, such as survey averages, may require processing and calculation on the client-side, as we do not handle this within the API.
The Happiness Index has an open API. This means it can link to other platforms and share information.
It is possible for customers to use our API to push information into other platforms they use, for example a reporting tool like Tableau.
Our API supports the retrieval of various kinds of information, statistics, and precompiled summaries and reporting on surveys, voters, votes, and more.
We have written a guide which will help you link your chosen platform to The Happiness Index.
To access the guide please click here.