Expensify cloud application

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Using Security Assertion Markup Language (SAML), your users can use their Google Cloud credentials to sign in to enterprise-cloud applications.

Set up SSO via SAML for Expensify

Here's how to set up single sign-on (SSO) via SAML for the Expensify® application.

Step 1: Set up Expensify as a SAML 2.0 service provider (SP)
  1. Sign in to your Google Admin console.

    Sign in using your administrator account (does not end in @gmail.com).

  2. From the Admin console Home page, go to Security and then Set up single sign-on (SSO).

    To see Security, you might have to click More controls at the bottom. 

  3. Click the Download button to download the Google IdP metadata.
  4. Open a new incognito browser window.
  5. Sign into your organization’s Expensify instance where you will be configuring SSO. 
  6. Go to https://www.expensify.com/.
  7. Go to Admin Domain Control Get in Control.
  8. Enter your domain name in the Domain name field.
  9. Click Verify Domain.
  10. Choose Add a DNS Record as the Verification Method.
  11. Add a DNS TXT record in your domain registrar.
  12. Go to https://www.expensify.com/.
  13. Click Verify Domain.
  14. Go to Admin Domain Control.
  15. Select SAML.
  16. Set the SAML login to Enabled.
  17. Paste in the data from the Google IdP metadata file you downloaded in Step 4.
  18. Copy the value for Login URL (https://www.expensify.com/authentication/saml/loginCallback?domain=your-domain.com). You will paste this into the Admin console ACS URL field (Step 1 under Enter the Expensify specific service provider details).
  19. Go to Admin Domain Members to invite members.
  20. Proceed to the next section to set up Google as a SAML identity provider (IdP).
Step 2: Set up Google as a SAML identity provider (IdP)
  1. In a new browser tab, 
    Sign in to your Google Admin console.

    Sign in using your administrator account (does not end in @gmail.com).

  2. From the Admin console Home page, go to Apps and then SAML Apps.

    To see Apps on the Home page, you might have to click More controls at the bottom. 

  3. Click the plus (+) icon in the bottom corner.
  4. Select the Expensify item from the list. The values on the Google IDP Information page automatically populate.
  5. In the Basic application information window, the Application name and Description values automatically populate.
  6. Click Next.
Step 3: Enter service provider details in Google Admin console
  1. In the Service Provider Details section, enter the following URLs into the Entity IDACS URL, and Start URL fields:
            ACS URL: https://www.expensify.com/authentication/saml/loginCallback?domain=your-domain.com
            Entity ID: https://www.expensify.com
            Start URL: <Empty>
  2. Leave Signed Response unchecked.
    When the Signed Response checkbox is unchecked, only the assertion is signed. When the Signed Response checkbox is checked, the entire response is signed.
  3. The default Name ID is the primary email. Multi-value input is not supported. You can change the Name ID mapping as per your requirement. Custom attributes of the user schema can also be used after creating them via Google Admin SDK APIs. The custom attributes for the user schema need to be created prior to setting up the Expensify SAML application.
  4. Click Finish.
Step 4: Enable the Expensify app
  1. Sign in to your Google Admin console.

    Sign in using your administrator account (does not end in @gmail.com).

  2. From the Admin console Home page, go to Apps and then SAML Apps.

    To see Apps on the Home page, you might have to click More controls at the bottom. 

  3. Select Expensify.
  4. At the top right of the gray box, click Edit Service Compose.

  5. To apply settings to all organizations, click On for everyone or Off for everyone, and then click Save

  6. To apply settings to individual organizational units, do the following: 

    • At the left, select the organizational unit that contains the users whose settings you want to change.
    • To change the setting, select On or Off.
    • To keep the setting the same, even if the parent setting changes, click Override.
    • If the organization's status is already Overridden, choose an option:
      Inherit—Reverts to the same setting as its parent.
      Save—Saves your new setting (even if the parent setting changes).

    Learn more about the organizational structure.

  7. For Expensify, choose On for everyone. Ensure that your Expensify user account email IDs match those in your Google domain.
Step 5: Verify that the SSO is working
  1. Open https://www.expensify.com/. You should be automatically redirected to the Google sign in page.
  2. Enter your sign in credentials.
  3. After your sign in credentials are authenticated you will be automatically redirected back to Expensify.
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