Expensify cloud application

You must be signed in as a super administrator for this task.

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.

    You must be signed in as a super administrator for this task.

    Click Set up single sign-on (SSO) for SAML applications.

  3. In the Set up single sign-on (SSO) section, download the IdP metadata.
  4. In a new incognito browser window, sign in to Expensify with your administrator account. 
  5. Go to Settings Domain Control and click Get in Control.
  6. In the Domain name field, enter your Expensify domain name.
  7. Click Submit.
  8. For Verification Method, choose Add a DNS Record.
  9. Add a DNS TXT record in your domain registrar.
  10. In Expensify, click Verify Domain.
  11. Go to Settings Domain Control, then select SAML.
  12. Set the SAML login to Enabled.
  13. Paste the Google IdP metadata file you downloaded in Step 3.
  14. Copy and save the Login URL. You'll use this to finish SSO configuration in Step 2 below.
  15. Go to Settings > Domain Control > your-domain.com > Domain Members, replacing your-domain with your Expensify domain.
  16. Invite members.
  17. 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. Sign in to your Google Admin console.

    Sign in using an account with super administrator privileges (does not end in @gmail.com).

  2. From the Admin console Home page, go to Appsand thenSAML apps.
  3. Click Add Add at the bottom right.
  4. Locate and click Expensify in the application list. 
  5. Click Next.

    The Basic information window shows the Application name and Description seen by users.

  6. Click Next.
  7. On the Service Provider Details page, replace the default ACS URL with the URL you copied from Expensify in Step 1 above. 
  8. Click Finish.
Step 3: 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 Appsand thenSAML apps.
  3. Select Expensify.
  4. At the top right of the gray box, click Edit Service Compose.

  5. To turn on or off a service for everyone in your organization, click On for everyone or Off for everyone, and then click Save.

  6. To turn on or off a service only for users in an organizational unit:

    1. At the left, select the organizational unit.
    2. Select On or Off.
    3. To keep the service turned on or off even when the service is turned on or off for the parent organizational unit, click Override.
    4. 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 organizational structure.

  7. (Optional) Turn on the service for a group of users.
    Use access groups to turn on a service for specific users within or across your organizational units. Learn more

  8. For Expensify, choose On for everyone. Ensure that your Expensify user account email IDs match those in your Google domain.
Step 4: 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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