Expensify cloud app

Using the SAML 2.0 standard, you can configure single sign-on (SSO) for a number of cloud apps. After you set up SSO, your users can use their Google Workspace credentials to sign in to an app using SSO.

Use SAML to set up SSO for Expensify

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

Step 1: Set up Expensify as a SAML 2.0 service provider

1. Sign in to your Google Admin console.

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

2. In the Admin console, go to Menu  SecurityAuthenticationSSO with SAML applications.
3. In the Set up single sign-on (SSO) with Google as a SAML Identity Provider (IdP) section, download the identity provider metadata.
4. Open an Incognito browser window, go to the Expensify sign-in page, click Sign In, and sign in with your Expensify administrator account.
5. Click SettingsDomain ControlGet in Control.
6. For Domain name, enter your Expensify domain name.
7. Click Submit.
8. For Verification Method, select Add a DNS Record.
9. Add a DNS TXT record in your domain registrar.
10. In the Expensify browser window, click Verify Domain.
11. Click SettingsDomain ControlSAML.
12. Set SAML login to Enabled.
13. Paste the metadata file that you downloaded in step 3.
14. Copy and save the Login URL.
    You need this detail to finish SSO configuration in the Admin console.
15. Go to SettingsDomain Control{your-domain}.comDomain Members and replace {your-domain} with your Expensify domain.

Step 2: Set up Google as a SAML identity provider

1. Sign in to your Google Admin console.

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

2. In the Admin console, go to Menu  AppsWeb and mobile apps.
3. Click Add appSearch for apps.
4. For Enter app name, enter Expensify.
5. In the search results, point to Expensify and click Select.
6. In the Google Identity Provider details window, click Continue.
7. On the Service provider details page, for ACS URL, paste the login URL that you copied in Step 1.
8. Click Continue.
9. (Optional) To map Google directory attributes to the corresponding app attributes, in the Attribute Mapping window:

   1. Click Add Mapping.
   2. Click Select fieldselect a Google directory attribute.
   3. For App attributes, enter the corresponding app attribute.
10. (Optional) To enter group names that are relevant for this app:

    1. For Group membership (optional), click Search for a group, enter one or more letters of the group name, and select the group name.
    2. Add additional groups as needed (maximum of 75 groups).
    3. For App attribute, enter the groups attribute name of the corresponding service provider.

    Regardless of how many group names you enter, the SAML response includes only groups that a user is a member of (directly or indirectly). For more information, go to About group membership mapping.

11. Click Finish.

Step 3: Turn on app for users

Before you begin: To turn a service on or off for certain users, put their accounts in an organizational unit (to control access by department) or add them to an access group (to allow access for users across or within departments).

1. Sign in to your Google Admin console.

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

2. In the Admin console, go to Menu  AppsWeb and mobile apps.
3. Click Expensify.
4. Click User access.

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

6. (Optional) To turn a service on or off for an organizational unit:

   1. At the left, select the organizational unit.
   2. To change the Service status, select On or Off.
   3. Choose one:
      • If the Service status is set to Inherited and you want to keep the updated setting, even if the parent setting changes, click Override.
      • If the Service status is set to Overridden, either click Inherit to revert to the same setting as its parent, or click Save to keep the new setting, even if the parent setting changes.
        Note: Learn more about organizational structure.
7. (Optional) To turn on a service for a set of users across or within organizational units, select an access group. For details, go to Use groups to customize service access.
8. Ensure that your Expensify user account email domains match the primary domain of your organization’s managed Google Account.

Step 4: Verify SSO is working

Expensify supports both identity provider-initiated and service provider-initiated SSO.

Verify identity provider-initiated SSO

1. Sign in to your Google Admin console.

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

2. In the Admin console, go to Menu  AppsWeb and mobile apps.
3. Click Expensify.
4. In the Expensify section, click Test SAML Login.

   The app should open in a separate tab. If it doesn’t, troubleshoot the error message and try again. For details on troubleshooting, go to SAML app error messages.

Verify service provider-initiated SSO

1. Close all browser windows.
2. Go to the Expensify sign-in page , click Sign In, and sign in with your Expensify administrator account.
   You should be redirected to the Google sign-in page.
3. Select your account and enter your password.

After your credentials are authenticated, the app should open.

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