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

  2. From the Admin console Home page, go to Securityand thenSet up single sign-on (SSO) for SAML applications.

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

  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 thenWeb and mobile apps.
  3. Click Add appand thenSearch for apps.
  4. Enter Expensify in the search field.
  5. In the search results, hover over the Expensify SAML app and click Select
  6. Click Continue.
  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 Continue.

    Note: Attribute mapping is not required for Expensify.

  9. On the Attribute mapping page, click Finish.
Step 3: Enable the Expensify app
  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 thenWeb and mobile apps.
  3. Select Expensify.
  4. Click User access.
  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. (Optional) To turn a service on or off for an organizational unit:

    1. At the left, select the organizational unit.
    2. Select On or Off.
    3. Click Override to keep your setting if the service for the parent organizational unit is changed.
    4. If Overridden is already set for the organizational unit, 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

Expensify supports both Identity Provider (IdP) initiated and Service Provider (SP) initiated SSO. Follow these steps to verify SSO in either mode:

IdP-initiated

  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 thenWeb and mobile apps.
  3. Select Expensify.
  4. At the top left, click Test SAML login

    Expensify should open in a separate tab. If it doesn’t, use the information in the resulting SAML error messages to update your IdP and SP settings as needed, then retest SAML login.

SP-initiated

  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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