Expensify cloud application

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.

   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).

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. 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.
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. On the Attribute mapping page, click Finish.

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

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. In the Admin console, go to Menu  AppsWeb 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://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.