Integrate Expensify with Conditional Access

Create a Portnox Cloud application configuration

In this step, you will create a configuration in Portnox Cloud that will contain all the information necessary to integrate with Expensify.

Important: Before you can configure SAML single sign-on in Expensify, you must first add and verify your domain in Expensify.

In a new tab of your browser, open your Portnox Cloud account by accessing the following URL: https://clear.portnox.com/
From now on, we will call this tab the Portnox tab.
In the Cloud portal top menu, click on the Applications option.
On the Applications screen, click on the Add application button, and select the Add new SAML application option.
Optional: If you have more than one SAML identity provider configured, select the identity provider in the Select an identity provider to use for this application section.
In the Application details section, enter an Application name and optionally a Description.

In this example, we used the name Expensify for the new application configuration but you can use any name you like.
Keep this browser tab open. You will need it later.

In this section, you will access your Expensify SAML login settings.

In another tab of your browser, open the Expensify SAML login settings page by accessing the following URL: https://www.expensify.com/domain_saml.
From now on, we will call this tab the Expensify tab.
Activate the SAML Login switch.

In this section, you will export the metadata from Portnox Cloud into a file and paste the content of that file in the Expensify SAML login section.

In the Portnox tab, in the SAML metadata section, click on the Download metadata XML file link to download the XML file and save it to your local drive.
Open the metadata file in a text editor and copy its entire content to the clipboard.
In the Expensify tab, use your operating system’s paste function to paste the content of the clipboard into the Identity Provider MetaData field.

In this section, you will copy the values displayed in your Expensify SAML login section, and paste them in the relevant fields in Portnox Cloud.

In the Expensify tab, click on the 🔗 icon next to the Entity ID field to copy the value to the clipboard.
In the Portnox tab, in the Application properties section, click on the empty field under the Entity ID / Service Provider Entity URL heading and paste the value copied from Expensify.
In the Expensify tab, click on the 🔗 icon next to the Login URL field to copy the value to the clipboard.
In the Portnox tab, in the Application properties section, click on the empty field under the Assertion Consumer Service (ACS) URL / Reply URL heading and paste the value copied from Expensify.

In this section, you will finalize the configuration in Portnox Cloud and Expensify.

Finalize the configuration in the Portnox tab.
1. Optional: In the POLICY ASSIGNMENTS section, change the setting to Application-based and then select an access control policy and a risk assessment policy if you want to control access to this application without using groups.
2. Scroll all the way down to the end of the page, and then click on the Save button.
Finalize the configuration in the Expensify tab.
1. If you tested the configuration and are sure everything is working, activate the Required for login switch.
  
  Note: We recommend to first test the integration in another browser window before making this change. Otherwise, if there are problems with the integration, you may be unable to log in using your administrator account.
  
  Note: After you activate this option, you may need to paste your metadata again. This is an Expensify bug.

Result: You have configured Expensify to be accessible using Portnox Conditional Access for Applications.