Integrate Expensify with Zero Trust Network Access

In this topic, you will find general instructions on how to integrate Expensify with Portnox™ Zero Trust Network 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.
  1. 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.

  2. In the Cloud portal top menu, click on the Zero Trust Resources option.

  3. On the Resources screen, click on the Create resource button.

    1. In the What type of resource is this? section, select the SSO web application option.
    2. In the Authentication protocol section, select the SAML option.
    3. Click on the Next button.

  4. 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 resource section.
  5. In the Resource details section, enter a Resource 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.

  6. Keep this browser tab open. You will need it later.

Open your Expensify SAML login settings

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

  1. 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.

  2. Activate the SAML Login switch.

Export metadata from the Portnox tab and paste it in the Expensify tab

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.

  1. 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.

  2. Open the metadata file in a text editor and copy its entire content to the clipboard.

  3. In the Expensify tab, use your operating system’s paste function to paste the content of the clipboard into the Identity Provider MetaData field.

Copy configuration values from the Expensify tab to the Portnox tab

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.

  1. In the Expensify tab, click on the  🔗  icon next to the Entity ID field to copy the value to the clipboard.

  2. In the Portnox tab, in the Resource properties section, click on the empty field under the Entity ID / Service Provider Entity URL heading and paste the value copied from Expensify.

  3. In the Expensify tab, click on the  🔗  icon next to the Login URL field to copy the value to the clipboard.

  4. In the Portnox tab, in the Resource properties section, click on the empty field under the Assertion Consumer Service (ACS) URL / Reply URL heading and paste the value copied from Expensify.

Finalize the configuration

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

  1. Finalize the configuration in the Portnox tab.
    1. Optional: Click on the Next button, and in the Policy enforcement section, in the Device risk assessment section, change the setting to Override with custom policy and then select a risk assessment policy if you want to assess risk with this application using a custom risk assessment policy, and in the Access control section, change the setting to Override with custom policy and then select an access control policy if you want to control access to this application using a custom access control policy.
    2. Scroll all the way down to the end of the page, and then click on the Add resource button.

  2. 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 Zero Trust Network Access.