- \n
- A JumpCloud administrator account.<\/li>\n\n\n\n
- JumpCloud SSO Package or higher\u00a0or SSO \u00e0 la carte option.<\/li>\n\n\n\n
- An Expensify administrator account.<\/li>\n\n\n\n
- Your Expensify domain name.<\/li>\n<\/ul>\n\n\n\n
Creating a new JumpCloud Application Integration<\/strong><\/h2>\n\n\n\n
- \n
- Log in to the JumpCloud Admin Portal<\/a>.<\/li>\n\n\n\n
- Go to\u00a0USER AUTHENTICATION\u00a0<\/strong>>\u00a0SSO<\/strong> Applications<\/strong>.<\/li>\n\n\n\n
- Click + Add New Application<\/strong>.<\/li>\n\n\n\n
- Type the name of the application in the Search <\/strong>field and select it.<\/li>\n\n\n\n
- Click Next<\/strong>.<\/li>\n\n\n\n
- In the Display Label<\/strong>, type your name for the application. Optionally, you can enter a Description<\/strong>, adjust the User Portal Image and choose to hide or Show in User Portal<\/strong>.<\/li>\n<\/ol>\n\n\n\n
![](\"\/wp-content\/themes\/jumpcloud\/assets\/images\/gutenberg-blocks\/note-icon.png\")
<\/p><\/div>Note:<\/strong> \nIf this is a Bookmark Application, enter your sign-in URL in the Bookmark URL<\/strong> field.<\/p>\n <\/div><\/div><\/div><\/div>\n\n\n\n
- \n
- Optionally, expand Advanced Settings<\/strong> to specify a value for the SSO IdP URL<\/strong>. If no value is entered, it will default to https:\/\/sso.jumpcloud.com\/saml2\/<applicationname><\/kbd>.<\/li>\n<\/ol>\n\n\n\n
![](\"\/wp-content\/themes\/jumpcloud\/assets\/images\/gutenberg-blocks\/warning-icon.png\")
<\/p><\/div>Warning:<\/strong> \nThe SSO IdP URL<\/strong> is not editable after the application is created. You will have to delete and recreate the connector if you need to edit this field at a later time.<\/p>\n <\/div><\/div><\/div><\/div>\n\n\n\n
- \n
- Click Save Application<\/strong>.<\/li>\n\n\n\n
- If successful, click:\n
- \n
- Configure Application<\/strong> and go to the next section <\/li>\n\n\n\n
- Close<\/strong> to configure your new application at a later time <\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n
Configuring the SSO Integration<\/strong><\/h2>\n\n\n\n
To configure JumpCloud<\/strong><\/h3>\n\n\n\n
- \n
- Create a new application<\/a> or select it from the Configured Application<\/strong>s list.<\/li>\n\n\n\n
- Select the SSO<\/strong> tab.<\/li>\n\n\n\n
- Replace any instances of YOURDOMAIN with your Expensify domain name.<\/li>\n\n\n\n
- Add or change any desired attributes.<\/li>\n\n\n\n
- Click save<\/strong>.<\/li>\n<\/ol>\n\n\n\n
Download the JumpCloud metadata<\/strong> file<\/strong><\/h4>\n\n\n\n
- \n
- Find your application in the Configured Applications<\/strong> list and click anywhere in the row to reopen its configuration window.<\/li>\n\n\n\n
- Select the SSO <\/strong>tab and click Export Metadata<\/strong>.<\/li>\n\n\n\n
- The JumpCloud-<applicationname>-metadata.xml<\/strong> will be exported to your local Downloads <\/strong>folder.<\/li>\n<\/ol>\n\n\n\n
![](\"\/wp-content\/themes\/jumpcloud\/assets\/images\/gutenberg-blocks\/tip-icon.png\")
<\/p><\/div>Tip:<\/strong> \nMetadata can also be downloaded from the Configured Applications<\/strong> list. Search for and select the application in the list and then click Export Metadata<\/strong> in the top right corner of the window.<\/p>\n <\/div><\/div><\/div><\/div>\n\n\n\n
To configure Expensify<\/strong><\/h3>\n\n\n\n
- \n
- Log on to your Expensify instance as domain administrator.<\/li>\n\n\n\n
- Navigate to Settings > Domain Control<\/strong>.<\/li>\n\n\n\n
- Click on the required domain.<\/li>\n\n\n\n
- Select the SAML<\/strong> menu item.<\/li>\n\n\n\n
- Switch SAML Login<\/strong> option to ENABLED<\/strong>.<\/li>\n\n\n\n
- [OPTIONAL] Enable the Required for login<\/strong> option.<\/li>\n<\/ol>\n\n\n\n
![](\"\/wp-content\/themes\/jumpcloud\/assets\/images\/gutenberg-blocks\/important-icon.png\")
<\/p><\/div>Important:<\/strong> \nAfter choosing this option, users can only sign in with SSO and cannot use an Expensify password. Please make sure the SAML configuration works properly before enabling this option.<\/p>\n <\/div><\/div><\/div><\/div>\n\n\n\n
- \n
- Enter the contents of the JumpCloud metadata file into the Identity Provider MetaData<\/strong> field.<\/li>\n<\/ol>\n\n\n\n
Authorizing User SSO Access<\/strong><\/h2>\n\n\n\n
Users are implicitly denied access to applications. After you connect an application to JumpCloud, you need to authorize user access to that application. You can authorize user access from the Application Configuration<\/strong> panel or from the Groups Configuration<\/strong> panel. <\/p>\n\n\n\n
To authorize user access from the Application Configuration panel<\/strong><\/h3>\n\n\n\n
- \n
- Log in to the <\/a>JumpCloud Admin Portal<\/a>.<\/li>\n\n\n\n
- Go to USER AUTHENTICATION > SSO<\/strong> Applications<\/strong>, then select the application to which you want to authorize user access.<\/li>\n\n\n\n
- Select the User Groups<\/strong> tab. If you need to create a new group of users, see Get Started: User Groups<\/a>.<\/li>\n\n\n\n
- Select the check box next to the group of users you want to give access.<\/li>\n\n\n\n
- Click save<\/strong>. <\/li>\n<\/ol>\n\n\n\n
To learn how to authorize user access from the Groups Configuration<\/strong> panel, see Authorize Users to an SSO Application<\/a>.<\/p>\n\n\n\n
Validating SSO user authentication workflow(s)<\/strong><\/h2>\n\n\n\n
IdP-initiated<\/strong> user workflow<\/strong><\/h3>\n\n\n\n
- \n
- Access the JumpCloud User Console<\/a><\/li>\n\n\n\n
- Go to\u00a0Applications<\/strong> and click an application tile to launch it<\/li>\n\n\n\n
- JumpCloud asserts the user’s identity to the SP and is authenticated without the user having to log in to the application<\/li>\n<\/ul>\n\n\n\n
SP-initiated<\/strong> user workflow<\/strong><\/h3>\n\n\n\n
- \n
- Go\u00a0to the SP application login – generally, there is either a special link or an adaptive username field that detects the user is authenticated through SSO<\/li>\n<\/ul>\n\n\n\n<\/p><\/div>Note:<\/strong> \n
This varies by SP.<\/p>\n <\/div><\/div><\/div><\/div>\n\n\n\n
- \n
- Login redirects the user to JumpCloud where the user enters their JumpCloud credentials<\/li>\n\n\n\n
- After the user is logged in successfully, they are redirected\u00a0back to the SP and automatically logged in<\/li>\n<\/ul>\n\n\n\n
Removing the SSO Integration<\/strong><\/h2>\n\n\n\n
<\/p><\/div>Important:<\/strong> \nThese are steps for removing the integration in JumpCloud. Consult your SP’s documentation for any additional steps needed to remove the integration in the SP. Failure to remove the integration successfully for both the SP and JumpCloud may result in users losing access to the application.<\/p>\n <\/div><\/div><\/div><\/div>\n\n\n\n
To deactivate<\/strong><\/strong> the SSO Integration<\/strong><\/h3>\n\n\n\n
- Go to\u00a0Applications<\/strong> and click an application tile to launch it<\/li>\n\n\n\n
- Go to USER AUTHENTICATION > SSO<\/strong> Applications<\/strong>, then select the application to which you want to authorize user access.<\/li>\n\n\n\n
- Log in to the <\/a>JumpCloud Admin Portal<\/a>.<\/li>\n\n\n\n
- Select the SSO <\/strong>tab and click Export Metadata<\/strong>.<\/li>\n\n\n\n
- Select the SSO<\/strong> tab.<\/li>\n\n\n\n
- Close<\/strong> to configure your new application at a later time <\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n
- If successful, click:\n
- Click Save Application<\/strong>.<\/li>\n\n\n\n
- Go to\u00a0USER AUTHENTICATION\u00a0<\/strong>>\u00a0SSO<\/strong> Applications<\/strong>.<\/li>\n\n\n\n
- Log in to the JumpCloud Admin Portal<\/a>.<\/li>\n\n\n\n