This document describes how to set up multi-factor authentication (MFA) for Expensify with AuthPoint as an identity provider. Expensify must already be configured and deployed before you set up MFA with AuthPoint.
Expensify can be configured to support MFA in several modes. For this integration, we set up SAML with AuthPoint.
Expensify Authentication Data Flow with AuthPoint
AuthPoint communicates with various cloud-based services and service providers with the SAML protocol. This diagram shows the data flow of an MFA transaction for Expensify.
Before You Begin
Before you begin these procedures, make sure that:
- End-users can log in to the Expensify
- A token is assigned to a user in AuthPoint
- You have an AuthPoint identity provider (IdP) certificate (see Certificate Management)
To start, you must download the metadata file from the Resources page in the AuthPoint management UI. After you have those, you can configure Expensify.
From the WatchGuard Cloud web UI:
- From the navigation menu, select Configure > AuthPoint. If you have a Service Provider account, you must select an account from Account Manager.
- Select Resources.
- Click Certificate.
- Next to AuthPoint certificate you will associate with your resource, click and select Download Metadata. We recommend that you choose the certificate with the latest expiration date.
The AuthPoint metadata provides your resource, in this case Expensify, with information necessary to identify AuthPoint as a trusted identity provider.
- Log in to Expensify as an administrator.
- From the navigation menu, select Admin > Domain Control > [your domain name].
- Select SAML.
- Select the SAML Login slider.
- In the Identity Provider MetaData text box, paste the content of the AuthPoint metadata file you downloaded.
- Copy the value in the Login URL field.
- Click Save configuration.
Before AuthPoint can receive authentication requests from Expensify, you must add a SAML resource in AuthPoint. You must also create an authentication policy for the Expensify resource to determine which users can authenticate and log in to Expensify and which authentication methods they can use (Push, QR code, and OTP).
Add a Expensify Resource in AuthPoint
From the AuthPoint management UI:
- From the navigation menu, select Resources.
- From the Choose a Resource Type drop-down list, select SAML. Click Add Resource.
- Type a name for this resource.
- In the Application Type drop-down field, select Expensify.
- In the Service Provider Entity ID text box, type https://www.expensify.com.
- In the Assertion Consumer Service text box, type the Login URL value from the SAML page in Expensify.
- From the AuthPoint Certificate drop-down list, select the AuthPoint certificate to associate with your resource. This must be the same certificate that you downloaded the metadata for in the previous section.
- Click Save.
Add a Group in AuthPoint
You must have at least one user group in AuthPoint to configure MFA. If you already have a group, you do not have to add another group.
To add a group to AuthPoint:
- From the navigation menu, select Groups.
- Click Add Group.
The New Group page appears.
- In the Name text box, type a descriptive name for the group.
- (Optional) In the Description text box, type a description of the group.
- Click Save.
Your group is listed on the Groups page.
Add an Authentication Policy to AuthPoint
Authentication policies specify which resources users can authenticate to and which authentication methods they can use (Push, QR code, and OTP).
You must have at least one authentication policy in AuthPoint that includes the Expensify resource. If you already have authentication policies, you do not have to create a new authentication policy. You can add this resource to your existing authentication policies.
Users that do not have an authentication policy for a specific resource cannot authenticate to log in to that resource.
To configure an authentication policy:
- From the navigation menu, select Authentication Policies.
- Click Add Policy.
- Type a name for this policy.
- From the Select the authentication options drop-down list, select Authentication options and select which authentication options users can choose from when they authenticate.
For SAML resources, if you select more than one authentication option, users must select one of the available options when they authenticate. For example, if you select OTP and Push, users can choose to type their OTP or approve a push to authenticate. You cannot require that they do both.
- Select which groups this policy applies to. You can select more than one group. To configure this policy to apply to all groups, select All Groups.
- Select the resource that you created in the previous section. If you want this policy to apply to additional resources, select each resource this policy applies to. To configure this policy to apply to all resources, select All Resources.
(Optional) If you have configured policy objects such as a Network Location, select which policy objects apply to this policy. When you add a policy object to a policy, the policy only applies to user authentications that match the conditions of the policy objects. For example, if you add a Network Location to a policy, the policy only applies to user authentications that come from that Network Location. Users who only have a policy that includes a Network Location do not get access to the resource when they authenticate outside of that Network Location (because they do not have a policy that applies, not because authentication is denied).
If you configure policy objects, we recommend that you create a second policy for the same groups and resources without the policy objects. The policy with the policy objects should have a higher priority.
- Click Save.
Your policy is created and added to the end of the policy list.
When you create a new policy, we recommend that you review the order of your policies. AuthPoint always adds new policies to the end of the policy list.
Add Users to AuthPoint
Before you assign users to a group, you must add the users to AuthPoint. There are two ways to add AuthPoint user accounts:
- Sync users from an external user database
- Add local AuthPoint users
Each user must be a member of a group. You must add at least one group before you can add users to AuthPoint.
To import users from Active Directory, Azure Active Directory, or an LDAP database, you must add an external identity in the AuthPoint management UI. External identities connect to user databases to get user account information and validate passwords.
- To sync users from Active Directory or an LDAP database, you must add an LDAP external identity
- To sync users from Azure Active Directory, you must add an Azure AD external identity
When you sync users from an external user database, you can sync any number of users and they are all added to AuthPoint at one time. Users synced from an external user database use the password defined for their user account as their AuthPoint password.
You can create local AuthPoint users on the Users page in the AuthPoint management UI. Because you can create only one user at a time, you most commonly do this when you want to create test users or to add only a small number of users.
Unlike users synced from an external user database, local AuthPoint users define and manage their own AuthPoint password. When you add a local user account, the user receives an email that prompts them to set their password.
To learn how to add local AuthPoint user accounts, see Add Local AuthPoint Users.
Test the Integration
To test the integration of AuthPoint and configuration of your Expensify, you can authenticate with a mobile token on your mobile device. You can choose any method (one-time password, QR code, or push).
In this example, we show the push authentication method (users receive a push notification in the mobile app that they must approve to authenticate).
- In a web browser, go to https://www.expensify.com/signin. Click SAML Login.
- Type your email address or AuthPoint user name. Click Next.
- If required, in the Password text box, type your password.
- For the authentication method, select Push.
- Click Send.
- Approve the authentication request that is sent to your mobile device.
You are logged in to Expensify.