Once you've set up an identity provider, added at least one domain and verified the domain(s), you can test your Single Sign-On (SSO) setup to make sure your users can sign in.
To test your SSO setup, complete the following steps:
1. Ensure you're signed out of ExpenseIn and navigate to https://app.expensein.com/signin.
2. You'll see the standard email address and password sign-on screen; click Sign in with SSO.
3. Enter your email address, which should contain a domain you have previously configured for SSO, and click Sign In.
4. You should be redirected to the third party identity provider which was linked to the domain of your email address during the SSO set-up.
5. If you're not signed into the identity provider, you'll be asked to sign in at this point.
6. After signing into the identity provider, you'll be redirected back to ExpenseIn and should be signed in.
Note:
If you're already signed into the identity provider before clicking Sign In on step 3, then you will not have to sign into the identity provider again, and redirection back to ExpenseIn will happen immediately. This may happen so quickly that you cannot see it.
If you're already signed into the Identity Provider with a different email address than your registered ExpenseIn user email address, or you're signed into an identity provider different to the one setup in ExpenseIn for SSO, the sign in attempt will fail. If this occurs, you must log out of the identity provider before reattempting to sign-in.
Troubleshooting
In the event of signing in via SSO not working, double-check the following:
Make sure you have configured a domain and associated it with an identity provider in the Single Sign-On area in Admin.
Make sure your domain has been verified, E.g. It is not showing a Pending Verification label.
Make sure the identity provider is showing as In Use. If not, this indicates that it has not been linked to a domain yet.
Make sure the email address you used to sign in with has the same domain as the domain you configured for SSO.
If you still have a problem testing SSO, then please contact ExpenseIn Support.