Okta Provisioning Integration

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• Maddy Lewis Expensify Team Posts: 96 Expensify Team

  May 2019

  Hi @doubledouble! I'm so glad you checked in about this. While Expensify cannot provision employees via SAML natively quite yet, de-provisioning can be done via Okta SCIM.

  You probably already knew that, but just wanted to give you a heads up just in case!

  Again, thanks for asking about this, and I'm hoping to see this as an available feature down the road!

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• fweigellattice Expensify Customer Posts: 1

  July 2019

  Provisioning via SCIM or JIT (creating automatically first time new user logs in via SAML) would really help. Still have to go in and create an account for every new user right now.

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• doubledouble Expensify Customer Posts: 7 Expensify Newcomer

  July 2019

  +1 for the last comment.

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• nate_the_grape Expensify Customer Posts: 3 Expensify Newcomer

  November 2019

  this would be great! +1 here
  
  managing the account in Okta *AND* expensify just means more things to manage by humans, which means the process is more prone to error.

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• Nicole Mendonca Expensify Customer, Expensify Team Posts: 97 Expensify Team

  November 2019

  Heya @nate_the_grape! De-provisioning can be done via Okta SCIM - if you want more information, or for us to set this up for you, please email [email protected] 
  

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• nate_the_grape Expensify Customer Posts: 3 Expensify Newcomer

  November 2019

  Right, but I am talking about the provisioning. I need to assign the app in Okta AND invite them in Expensify.

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• Karisa Latta Expensify Success Coach - Admin, Expensify Team Posts: 130 Expensify Team

  November 2019

  Hey @nate_the_grape
  
  I'm sorry for the confusion here. Expensify cannot provision employees via SAML/OKTA natively, but de-provisioning can be done via Okta SCIM.
  
  If you are both a Policy Admin and Domain Admin within Expensify, you can lessen your provisioning steps by using the Invite or Import From Spreadsheet options on the Settings > Policies > Group > [Policy Name] > People page. This will invite a new user to the preferred policy as well as the Domain Member list in one motion.
  
  I hope this helps! Please let me know if you have more questions.
  

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• nate_the_grape Expensify Customer Posts: 3 Expensify Newcomer

  November 2019

  I get that. What I’m saying is that I agree that we need PROVISIONING, like the original poster suggested. It would be great to have that so I don’t have to manage the user in two places. As of right now, my Okta/Expensify integration is working as well as it is designed to. 

  
  

  
  

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• Nicole Trepanier Expensify Team Posts: 497 Expensify Team

  November 2019

  @nate_the_grape Thanks for clarifying! We'll keep tracking demand for this feature. 

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• SamYaworski09 Expensify Customer Posts: 4 Expensify Newcomer

  December 2019

  would LOVE to have the ability to provision Expensify licenses via Okta

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• S_Sabet Expensify Customer Posts: 3 Expensify Newcomer

  January 2020 edited January 2020

  This feature will be super helpful for us:have the ability to provision Expensify licenses via Okta.
  
  or at lease provision via NetSuite. looks like none of them are available. 

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• Stephanie Elliot Expensify Team Posts: 65 Expensify Team

  January 2020 edited January 2020

  Hey @S_Sabet! There is a setting within the NetSuite integration that will allow you to automatically invite employees to your Group policy. Invite Employees & set Approval Workflow is configured on the Advanced tab of the NetSuite integration settings. This feature will import your employees from the selected NetSuite subsidiary, invite them to your Expensify policy and set the approval workflow. Learn more about how that works here. 

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• josemdv Expensify Customer Posts: 1

  April 2020

  This is extremely important for any big company using your software. Please, work on this.

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• pkaldis Expensify Customer Posts: 1

  July 2020

  +1 for provisioning. It seems silly to offer the ability to deprovision, without a similar ability for provisioning .

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• Christina Dobryzynski Expensify Success Coach - Admin, Expensify Team Posts: 220 Expensify Team

  July 2020

  Hi @pkaldis - thanks for adding your thoughts to this Idea!

  Don't forget to vote for this idea by clicking the ^ arrow in the voting box.

  Thanks for helping us make Expensify better for everyone!

  

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• createchange Expensify Customer Posts: 4

  September 2020

  I would like to also submit my support for this implementation of some sort of provisioning. An API endpoint would be ideal, but really any means to automate provisioning would be great.

  
  

  A (transparent) update by the Slack team regarding the internal priority of this issue would be very appreciated. I would think a feature like this, one which has suitors from the enterprise, would be something Expensify would prioritize.

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• Christina Dobryzynski Expensify Success Coach - Admin, Expensify Team Posts: 220 Expensify Team

  September 2020

  Thanks for adding your vote to this Idea, @createchange! Can you tell me what you mean by,

  "A (transparent) update by the Slack team regarding the internal priority of this issue would be very appreciated. I would think a feature like this, one which has suitors from the enterprise, would be something Expensify would prioritize."

  Thank you!

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• createchange Expensify Customer Posts: 4

  September 2020

  Is this actively being worked on? If so, is there a timeframe for release? If not, is it on the roadmap?

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• Kirk Barrett Expensify Success Coach - Admin Posts: 101 Expensify Team

  September 2020

  We don't yet have a set ETA on this feature's development but we will update here as soon as there is an update!

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• Rachael Hopkins Expensify Success Coach - Admin Posts: 780 Expensify Team

  September 2020

  Hi @createchange just to be a bit more transparent about the process, we have around 35,000 Community members, so we use the Ideas section to gauge demand for a feature. We start actively researching solutions once the demand goes up over 50 votes (not a high threshold in the grand scheme of things), and also get a number of comments as use-cases. For example this recently developed Idea had 180 votes and 5 pages' worth of discussion.

  At the point where the research begins, we change the status to 'Researching Solutions', so it's clear which Ideas are in progress, even if there is no actual development begun as yet.

  This Okta Provisioning Idea has 13 votes, so it's a long way from being on the radar yet.

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• createchange Expensify Customer Posts: 4

  September 2020

  I appreciate the explanation, truly. What other options are available to me for programmatically provisioning new users?

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• Rachael Hopkins Expensify Success Coach - Admin Posts: 780 Expensify Team

  September 2020

  @createchange let me find out. Our API Guide doesn't mention creating users, but let me just be 100% sure of that! I'm not the kind of person who really understands that sort of thing, so let me do my homework!

  As an aside, what accounting software do you use?

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• Rachael Hopkins Expensify Success Coach - Admin Posts: 780 Expensify Team

  September 2020

  @createchange and just like that, the lovely @Christina Dobryzynski found it for me! It is in the API Guide, but a different part to what I expected. 🤦Check out this page. That may help you a lot here!

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• createchange Expensify Customer Posts: 4

  September 2020 edited September 2020

  I eat my words. Thank you for digging that up! I never found that page during my own research.

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• Rachael Hopkins Expensify Success Coach - Admin Posts: 780 Expensify Team

  September 2020

  @createchange it may give you insight to know that the bulk of Expensify customers have less than 100 users, so while it may be very important for the enterprise sized customers, they are in the minority as far as the 'typical' Expensify user goes. We get few requests for this, even via support channels. I definitely recommend looking into the API! And as an aside, I'll ask some leading questions internally here!

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