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Tutorial: Microsoft Entra integration with Insperity ExpensAble

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In this tutorial, you learn how to integrate Insperity ExpensAble with Microsoft Entra ID. Integrating Insperity ExpensAble with Microsoft Entra ID provides you with the following benefits:

  • You can control in Microsoft Entra ID who has access to Insperity ExpensAble.
  • You can enable your users to be automatically signed-in to Insperity ExpensAble (Single Sign-On) with their Microsoft Entra accounts.
  • You can manage your accounts in one central location.

If you want to know more details about SaaS app integration with Microsoft Entra ID, see What is application access and single sign-on with Microsoft Entra ID. If you don't have an Azure subscription, create a free account before you begin.

Prerequisites

To configure Microsoft Entra integration with Insperity ExpensAble, you need the following items:

  • A Microsoft Entra subscription. If you don't have a Microsoft Entra environment, you can get a free account
  • Insperity ExpensAble single sign-on enabled subscription

Scenario description

In this tutorial, you configure and test Microsoft Entra single sign-on in a test environment.

  • Insperity ExpensAble supports SP initiated SSO

To configure the integration of Insperity ExpensAble into Microsoft Entra ID, you need to add Insperity ExpensAble from the gallery to your list of managed SaaS apps.

To add Insperity ExpensAble from the gallery, perform the following steps:

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
  2. Browse to Identity > Applications > Enterprise applications > New application.
  3. In the Add from the gallery section, type InsperityExpensAble in the search box.
  4. Select Insperity ExpensAble from results panel and then add the app. Wait a few seconds while the app is added to your tenant.

Configure and test Microsoft Entra single sign-on

In this section, you configure and test Microsoft Entra single sign-on with Insperity ExpensAble based on a test user called Britta Simon. For single sign-on to work, a link relationship between a Microsoft Entra user and the related user in Insperity ExpensAble needs to be established.

To configure and test Microsoft Entra single sign-on with Insperity ExpensAble, you need to complete the following building blocks:

  1. Configure Microsoft Entra Single Sign-On - to enable your users to use this feature.
  2. Configure Insperity ExpensAble Single Sign-On - to configure the Single Sign-On settings on application side.
  3. Create a Microsoft Entra test user - to test Microsoft Entra single sign-on with Britta Simon.
  4. Assign the Microsoft Entra test user - to enable Britta Simon to use Microsoft Entra single sign-on.
  5. Create Insperity ExpensAble test user - to have a counterpart of Britta Simon in Insperity ExpensAble that is linked to the Microsoft Entra representation of user.
  6. Test single sign-on - to verify whether the configuration works.

Configure Microsoft Entra single sign-on

In this section, you enable Microsoft Entra single sign-on.

To configure Microsoft Entra single sign-on with Insperity ExpensAble, perform the following steps:

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.

  2. Browse to Identity > Applications > Enterprise applications > Insperity ExpensAble application integration page, select Single sign-on.

    Configure single sign-on link

  3. On the Select a Single sign-on method dialog, select SAML/WS-Fed mode to enable single sign-on.

    Single sign-on select mode

  4. On the Set up Single Sign-On with SAML page, click Edit icon to open Basic SAML Configuration dialog.

    Edit Basic SAML Configuration

  5. On the Basic SAML Configuration section, perform the following steps:

    Insperity ExpensAble Domain and URLs single sign-on information

    In the Sign-on URL text box, type a URL using the following pattern: https://server.expensable.com/esapp/Authenticate?companyId=<company ID>

    Note

    The value is not real. Update the value with the actual Sign-On URL. Contact Insperity ExpensAble Client support team to get the value. You can also refer to the patterns shown in the Basic SAML Configuration section.

  6. On the Set up Single Sign-On with SAML page, in the SAML Signing Certificate section, click Download to download the Certificate (Base64) from the given options as per your requirement and save it on your computer.

    The Certificate download link

  7. On the Set up Insperity ExpensAble section, copy the appropriate URL(s) as per your requirement.

    Copy configuration URLs

    a. Login URL

    b. Microsoft Entra Identifier

    c. Logout URL

Configure Insperity ExpensAble Single Sign-On

To configure single sign-on on Insperity ExpensAble side, you need to send the downloaded Certificate (Base64) and appropriate copied URLs from the application configuration to Insperity ExpensAble support team. They set this setting to have the SAML SSO connection set properly on both sides.

Create a Microsoft Entra test user

The objective of this section is to create a test user called Britta Simon.

  1. Sign in to the Microsoft Entra admin center as at least a User Administrator.
  2. Browse to Identity > Users > All users.
  3. Select New user > Create new user, at the top of the screen.
  4. In the User properties, follow these steps:
    1. In the Display name field, enter B.Simon.
    2. In the User principal name field, enter the username@companydomain.extension. For example, B.Simon@contoso.com.
    3. Select the Show password check box, and then write down the value that's displayed in the Password box.
    4. Select Review + create.
  5. Select Create.

Assign the Microsoft Entra test user

In this section, you enable Britta Simon to use Azure single sign-on by granting access to Insperity ExpensAble.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.

  2. Browse to Identity > Applications > Enterprise applications > Insperity ExpensAble.

    Enterprise applications blade

  3. In the applications list, select Insperity ExpensAble.

    The Insperity ExpensAble link in the Applications list

  4. In the app's overview page, select Users and groups.

  5. Select Add user/group, then select Users and groups in the Add Assignment dialog.

    1. In the Users and groups dialog, select B.Simon from the Users list, then click the Select button at the bottom of the screen.
    2. If you are expecting a role to be assigned to the users, you can select it from the Select a role dropdown. If no role has been set up for this app, you see "Default Access" role selected.
    3. In the Add Assignment dialog, click the Assign button.

Create Insperity ExpensAble test user

In this section, you create a user called Britta Simon in Insperity ExpensAble. Work with Insperity ExpensAble support team to add the users in the Insperity ExpensAble platform. Users must be created and activated before you use single sign-on.

Test single sign-on

In this section, you test your Microsoft Entra single sign-on configuration using the Access Panel.

When you click the Insperity ExpensAble tile in the Access Panel, you should be automatically signed in to the Insperity ExpensAble for which you set up SSO. For more information about the Access Panel, see Introduction to the Access Panel.

Additional Resources