New User Activation Workflows with SSO

When you have SSO configured and invite your users, there are different workflows to be aware of depending on your authentication settings. 

The first step is to bulk invite your users from the People page. You can do this by selecting your Pending users, and then clicking “Send Invites”:

If you are allowing password logins…

When your users receive the invite, they will need to click “Accept Invite”. Because you are allowing password logins, they will be prompted to create a local password for Emburse Spend. After they complete setup of their account, they will be able to login with your identity provider (Okta, Google, Azure, etc) and click on the Emburse Spend tile to login. They will also be able to login with their local password and email address. 

If you are only allowing SSO logins…

Users need to be invited to Emburse Spend from the People tab, and they still need to click to “Accept Invite” in the email to activate their account. This will take them to a page that shows they have been invited to join Emburse Spend via the Identity Provider.

After activating, users should go to the identity provider website, meaning they should go to OneLogin, or Azure, or Google. Then they should click on the tile for the Emburse Spend app that has been created. This will log them into Emburse Spend.

Mobile App

For the mobile app, for the first login, you will need to go through your identity provider as well. Open your identity provider through either the identity provider’s mobile app, or through the web on mobile. Then open Emburse Spend from the identity provider.