Here's how to set up login via SAML SSO for your company using Okta or OneLogin.
Set up Spendesk <> Okta SSO
Spendesk is listed as an official partner connector in Okta's marketplace of applications. Here's an OKTA <> Spendesk setup tutorial.
Follow these steps:
Ask your account/billing manager at Spendesk to activate SAML SSO for your company, and to provide you with your Organization ID.
Connect to Okta - go to Applications and search for Spendesk. Then, click on 'Add'.
Once at this step, click on 'Edit' and fill in your Spendesk Organization ID in 'Customer ID' filled. Save at the bottom of the page.
Share your XML file with your account/billing manager.
They'll finish activating SAML SSO login for your company.
You can then proceed to test SAML SSO login using this link.
If it's right for you, you can choose to enforce it for all users.
Set up Spendesk <> OneLogin SSO
Spendesk is listed as an official partner connector in OneLogin's marketplace of applications. You'll need an 'Organization ID' from your account/billing manager at Spendesk to complete this task.
Contact your account manager to ask for SAML SSO activation and for your Organization ID.
Connect as an Admin on OneLogin, go to 'Applications' and add Spendesk.
After creating the application using the Spendesk connector template, specify your Spendesk Organisation ID in the 'Spendesk Customer ID' field and hit 'Save'.
Ask your account manager to complete the SAML SSO setup process by communicating the XML metadata file to them. After they complete it, you can then proceed to test SAML SSO login using this link. If it's right for you, you can choose to enforce it for all users.