Custom SAML Provider Integration

This guide walks through configuring a custom SAML-compliant Identity Provider as your Reimbi Single Sign-On (SSO) provider. For general background on how SSO works in Reimbi, see the SSO overview.

Identity Provider Configuration

Creating New Application

1. Sign in to your Identity Provider's administration portal
2. Navigate to the section for creating new applications or service provider integrations
3. Create a new SAML application
4. Name the application "Reimbi"

Configuring Application Properties

1. Upload the Reimbi logo from https://www.reimbi.com/branding
2. Configure the application visibility and access settings according to your organization's requirements

SAML Configuration

1. Configure the SAML settings in your Identity Provider:
   • Enter the Identifier (Entity ID)
   • Enter the Reply URL (Assertion Consumer Service URL)

These values can be found at https://app.reimbi.com/users/~saml-sso/

Required Attribute Mapping

Configure the following attribute mappings in your Identity Provider:

Reimbi Configuration

Setting Up SSO Integration

1. Navigate to Company Settings, open the Integrations page
2. Click the "Configure" link next to Custom provider (https://app.reimbi.com/users/~saml-sso/)
3. Select Custom Provider as the Single Authentication Source

Configuring SSO Details

1. Upload the Identity Provider metadata file (typically an XML file provided by your Identity Provider)
2. Enter the Single Sign-On (SSO) URL provided by your Identity Provider - this is the URL that users will be redirected to when initiating the SSO login process (sometimes called Login URL or IdP SSO URL)

Permission Management

Default Permissions

Configure default permissions for new staff users in the Company Settings:

1. Navigate to Company Settings -> Staff accounts
2. Select the default permissions for new users
3. Save your changes

Important: Changes to default permissions only affect new users and have no impact on existing staff accounts. Individual permission modifications can be made as needed through Company Settings -> Staff accounts.