Security and Privacy

Steps to Access Security and Privacy Settings

1. Open Settings Manager
   From the top of your ExpensePoint screen, click the Settings Manager module.
   
2. Access Security & Privacy
   Click on Security & Privacy in the left-side navigation menu.
   
3. Overview of Security & Privacy
   The Security & Privacy workspace allows you to configure four main areas:
   1. Authentication Method
   2. API Key
   3. Privacy
   4. Password Policy
      

Authentication Method Section

Set how users authenticate or login into the ExpensePoint system. Choose from:

• Password: Users log in with their email and password.
• OpenID Connect: Allows users to log in through this Single Sign-On (SSO) option integrated with your system.
• SAML: Allows users to log in through this Single Sign-On (SSO) option integrated with your system.
• Allow Password Fallback: Allows users to log in through SSO or with their password. Useful if SSO is not fully deployed in a company.

API Key Section

Integrate ExpensePoint with your HR or accounting system, as applicable, with the following options:

• Create API Key: If you have not previously created an API key, you may do so by clicking the Create Key button to generate one for this integration.
• Documentation Links:
  • JSON web API documentation:https://cad.expensepoint.com/public/help
  • XML SOAP URL: API Web Service

Privacy Section

Apply government data policies to personal information. Choose if you’d like to:

• Activate GDPR/Data Privacy Features: Allows users to view and download their personal information.

Password Policy Section

Set password requirements to meet your company’s security standards, with the following options:

• Use default system settings
• Maximum Password Age (days)
• Minimum Password Length
• Password requires lower case characters
• Password requires upper case characters
• Password requires numeric characters
• Password requires special characters
• Allow password reuse
• Strength strong

After adjusting any of the settings from the above sections, click the Save button to apply all changes.

Watch the video below for a visual guide to Security and Privacy.