diff --git a/docs/articles/new-expensify/workspaces/Claim-and-Verify-a-Domain.md b/docs/articles/new-expensify/workspaces/Claim-and-Verify-a-Domain.md new file mode 100644 index 000000000000..3231f0ac877c --- /dev/null +++ b/docs/articles/new-expensify/workspaces/Claim-and-Verify-a-Domain.md @@ -0,0 +1,66 @@ +--- +title: Claim and Verify a Domain +description: Learn how to claim and verify a private domain in New Expensify to enable SAML login and unlock enhanced security features. +keywords: [New Expensify, claim domain, verify domain, private domain, domain settings, enhanced security, SAML, domain admin] +--- + +
+ +If you have a private domain (e.g., yourcompany.com), you can claim and verify it in Expensify to manage employee permissions and enable additional security features. + +# What you can do with a claimed and verified domain + +Once you've claimed and verified a domain, you can: +- Configure SAML login +- Enforce SAML login for domain members + +# Step 1: Claim Your Domain + +To claim a private domain, you must: +- Be logged in with an email address from that domain +- Have verified your contact method with a magic code + +## Steps to claim your domain +1. From the left-hand menu, go to **Workspaces > Domains**. +2. Click the Enable button. + a. If you have already claimed one or more domains, click the **New** button in the upper-right hand corner > **New domain** to add a new domain. +3. Enter the name of your private domain (e.g., `yourcompany.com`) in the form. +4. Click **Continue**. + + +# Where to find domain settings + +From the left-hand menu, select **Workspaces > Domains**. + +If you haven't claimed a domain yet, you'll see a section labeled **Enhanced security** explaining the benefits of domain control. Once domains are claimed, the **Enhanced security** section is relabeled as **Domains**. + +Each domain is listed in its own row, showing: +- Domain name +- Verification status (Verified, Not verified) +- Overflow menu with management options + + +## What happens next? + +Depending on your email setup: + +- **If you're not using an email from that domain**: You'll see an error. You can't claim domains that don't match your email address.. +- **If your email is from that domain but not verified**: You’ll be prompted to verify your login using a magic code. +- **If the domain is already claimed**: You’ll need to coordinate with an existing admin to request that your role be updated to Domain Admin. + +After the domain is successfully claimed, the domain will appear under **Workspaces > Domains** in the **Not verified** state. + + +# Step 2: Verify Your Domain + +To unlock advanced security settings and enable SAML, the domain must be verified through a DNS record. + +## Steps to verify your domain + +**Note**: This process may be managed by your IT department or web consultant. +1. Log in to your DNS service provider (e.g., Namecheap, GoDaddy, Amazon Route 53). +2. Locate the DNS Records page (sometimes labeled as DNS Management or Zone File Editor). +3. Add a TXT record with the verification value provided in Expensify under **Workspaces > Domains > three-dot menu > Verify domain**. +4. Save your changes. + +Once verified, you’ll see a confirmation message and your domain will be marked as **Verified**. diff --git a/docs/articles/new-expensify/workspaces/Verify-a-Domain.md b/docs/articles/new-expensify/workspaces/Verify-a-Domain.md deleted file mode 100644 index 96d2d5c2b340..000000000000 --- a/docs/articles/new-expensify/workspaces/Verify-a-Domain.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Verify a Domain -description: Learn how to claim and verify a private domain in New Expensify to enable SAML login and unlock enhanced security features. -keywords: [New Expensify, claim domain, verify domain, private domain, domain settings, enhanced security, SAML, domain admin] ---- - -
- -If you have a private domain (e.g., yourcompany.com), you can verify it in Expensify to manage employee permissions and enable additional security features. - -# Verify Your Domain - - - -1. Log in to your DNS service provider (e.g., Namecheap, GoDaddy, Amazon Route 53). If your domain is managed internally, contact your IT department. -2. Locate the DNS Records page (sometimes labeled as DNS Management or Zone File Editor). -3. Add a TXT record with the verification value provided in Expensify under **Workspaces > Domains > three-dot menu > Verify domain**. -4. Save your changes. - -Once verified, you’ll see a confirmation message and your domain will be marked as **Verified**. diff --git a/docs/redirects.csv b/docs/redirects.csv index 30cc144314da..dea29cd1a8f7 100644 --- a/docs/redirects.csv +++ b/docs/redirects.csv @@ -892,3 +892,4 @@ https://help.expensify.com/classic,https://help.expensify.com/expensify-classic/ https://help.expensify.com/articles/new-expensify/expensify-card/Enable-Expensify-Card-notifications,https://help.expensify.com/articles/new-expensify/expensify-card/Expensify-Card-Notifications https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/bank-accounts.md/Add-or-remove-a-business-bank-account,https://help.expensify.com/articles/expensify-classic/bank-accounts-and-payments/bank-accounts/Connect-US-Business-Bank-Account https://help.expensify.com/articles/Unlisted/Compliance-Documentation.md,https://help.expensify.com/articles/new-expensify/settings/Encryption-and-Data-Security +https://help.expensify.com/articles/new-expensify/workspaces/Verify-a-Domain,https://help.expensify.com/articles/new-expensify/workspaces/Claim-and-Verify-a-Domain