Get Familiar with SaaSLicense

How do I add SaaSLicense user accounts and define their permissions?

Add new users to the system and define their roles/privileges by selecting the Manage Accounts link from the main menu.

  • Add Users

From the Main menu, click Manage Accounts to manage Users, Roles and Archived Users.

Click on the Users tab (1) to manage Users. Click the Add Account (2) button, you can add new users to SaaSLicence, enter New Account (3) and click Create Account (4) as well as edit existing user information. If you would like to grant access to a user to also be a 'Super User' (the ability to add new accounts), please check the Global Admin box (5) before saving.

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  • Define Roles

Before adding Users, consider defining Roles and privileges to assign to your Users.

manage accounts

  • From the Main Menu, Click on Manage Accounts
  • Click on the Roles Tab
  • Click on Create Role
  • Name the new Role, for example:

    Global Users having all permissions turned ‘On’
    Regular Users who can not manage users/roles, deactivate Apps or maintain company information.

  • Assign permissions by toggling Permitted from No → Yes

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  • Refer to the table below for permission area/access descriptions

Permission Area

Toggle to Yes= the user can access 

Charts

Visibility Report: Users; Visibility Report: Annual Cost Distribution

Contract Renewals

  • Contract Renewals Report
  • Contract Tab (within Application Details)

Deactivated Applications

Applications which are removed are archived within the Deactivated Applications Tab (under Company Settings). Users are able to restore deleted applications from this location.

Discovered Application

For customers who have turned on the Discovery Module, view the discovered  applications/transactions

Documents

  • Documents
  • Documents housed within individual Application's Documents Tab

Optimizations

  • License Optimization
  • Users Activity

Predictive Analytics

  • What If
  • Attrition

Reports

  • All reports
  • Custom Report Builder

Risk Management

  • Ability to filter Applications by Tags (Data Type; Risk Type; Risk Level)

Tags Management

  • Add tags
  • Assign Tags to Applications

Delete Application

Can delete a connected/registered application

Delete Users via GDPR

Company Settings→ GDPR Tab

*License Catalog

A License Catalog can be published to your entire organization. To do so, create a role setting License Catalog permission = Yes, all else = No. When this role is added to a user’s primary role, the user is able to access the license catalog to request provisioning for a certain license.

Maintain Company Information

Company Settings→ Company Contact Info

Manage Contracts Additional Fields

Add or delete custom fields

Manage OAuth Clients for API Access

Company Settings→OAuth2 API Clients Tab
Generate your own OAuth2 consumer key and secret to get access to SaaSLicense API.

Manage Roles

Manage Accounts →Roles

Manage Users

Manage Accounts →Users

Purge Deactivated Applications

Company Settings→ Deactivated Applications → Delete
Once an app is deleted, it is added to the deactivated applications for a period of time. Users can purge (delete) or restore (activate).

Restore Deleted Applications

Company Settings→ Deactivated Applications → Activate
Once an app is deleted, it is added to the deactivated applications for a period of time. Users can purge (delete) or restore (activate).

Restrict to Department Applications

Restrict access to pertinent applications dictated by budget owner. Budget ownership is defined within each individual application’s contract details tab. For example, if you desire to provide a Sales employee limited access to only ‘Sales’ related applications, first create a role named Sales, with the Sales restriction applied and assign this role to appropriate users. Users having this role assignment are granted access to only the applications (contracts) having been assigned ‘Sales’ in the Contract Details budget owner field.

Restrict to Department Contracts

Restrict access to pertinent applications dictated by budget owner. Budget ownership is defined within each individual application’s contract details tab. For example, if you desire to provide a Sales employee limited access to only ‘Sales’ related contracts, first create a role named Sales, with the Sales restriction applied and assign this role to appropriate users. Users having this role assignment are granted access to only the applications (contracts) having been assigned ‘Sales’ in the Contract Details budget owner field.

Restrict to Regions

Restrict access to pertinent regions dictated by Application Tags. For example, if you desire to provide a user limited access to only ‘Sales’ related contracts, first create a role named Sales, with the Sales restriction applied and assign this role to appropriate users. Users having this role assignment are granted access to only the applications (contracts) having been assigned ‘Sales’ in the Contract Details budget owner field.

Restrict User Contracts

The user may only view contracts added by the user

Switch to IT Mode

The user may view IT Mode

Switch To Procurement Mode

The user may view Procurement Mode

Update Authentication Information

Ability to update the application connector's credentials

View All Contracts

Permission to Access Contracts

View Contract information

Permission to Access Contracts