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.

users-1

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

toggle

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