Getting Started with SaaS Manager

Because of its relatively low overhead and upfront costs, Software as a Service (SaaS) is easy to buy and easy to deploy. But SaaS tends to proliferate. SaaS Manager identifies SaaS applications within your organization, monitors license utilization for your SaaS applications, and details usage and cost data by internal user segments through proactively generated, easy-to-read reports. You’ll understand when you’re paying for SaaS licenses but not using them.

The table below provides navigation to the following SaaS Manager help library topics. You can also access these links in the top right-hand corner of SaaS Manager. Hover over the Profile details icon and click the Help link. Common user activity terms found in this help will get you up to speed with SaaS Manager’s terminology.

To learn more about using SaaS Manager, watch the Getting Started with SaaS Manager training videos in the Flexera Learning Center.

SaaS Manager Help Library

Topic

Content

Managing Applications

Describes how to manage applications in your list of Managed Applications

Managing Application Licenses

Describes how to manage product license information

Securing User Accounts

Describes how to secure user accounts by tracking suspicious activities

Choosing a Data Source

Describes the integration data sources for SaaS Manager and lists the pros and cons of using each integration data source

Adding an Integration

Describes how to integrate a SaaS application and how to enable each of SaaS Manager’s integration tasks.

Application Task Tracking

This table lists the available integration tasks for each application. Columns with a blue circle represent available integration tasks.

Integration Instructions

SaaS Manager offers several Ways to Authorize Direct Connect Integrations for adding Software as a Service (SaaS) applications to your SaaS Manager catalog of Managed Applications. Once you decide the method for integrating your SaaS applications into SaaS Manager, this guide provides integration instructions and required information needed to integrate a specific application.

A table lists SaaS Manager’s catalog of Managed Applications by integration category: HR, Single Sign-On (SSO), and Expense.

SaaS Manager Resources

If you need to manually upload expenses, upload the SaaS Manager Expense Format (this link downloads the form SaaSManagerExpenseFormat.xlsx ) on a monthly basis in the Uploading License Documents tab of the Product License screen. All uploaded files must contain the appropriate headers for data matching.
If you need a manual upload of your organization’s HR Roster, contact your SaaS Manager representative or Flexera Support to upload the SaaS Manager Manual Import HR Form (this link downloads the form SaaSManagerManualHRForm.xlsx ). All uploaded files must contain the appropriate headers for data matching.

SaaS Manager User Interface Reference

Provides an overview of the SaaS Manager user interface

SaaS Manager Privacy and Security

Provides an overview of SaaS Manager security features and a list of regulations that SaaS Manager complies with

SaaS Manager Troubleshooting

Describes common errors that can occur in SaaS Manager and provides troubleshooting

Common user activity terms found in this help

The table below explains common user activity terms found in this help.

Common SaaS Manager User Activity Terms

Term

Explanation

Active

In terms of user activity, the user has accessed the application once within the last 60 days or per your organization’s Setting Activity Thresholds.

Inactive

In terms of user activity, the user has not used the application in more than 60 days or per your organization’s Setting Activity Thresholds.

Never Active

In terms of user activity, no activity has been recorded for a user based on the product roster.