Licenses Tab
The Licenses tab shows all licenses associated with that particular SaaS application and includes information such as administrator, license type, license effective date, license ending date, license type cost amount, number of items allowed, and payment frequency.
To access the Licenses tab:
| 1. | Go to the Managed SaaS Applications page (SaaS > Managed SaaS Applications). |
| 2. | Select the appropriate SaaS application’s instance link. The instance’s Overview tab opens by default. |
| 3. | Go to the Licenses tab. |
The Licenses tab is divided into the following subtabs:
| • | License Details |
| • | Miscellaneous Fees (for details, see Adding Miscellaneous Fees) |
| • | Documents (for details, see Uploading License Documents) |
To add new licenses or to add another license type to an existing license, see Managing SaaS Licenses .
Information entered in the License Details tab populates the SaaS license information throughout SaaS Management in terms of annual spend, license type, number of licenses, number of items or users allowed, and license effective and ending dates.
You can go to the License Details tab using one of the following methods.
| • | In the Managed SaaS Applications page, click Add Application. In the Add Application page, complete step 1. Select App, and then select step 2. Add Product License. |
| • | In the Managed SaaS Applications page, click the application name of an application already listed in the Application column, and then click the Licenses tab. |
| • | In the All SaaS Licenses page, click the application name, and then complete the Licenses Details tab. |
License Details Field Descriptions
The following table describes the following License Details fields.
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Field |
Description |
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Show Inactive |
Slide the button to the right to display inactive license information. |
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License Name |
Enter the name for tracking the license details. For example, you may wish to include the contract name. |
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Application |
After Adding an Application, the prestored application name from the SaaS Management Managed SaaS Applications is populated. |
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Notes |
Enter any necessary notes for this license. |
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Administrator |
Enter the email address of the license’s point of contact or Application Owner. |
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Add License Type for Tracking |
Selecting a particular license type from this dropdown menu populates the license’s Name field. Note:This dropdown menu option is only available for SaaS applications with direct integrations that support license differentiation. For a list of applications that support license differentiation, see the License Differentiation column in the Application Task Tracking chart. Important:Each license type for tracking can be used only once. Once a particular license type expires and your organization has a new contract, override the expired license type information with the current license type information. |
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License Type |
Select the appropriate option from the dropdown menu.
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Name |
The source for the license name is either the:
If you are manually entering multiple license types per application, this field can be used for identifying a particular license type (Example: Office 365 (Plan E3) versus Office 365 (Plan E5)). |
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Contract SKU Name |
Note:This field is only for Salesforce licenses. The contract stock-keeping unit (SKU) is a unique identifier for a product. The SKU is listed as a line item when placing orders. In the following example, Everton Home Shirt 2022-23 refers to the product’s SKU name. Example: Everton Home Shirt 2022-23, SKU: 123456 |
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Contract SKU Number |
Note:This field is only for Salesforce licenses. The contract stock-keeping unit (SKU) is a unique identifier for a product. The SKU is listed as a line item when placing orders. In the following example, 123456 refers to the product’s SKU number. Example: Everton Home Shirt 2022-23, SKU: 123456 |
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# of Items Allowed |
Enter a value only if the license number is fixed, and you always pay for this many items. Otherwise, click Unlimited. |
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Amount |
Enter the license cost and select the appropriate currency from the dropdown menu. |
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Payment Frequency |
Select the appropriate option from the dropdown menu.
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Effective Date |
Enter the license’s effective date or use the calendar icon to select the license’s effective date. |
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Set Effective Date Reminder |
When the Set Effective Date Reminder is active and set, an email notification is sent to this license's point of contact X days before the effective date of the license. |
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Ending Date |
Enter the license’s ending date or use the calendar icon to select the license’s ending date. |
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Set End Date Reminder |
When the Set End Date Reminder is active and set, an email notification is sent to this license's point of contact X days before the end date of the license. |