SaaS Management documentation updates
SaaS Management provided the following documentation updates in December 2020:
| • | Smartsheet License Differentiation |
| • | Office 365 Client Credentials |
| • | Project Client Credentials (Microsoft) integration instructions |
| • | Visio Client Credentials integration instructions |
| • | Salesforce minimum permissions required |
| • | Lucidchart license differentiation |
Smartsheet License Differentiation
Note:This enhancement is available with SaaS Management.
The following Smartsheet integration instruction sections were updated to reflect the new Smartsheet license differentiation feature.
| • | Application Roster |
| • | License Types |
| • | License Differentiation |
| • | Application Task Tracking |
The Smartsheet application roster now stores the license type based on the user role: Admin, Licensed User, and Free Collaborator.
The Smartsheet integration displays a list of licenses associated with each discovered user in the Activity tab. The license types are explained below.
|
Smartsheet License Types Displayed in the Activity Tab |
Smartsheet Role |
|
Admin |
The user role is assigned as System Admin. |
|
Licensed User |
The user role is assigned as Licensed User, Group Admin, or Resource Viewer |
|
Free Collaborator |
The user is neither a System Admin nor a Licensed User. |
[ProductName] offers a license differentiation feature that allows you to view which users have free Smartsheet accounts and which users have paid Smartsheet accounts. To view this license differentiation feature, navigate to the Activity tab of the Smartsheet App Details screen where you can filter and export the Smartsheet license types.
The total spend for the paid Smartsheet accounts displayed in the Smartsheet App Details screen is based on the Smartsheet license cost details entered in the License Details tab. For details, refer to Entering license details for license differentiation.
License Differentiation has been added to Smartsheet in the “Application Task Tracking” matrix in the Flexera One Help.
Note:This feature is available with SaaS Management.
The Office 365 Client Credentials Integration Instructions document how to integrate this application with [ProductName] using the authentication method OAuth2 with client credentials. Currently, these integration instructions are separate from the Office 365 integration instructions. A future integration enhancement for Office 365 includes a single application supporting both authentication methods, OAuth2 and OAuth2 with client credentials.
Project Client Credentials (Microsoft) integration instructions
Note:This feature is available with SaaS Management.
The Project Client Credentials (Microsoft) integration instructions document how to integrate this application with [ProductName] using the authentication method OAuth2 with client credentials. Currently, these integration instructions are separate from the Project (Microsoft) integration instructions. A future integration enhancement for Project (Microsoft) includes a single application supporting both authentication methods, OAuth2 and OAuth2 with client credentials.
Visio Client Credentials integration instructions
Note:This feature is available with SaaS Management.
The Visio Client Credentials integration instructions document how to integrate this application with [ProductName] using the authentication method OAuth2 with client credentials. For now, these integration instructions are separate from the Visio integration instructions. A future integration enhancement for Visio includes a single application supporting both authentication methods, OAuth2 and OAuth2 with client credentials.
Salesforce minimum permissions required
Note:This enhancement is available with SaaS Management.
In the Salesforce integration instructions, the Minimum Permissions Required section was updated to explain that a System Administrator account is required for initially authorizing the integration. Once that is completed, the account permissions may be lowered to “Read Only”.
Lucidchart license differentiation
Note:This enhancement is available with SaaS Management.
The following Lucidchart integration instruction sections were updated to reflect the new Lucidchart license differentiation feature.
| • | Application Roster |
| • | License Types |
| • | License Differentiation |
| • | Application Task Tracking |
The Lucidchart application roster now stores the license types: View-Only and Can-Edit.
Lucidchart offers two types of licenses - View-Only vs Can-Edit.
[ProductName] offers a license differentiation feature that allows you to view users by license type. To view this license differentiation feature, navigate to the Activity tab of the Lucidchart App Details screen where you can filter and export the Lucidchart license types.
The total spend for the billable Lucidchart accounts displayed in the Lucidchart App Details screen is based on the Lucidchart license cost details entered in the License Details tab. For details, refer to Entering license details for license differentiation.
License Differentiation has been added to Lucidchart in the “Application Task Tracking” matrix in the Flexera One Help.