SaaS Management

The SaaS Management component gives you information about your SaaS subscriptions to enable you to manage them better.

You access the Spend Intelligence components from the Software section of the left navigation pane. When you click one of the Spend Intelligence components, a Spend Intelligence navigation bar appears that enables you to open each of the pages of Spend Intelligence directly.

To see the SaaS Management dashboard, click Overview > SaaS Management on the Spend Intelligence navigation bar.

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The first step in using the SaaS Management component is to configure one or more connectors to your SaaS subscriptions. For information about this, see Setting up connectors. There are two types of connector you can use:

  • SSO connectors (Microsoft Entra ID (Beta) and Okta)
  • connectors to certain, specific SaaS applications (Adobe, Microsoft 365 (Beta), and Salesforce)

To enable usage data to be reported on, you must select the Import SSO Sign-in Activity check box on the Microsoft Entra ID Connector page.

If you configure multiple connectors, the data is merged to give you richer insights into your SaaS subscriptions. SSO connectors provide broad, generic data about the SaaS applications accessed through that SSO connector, whereas specific SaaS application connectors provide specific data about that application. Each connector reports information about different data, so combining multiple connectors gives the richest information. Usage information is often collected only by SSO connectors and only if users log into the application through the SSO application. For details of what information is imported with each connector, see the page for the appropriate connector under Setting up connectors.

When you import licenses using the Import Sources page (see Import sources), the system identifies which license transactions are current subscriptions for discovered SaaS applications. It links these transactions to the appropriate SaaS application to help you to understand your compliance. From the specific SaaS application page you can then either unlink these transactions or link different transactions as required (see Linking and unlinking transactions).