Commonly available operations for apps

  1. To add a license to an app
  2. To add an invoice to an app
  3. To update or renew a license for an app
  4. To update the owner of an app
  5. To delete an app
  6. Enabling Report Settings

Adding a license to an app

  1. Select the app from the list.
  2. Click Add button in the top-right corner and click Add License from the drop-down list.

  3. In the new window, enter the required details for the new license, such as Owner Name, Invoice/Profile ID, Renewal Type, Invoice Date, Due Date, License Name, Description, Purchased, Assigned, Rate, Amount, Add on(to include add-ons to the new/existing license), and Free/Trial.
  4. Click Add Another Line to add more license details, if required.
  5. Finally, click Add License to save the details to the selected vendor.

    Note: To get a detailed view of Total Spent and Users, click on View in Details available above the Spendings Report.

  6. Clicking on the View in Details will give a detailed spending history of the associated license. The Invoice Amount is the original invoice price, whereas Amount refers to the final price converted to the base currency selected in SaaS Manager Plus.
  7. The add-ons are reflected under the respective license in the Subscriptions section.

Adding an invoice to an app

  1. Select the app from the list.
  2. Click Add License button in the top-right corner and click Add Invoice from the drop-down list.

  3. Drag and drop the invoice file or browse to upload it from your system.
  4. Once the upload is successful, the new invoice details will be added to the selected app.

Updating or renewing a license for an app

  1. Select the vendor from the list.
  2. Hover over the Add License button in the top-right corner and click Update/Renew License from the drop-down list.

  3. In the new window, select the license you want to update or renew from the drop-down list.
  4. Update the necessary details like Owner, Invoice/Plan ID, Renewal Type, Invoice Date, Due Date, and Add-on.
  5. Once you've made the changes, click Update or Renew to save the updates.

Updating the owner of an app

  1. Select the app from the list.
  2. Click the kebab menu in the top-right corner and click Update Owner from the drop-down list.

  3. In the new window, select the new owner from the drop-down list.
  4. Click Update to save the changes to the selected vendor.

Deleting an app

  1. Select the app from the list.
  2. Click the kebab menu in the top-right corner and click Delete from the drop-down list.

Enabling Report Settings

  1. In the top, you'll find the Enable Report Settings button available only for Microsoft365 vendors.
  2. Click on Enable Report Settings to fetch the user details along with user principal name and display name for mapping the user activities with the users.

  3. Sub Apps is available next to Overview in the top right corner.
  4. Click on Sub Apps to check the Service Usage Stats of each sub-app. Service Name, Last Access Time, Last Access User, Active Users Count, and Total Users Count.

  5. Click any particular Service Name to check the User Name, Last Access Time, and Status of each user.

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