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Identities

The identities page gathers every SaaS account in your company in a single list. Use it to see who each account belongs to and what access it gives.

The identities page gathers every SaaS account in your company in a single list. Use it to see who each account belongs to and what access it gives.


 

Feature/Functionality

Overview

SaaS > Identities shows one row per identity, across all of your SaaS. For each one you can see:

  • Identity, its SaaS and its Source
  • Employee: the person the account belongs to
  • Groups, Roles, Licences and Organisation units
  • Issues: where the account does not match your provisioning rules
  • Monthly cost: shown once cost tracking is configured

 

How to use

  1. Go to SaaS > Identities.
  2. Narrow the list with the filters:
    • Types: Employee, Group, Contractor, Guest or Machine user
    • Employees, Groups, Roles, Licences, Organisation units or Apps
    • Employment status: Current, Onboarding or Offboarding
  3. Click Export (.csv) to download the list as it is filtered.

 

See the accounts of a single SaaS

  1. Go to SaaS > Directory.
  2. Open the SaaS.
  3. Go to its Identities tab.

See Manage your SaaS for the rest of the SaaS page.

 

Tips and Best Practices

  • Filter before you export. The CSV contains only what the current filters show.
  • Filter by Offboarding employment status to check which leavers still hold accounts.
  • Look at the Issues column. It points to accounts that break your provisioning rules.
  • Set up cost tracking first if you want the Monthly cost column filled in.

 

Troubleshooting and FAQ

Troubleshooting

  • The Monthly cost column is empty. Cost tracking is not set up for that SaaS. Enter its contract in the Settings tab (see Cost management).
  • The Issues column is empty for a SaaS. Issues are measured against the published provisioning rule. A SaaS with no published rule shows none.
  • The export has fewer rows than expected. The CSV follows the active filters. Clear them to export everything.

 

FAQ

  1. Does the list cover accounts that belong to no employee?
    Yes. Filter by Types to find groups, guests or machine users.
     
  2. Can I see the accounts of just one tool?
    Yes. Open the SaaS from SaaS > Directory and use its Identities tab.

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