About this guide for admin

Are you feeling the hassle and inconvenience of managing increasingly diverse and complex SaaS?

As the types of SaaS become more diverse, the number of management points also increases, and the problems that arise can be resolved at PoPs.
This guide is written for those who manage SaaS, so it consists of the most basic contents of PoPs that SaaS operators should know. Follow the guide to learn how to use it, and automate your SaaS! Your concerns will be resolved, and your work will be more convenient and efficient.

Tip! What are PoPs?

Table of Contents

1. Access Management Console

2. Directory Management

3. -large"> Workspace Management

4. App Management

5. Contract registration

6. Add invoice

Access the Management Console

Management of SaaS apps by SaaS operators will be done through the management console of PoPs. There are two ways to access the management console.

1. Access from the launcher
   
   
   
   
2. Access with Chrome extension
   
   
   

Directory Management

“How can PoPs know who is using which SaaS, how, and how much?”

First, add all users. Once you add users to PoPs , you can assign app instances to users. You can immediately check which SaaS apps are assigned to users, so you can easily check who is using which SaaS . You can easily manage users within the PoPs management console, eliminating the hassle of accessing the admin page for each SaaS

There are two ways to add users: manually or automatically.

1. Manual Add : Add users manually by inviting them directly.
   *To add a user, you must first register a domain for your organization. If you haven't registered a domain yet, Register a domain first.
   
   
2. Automatic Add : Automatically adds users by synchronizing with the directory used by the company.
   
   Tip! Learn more about user management
   

If you want to manage users by dividing them into organizational units, you can use an organizational chart. If you configure an organizational chart, you can manage users by dividing them into organizational units, and you can also assign and release app instances by organizational unit, making it more convenient to manage when users are on/off-boarded. You can also use Manual Management and Automatic management is available, so configure the organization chart to suit your needs and use it.

Workspace Management

A workspace is the basic unit for administrators to perform all tasks. A default workspace is set for an organization. . If you want to subdivide the management unit of costs or apps by workspace, add a workspace and You can use it by linking organizational . If you divide the workspace into units such as affiliates or departments, You can use the dashboard function provided in the workspace to immediately check the status of users, apps, costs, etc., and manage them in more detail accordingly.

App Management

How do you check for duplicate usage of SaaS that provide similar functions? Or, how do you check for duplicate users? Most of the time, it is difficult to check and costs are wasted. Through app management in PoPs, you can immediately check the previously mentioned difficult-to-check areas and reduce wasted costs. In app management, an app refers to a SaaS app in use, and an app instance refers to one tenant in a SaaS app in use. For example, Slack is an app, and each Slack workspace used by multiple departments is an app instance.

Tip! Learn more about managing app instances

You can add SaaS apps in use within the company in the app catalog Add app instance . In the app catalog, apps registered in PoPs are divided by category, so you can check if they are SaaS of the same type or look up which apps are in a category to use. When you add an app instance User assignment becomes possible can automate duplicate user check and user management through individual SSO integration and various APIs. In addition, cost and contract information can all be checked in the app instance. If you want to see all the information of app instances in one place, you can check it in the app menu.

*What if there is no app to register in the app catalog? Adding a custom app

Contract registration

Until now, if you had to search for a contract one by one whenever a renewal was due or a contract whose history needed to be viewed, you can now check and manage the contract status at a glance with the contracts registered in PoPs. Based on the contract or subscription information of SaaS, if you register a contract in PoPs, you can check the status, purchase items, and period of the contract. Once you register a contract, you can modify additional contracts or contract renewals in the registered contract, so there is no need to manage them manually. The renewal calendar also shows contracts that need to be renewed in calendar form, so you can immediately check which contracts are due for renewal and when.

Tip! Learn more about contract management

Add invoice

Most SaaS allow you to freely change plans, number of seats, etc. after saving payment information. Therefore, if you receive an invoice with a different amount than the initial usage plan, you must check with the user directly or access the management page on the homepage every time and manually manage the changes. However, if you add an invoice to PoPs, you can immediately check the There are four methods for invoices as shown below. Click the method you want to add an invoice.

• Direct Input : Register by directly entering all values of the invoice.
• CSV Upload : Enter values for multiple invoices in a CSV file to register multiple invoices at once.
• Upload invoice file : When you upload an invoice file, the contents of the file are analyzed and the invoice is automatically registered.
• Upload via mail forwarding : If you forward an email with an invoice file attached to the specified email address, the contents of the attached file will be analyzed and the invoice will be automatically registered.

Tip! Learn more about managing invoices