Creating workflows for LogicMonitor SaaS users

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Get the information and insights that you need by creating configurable workflows for:

• Retrieving SaaS user roles
• Getting a SaaS user's last login activity, enabling you to identify accounts that are underutilized or that can be canceled

Before you start

The Saas User workflow supplies you with the Last Login Date and Role of your SaaS users.

Before you can create workflows you need to create an LMv1 token in LogicMonitor and set the token, along with your Account name, as global variables in Oomnitza.

In addition, you should have already run your extended user integration and selected User plus SaaS User to populate the software entry in the Software > SaaS menu.

Related Links

Creating an LMv1 token in LogicMonitor

Adding your LogicMonitor token and Account name as global variables

Creating an extended integration for LogicMonitor users

Create SaaS workflows

To create a Saas User workflow using the LogicMonitor User Role preset, complete the following steps:

1. Click Configuration > Workflows 
2. Click Add (+) and select Software SaaS Users from the list.
3. Enter the name and a description of the workflow. 
4. Edit the Begin block by adding the rules that will trigger the workflow. For further information see SaaS User Roles.
5. Click the Blocks tab, and drag and drop the SaaS User Role retrieval block onto the canvas.
6. Click the Edit icon.
7. Enter LogicMonitor in the search field and choose the LogicMonitor User Role preset.
8. Click the right arrow >.
9. Enter your Credentials. You can use the same dummy API credential that you used to run the user integration. While the API credentials are not validated, they must still be added in order to satisfy the criteria for executing the workflow.
10. Select the Deactivate User checkbox to deactivate the SaaS user in SaaS > LogicMonitor  > Users if they are not found in your LogicMonitor instance.
11. Click SAVE.
12. Connect the blocks.
13. Save, validate, and activate your workflow.

To view active LogicMonitor users in the SaaS Users UI, complete the following steps:

1. Click Software from the menu.
2. Select the SaaS tab, and select your software entry for LogicMonitor.
3. Click Users in the side pane.
4. The Last activity and Role column will be populated with the user details to confirm that this user has been found in your LogicMonitor SaaS.           

LogicMonitor REST API v3 Swagger Documentation: Get User

Next steps

Create another SaaS user workflow using the LogicMonitor Delete User preset. Set the Begin block criteria to identify inactive users. For example, you can set the Begin block criteria to:

• delete users with a last activity date of 60 days (Last activity date Before 60 [days])
• delete users that are deactivated or archived (To be Deleted Equals True)

LogicMonitor Delete User preset

Reference articles for creating workflows

• Creating SaaS user workflows.
• Offboarding SaaS users.