Creating a SaaS user workflow for Atlassian

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Create a configurable SaaS workflow to fetch SaaS user roles and last login activity, enabling you to identify accounts that are underutilized or that can be canceled.

Before you start

Before you create a SaaS user workflow, you should have already run your extended user integration and selected User plus SaaS User to populate the Atlassian software entry in the Software > SaaS menu. For further information, see Creating an extended integration for Atlassian users.

You must also ensure that you have the required fields (Atlassian Account ID, Atlassian Account Status, Atlassian Last Active, and Atlassian Application Name) mapped to Oomnitza.

Before you stream the Atlassian SaaS user data in your instance, complete the following steps:

• Create an Oomnitza API token and add the token to the vault
• Set the Oomnitza subdomain as a global variable.

Create and run the Saas User Role workflow

To create a Saas User workflow using the Atlassian 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 Atlassian in the search field and select the Atlassian SaaS User Role block. 
8. Click the right arrow >.
9. Select the Oomnitza Credentials you created earlier.
10. Your Oomnitza subdomain is derived from the global variable you created earlier. Alternatively, you can manually enter your Oomnitza subdomain.
11. Select the Deactivate User checkbox to deactivate the SaaS user in SaaS > Atlassian > Users if they are not found in your Atlassian instance.
12. Click SAVE.
13. Connect the blocks.
14. Save, validate, and activate your workflow.

To view active Atlassian 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 Atlassian.
3. Click Users in the side pane.           
4. The Role and Last activity column will be populated to confirm that this user has been found in your Atlassian SaaS.    

Creating SaaS user workflows

Reference articles for creating workflows

• Creating SaaS user workflows.
• Offboarding SaaS users.