Managing Users Assigned to Contracts

Users can be assigned to contracts either via the Software Module through a specific software, or through the Contracts Module through a specific contract.

Contents

  1. Software 'Users' tab
    1. Add users
    2. Stats
    3. Unassign users
  2. Contract 'Users' tab
    1. Add users
    2. Unassign users

Software 'Users' tab

The Users tab allows you to manage employees who use the application. It acts as a list of all users using a given application, and allows you to add additional users, and allows you to specify what contract they're on.

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Add users

Typically, SaaS software users are added automatically based on the logs received from SSO providers. However, you can also click the person (mceclip0.png) icon in the upper right to add users manually. Once you've clicked the button, you'll be prompted to select users in one of two ways, then select the contract that they should be assigned to.

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  1. You can select a saved search taken from the People Module in order to add all users from the specified search.
  2. Or you can individually select users to add to the software.
  3. After selecting your user population, select the contract which the selected users should be assigned to.

    NOTE: Manually added employees must be assigned to a contract before leaving the Users tab or they will be removed from the list when navigating away from the tab. 

Stats

By clicking the "Show Stats" button in the upper right of the Users tab, you can see an overview of the software's license details including usage, free vs occupied licenses seats, etc.

Desktop SaaS
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  1. Chart displaying current application usage:
    1. Assigned/In use - Number of users who are assigned to any contract of the application and were online at least two months ago
    2. Assigned/Not used - Number of users who are assigned to any contract of the application and were online MORE than two months ago the last time
    3. Not assigned/In use - Number of users who are NOT assigned to any contract of the application and were online at least two months ago
  2. Per-user contracts section
  3. Link to the contracts page filtered to show only per-user contracts of the currently opened SaaS app
  4. Per-user contract of the currently opened SaaS app and the number of taken vs total number of licenses
  5. Enterprise contracts section
  6. Link to the contracts page filtered to show only enterprise contracts of the currently opened SaaS app
  7. Enterprise contract of the currently opened SaaS app and the number of taken vs total number of licenses
  8. Link to the contracts page filtered to show only contracts of the currently opened Desktop app

Unassign users

To unassign users just change value under the 'Contract assignment' column from any contract to 'Select contract'.

Contract 'Users' tab

 On this tab you can manage a list of Oomnitza users assigned to the selected contract.

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Add users

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  1. Choose a Saved Search to assign users from it to an application
  2. Pick one or multiple users manually from the list of all available users in the instance
  3. Choose if new users should be assigned to the contract after being added

    NOTE: Manually added employees must be assigned to a contract until you leave the Users tab (not the form where you add users) or they will be removed from the list as soon as the tab is left.

Unassign users

You can unassign users from contracts by clicking the toggle control (mceclip4.png) next to his username and changing it to the off state (mceclip5.png).

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