Assigning users to SaaS contracts automatically

Use rules to automatically assign users to contracts. You can automatically assign users to a contract based on their SaaS user role, Oomnitza role, location, department, or other attributes.

Rules come into effect when you run a rule manually or when the user information for the SaaS application is refreshed. This depends on the schedule that was selected when the integration was added for the SaaS application.

Scenario

You want to track the cost of the SaaS applications that you have. And, you want to add rules to automatically assign SaaS users to contracts based on their role.

Let’s say the SaaS application that you want to track has two roles:

• An Administrator role, which has an annual cost of $1,000.
• A Member role, which has an annual cost of $500.

To track how much the SaaS application will cost your organization, you complete the following actions:

• Add an Administrator contract and a Member contract.
• Add rules to automatically assign SaaS users by role to the right contract. 

Procedure

If you add more than one rule, you can drag and drop the rules to determine the order in which the rules are run.

1. From the menu, click Software.
2. Click SaaS and then click the software record.
3. Click Assignment Rules.
4. In the Rules panel, click Add rule +. 
5. Enter the name of the rule. The name of the rule must be unique.
6. Select the contract.
7. Ensure that And is selected. You change this value to Or if you have multiple rules and any one of the rules satisfies the assignment criteria.
8. Add the rule. In this scenario, you add the following rule:
1. From the field list, select SaaS Role.
2. Select an operator.
3. Select the Administrator SaaS Role.
9. Add another rule to assign SaaS users by role to the other contract.
10. Click SAVE.
11. To turn the rule on, click the Rules switch .
12. Click SAVE.
13. Run the rule.

When you click RUN RULES, the rules are applied.

The rules are also applied, when an SSO managed integration is run or when a SaaS extended integration for users is run.

Note
Users are automatically unassigned from contracts when they no longer meet the assignment criteria for the contract. Let's say you added a rule to assign users with a manager role to the Zoom gold contract. A manager's role is changed from manager to sales. When the role change occurs, the manager is automatically unassigned from the Zoom gold contract.