Once you discover all your applications using identity provider integrations you will have to 

  • Classify the discovered software into apps you wish to actively manage, restrict or ignore

  • Assign owners to ensure that the apps are managed right 

  • Create licenses for all discovered applications to track contracted spend and renewals


Classifying Discovered Software:


  • Click on Assets > Software from the side navigation menu.

  • On the Software list page, click on the Insights button on the top right of the screen

  • Click on the Insight card for Discovered Software

  • You will be redirected to the classify software page. Here you can see all the SaaS Applications that you discovered using identity management integrations (Apps from the direct integrations are automatically classified as Managed)

  • Choose a status to define how the application should be classified within Freshservice. You can choose one of the following statuses:


Status

Usage

Managed

Indicates that this is a paid or a free app that needs to be actively tracked in Freshservice. Licenses can be added only for Managed Software and Usage & Compliance insights are generated only for these.

Ignored

Indicates that this application needn’t be tracked or managed within Freshservice. 

Restricted

Indicates that this application is not approved for use in the organization

Needs Review

Indicates that these applications require review

Disabled

Indicates that these are applications that are not in use anymore in the organization 


Assigning Owners



  • On the Software list page, click on the Insights button on the top right of the screen. 

  • Click on the insight card for No Owners.

  • Assign owners to your applications using the Managed by field to manage ownership.

  • You can double click on any discovered application to further edit their other properties.


Creating Licenses



  • On the Software list page, click on the Insights button on the top right of the screen. 

  • Click on the insight card for No Licenses.

  • Now, click on an application and navigate to the licenses tab to create your licenses. Creating licenses helps you to track usage and renewals better using our insights feature.

  • You can also set up auto-renewals for your licenses. 

Note: You can learn more about Software license setup here.