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Manage SaaS subscriptions

Learn how to manage your SaaS subscriptions in SaaS.

To manage SaaS subscriptions, you require the Snow Atlas Administrator role.

View subscriptions​

  1. On the SaaS menu, select Subscriptions.

  2. On the Subscriptions page, select the name of a subscription to view it.

For more information, see Subscriptions.

Add subscriptions manually​

You can add subscriptions manually if you have subscriptions that cannot be discovered through discovery sources.

For field descriptions, see Edit subscription: Reference.

  1. On the Subscriptions page, select Add subscription.

    tip

    You can also add subscriptions from the Subscriptions tab on an individual application page.

  2. Enter Vendor and Application.

    If you enter an application that is not yet discovered in your SaaS estate, it is added to the system as a manually added application. For more information, see Add applications manually.

  3. Enter the details.

    Subscription name, Metric, Billing period, Quantity, and Start date are required fields. If you enter a Cost per unit, the fields Purchase date and Subscription currency are also required. Subscription currency can only be selected if a Purchase date is selected.

    Quantity is by default set to the discovered quantity. Select Custom quantity to set your own value.

  4. Select Add.

Edit subscriptions​

You can edit subscriptions that have been added manually or through discovery sources.

Use this procedure to add cost, duration, and quantity data to discovered subscriptions. Use this procedure to exclude a paid subscription from total calculations of usage and cost metrics.

For field descriptions, see Edit subscription: Reference.

  1. On the Subscriptions page, select the checkbox for the subscription that you want to edit.

  2. On the Actions menu, select Edit.

  3. Edit the applicable information.

    Subscription name, Metric, Billing period, Quantity, and Start date are required fields. If you enter a Cost per unit, the fields Purchase date and Subscription currency are also required. Subscription currency can only be selected if a Purchase date is selected.

    Vendor and Application cannot be changed. Subscription name and Free cannot be changed if the subscription is added through a discovery source.

    Quantity is by default set to the discovered quantity. Select Custom quantity to set your own value.

  4. Select Save.

tip

You can also edit a subscription from the Details tab on the individual subscription page.

Delete subscriptions​

You can delete subscriptions that were manually added.

  1. On the Subscriptions page, select the checkboxes for the subscriptions that you want to delete.

  2. On the Actions menu, select Delete.

  3. In Delete selected subscriptions, select Delete.

Add users​

You can add users to manually added subscriptions to reflect the situation in your organization. Connecting users to subscriptions is necessary for accurate usage and optimization metrics.

  1. Go to the subscription to which you want to add users.

  2. On the Insights tab, select Add users.

    A list of users that you can add to the subscription appears. By default, the list only shows users connected to the application that is offered by the selected subscription. To view all users in your organization, turn on the Show all organization users toggle.

  3. Select the checkboxes for the users that you want to add to the subscription.

  4. Select Add.

    The users are added to the list on the Insights tab.

Remove users​

You can remove users that were manually added to a subscription.

  1. Go to the subscription from which you want to remove users.

  2. On the Insights tab, select the checkboxes for the users that you want to remove from the subscription.

  3. On the Actions menu, select Remove.

  4. Select Remove.

    The users are removed from the list on the Insights tab.