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SaaS > Directory lists every SaaS your company uses: SaaS connected through an integration, SaaS tracked manually, and SaaS found by SaaS discovery. Open a SaaS to see and manage its accounts.

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Explore a SaaS

Each SaaS page has the following tabs:

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Assign an owner

The owner is the employee who manages the SaaS, usually someone with an admin account in it. The owner receives the tasks, notifications, and approval requests for the SaaS. Set the owner from the Settings tab of the SaaS.

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Request account changes

Only administrators can request account changes. Request them from:
  • The Provision SaaS accounts step of an onboarding, or the deprovisioning step of an offboarding.
  • The employee’s profile: open Actions > SaaS > Add to SaaS.
  • An identity in the SaaS: Edit permissions or Deprovision.
For a connected SaaS, Primo makes the change in the SaaS. For a SaaS tracked manually, Primo creates a task for the owner, who makes the change in the SaaS and then completes the task.

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How tasks are grouped

When several SaaS change for the same employee, the tasks are grouped into one ticket:
  • One SaaS: a ticket titled like Create account for Jane Doe on Slack.
  • Several SaaS: a ticket titled like Create accounts for Jane Doe, with one task per SaaS.
Tasks are named Create account on [app], Update account on [app], or Delete account on [app]. They are assigned to the owner of each SaaS, and the ticket is assigned to the owner when all SaaS share the same one.