> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getprimo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Track a SaaS manually

> Add a SaaS that Primo can't connect to, assign an owner, and manage its accounts through tasks.

Track a SaaS manually when it has no integration in the catalog, or when you don't want Primo to push changes to it. Primo keeps the list of accounts and creates a task for the SaaS owner whenever an account must be created, updated, or removed. The owner makes the change in the SaaS itself, then completes the task.

## Add a manual SaaS

<Steps>
  <Step title="Go to SaaS > Directory and click Add a SaaS" />

  <Step title="Select Track manually">
    If your plan doesn't include SaaS provisioning, Primo shows an upgrade prompt instead.
  </Step>

  <Step title="Fill in the SaaS details">
    In **Create a new SaaS**, enter:

    * **SaaS name**
    * **Owner**: the employee who manages the SaaS. They receive the tasks, notifications, and approval requests.
    * **Logo**: upload one, or click **Fetch automatically**.
  </Step>

  <Step title="Confirm">
    The SaaS opens on its **Settings** tab, with **Manual Management via Tickets** enabled.
  </Step>
</Steps>

## Import existing accounts

On the **Settings** tab, click **Import identities** in the **Manual Management via Tickets** card. Primo AI opens with an import request for the SaaS. Follow its prompts to add the existing accounts, for example from an export of the SaaS admin console.

## How accounts are managed

Each account change becomes a task for the owner:

| When | What Primo creates |
| - | - |
| **Onboarding** | A **Provision \[app name]** task on the onboarding ticket, assigned to the owner. The SaaS is added when a [rule](/saas/rules) targets the new hire, or when you select it on the onboarding. |
| **Request from an employee profile** | A ticket assigned to the owner, for example *Create account for Jane Doe on Notion*, with one task per SaaS. See [Manage your SaaS](/saas/manage-tracked-apps#request-account-changes). |
| **Offboarding** | A **Remove account for \[first name] on \[app name]** task on the offboarding ticket. |

To stop managing the SaaS through tasks, click **Disable** in the **Manual Management via Tickets** card. To track costs, enter the contract details in the **Settings** tab. See [Cost management](/saas/cost-management).

## Related articles

* [Manage your SaaS](/saas/manage-tracked-apps)
* [Set up provisioning rules](/saas/rules)
* [Connect your SaaS](/saas/connect-apps)


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