You can give people access to Trelica so that they can:
- Manage apps, including updating app details and viewing app usage, spend and license information.
- Manage individuals' access to apps.
- View and update your asset register.
- Configure Trelica, including building workflows, managing integrations and adjusting settings.
- Update and complete tasks that have been assigned to them.
- Access the App Hub in order to browse and get access to apps that you have approved for your organization.
- Enable the browser extension to send app usage data to Trelica.
Anyone listed in the People directory can be added to Trelica as a user. The role you assign to each user determines the data they can see and the changes they can make in Trelica. For more information, see User roles.
Add users to Trelica
There are several methods that you can use to give individuals access to Trelica:
- SAML single sign-on: This allows anyone from your organization to log in via your identity provider (IdP). This is useful if you want to allow everyone in your organization to be able to auto-enrol to Trelica (for example, to access the App Hub or provide usage information via the Browser Extension). This option cannot be used in conjunction with user requests. For more information, see Configure SAML single sign-on.
- Account requests: This allows anyone from your organization to request access and is useful if you want to control who can access Trelica, as requests must be manually reviewed. This option cannot be used in conjunction with SAML-based single sign-on. For more information, see Configure user requests.
- Add users manually from the People directory: This allows you to invite users to Trelica with an email notification and can be used in conjunction with either SAML-based SSO or user access requests. This is useful if you want to add someone from outside your organization to Trelica (and who therefore has not been added to your identity provider and does not have an email address from your domain). For more information, see Add users manually.
- Assign people to individual apps or tasks: When you add someone to the App Owner, IT Admin or a custom role for a particular managed app or assign them to a task, an email notification is sent automatically. If they do not already have access to Trelica, a user account is created when they click the link in the email notification to access the relevant resource. (You can configure email notifications from Admin > Settings > Notifications.)
Depending on the method you use, users are either created with a default user role or granted the role you specify. You can change a user's roles from the People directory: select the individual, expand the context menu and select Edit Trelica access.
View Trelica users
To see who has access to Trelica, open the People directory and select the Trelica access saved view (also available from the Reports list). Anyone that has access to Trelica is listed, together with their role(s), whether they have access to the App Hub, and whether they have been assigned to a role for a particular app (App management).
To restrict the list to Trelica users in a particular role, add the Trelica role, App management, or App Hub filter.
Comments
0 comments
Please sign in to leave a comment.