Setting up Trelica for your organisation? Here are the main steps to get started.
Sign up
Before you can begin, you need to sign up for a free trial. If someone else at your organization has already signed up, you'll be added to the existing organization account.
If you're not sure whether your organization already has an account in Trelica, please contact us.
Get started
The first step towards SaaS management is to discover your apps and the people that use them. The best way to do this is by connecting Trelica to your organization's Identity Provider (IdP). You can also import an existing list of apps.
From your Trelica dashboard, click Get started (or follow this link) to be guided through the process.
Connect your Identity provider (IdP)
Trelica works best when integrated with your identity provider (IdP). This automatically discovers and synchronizes all people in your organisation, and identifies many of the apps that they are using. Some organizations use multiple IdPs; you can connect as many IdPs as you need.
Common IdPs include Google Workspace (formerly G Suite), Microsoft Entra ID (formerly Azure AD) and Okta. You will need administrator access to your IdP to integrate it with Trelica.
Import your existing inventory
Optionally, you can also import an existing inventory of apps from a wiki, spreadsheet, or other software tool. Paste in the names of the apps as a comma-separated or newline-separated list.
Combine discovery sources
Once you've finished these steps, you'll be shown a summary of the results from each source.
For larger organizations, it can take up to 30 minutes to complete discovery. The Results page displays live progress.
Trelica combines the information from your sources into a single inventory of apps and a directory of people. Click Finish to view the results of this on your dashboard.
Next steps
Once you have connected Trelica to your IdP, the next step is to start triaging your apps. From the navigation pane, click Applications to open the Apps inventory and view the list of apps that Trelica has identified so far. Use the filters to start triaging the inventory, updating the status of apps and assigning owners of specific apps. For more information, see Triage the Apps inventory.
To give other members of your team or the wider organization access to Trelica, we recommend you configure SAML-based single-sign-on via your IdP so that they can log in easily. Alternatively, you can enable use requests or invite individuals from the People directory.
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