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title: "Getting Started with CerteroX for SaaS Management"
canonical: "https://ai-docs.certero.com/space/CXSM/108299493/Getting%20Started%20with%20CerteroX%20for%20SaaS%20Management"
format: markdown
---
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CerteroX for SaaS Management is designed to help organizations address the complexities of managing an expanding SaaS environment. The navigation pane is structured into three key areas; **Discover, Manage, and Optimize**, supported by a centralized **Settings** area for platform configuration.

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## Discover

The **Discover** section focuses on uncovering all the SaaS applications in use across your organization.

- Identifies both sanctioned and unsanctioned (“Shadow IT”) applications.
- Connects to systems such as Entra ID, Okta, and browsers to reveal user activity.
- Surfaces data on usage, spend, and risk to build a complete picture of your SaaS environment.

This stage ensures nothing is overlooked, providing the foundation for effective SaaS management.

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## Manage

The **Manage** section provides control over the SaaS estate by making application data actionable.

- Track each application’s attributes, configuration, and operational status.
- Assign ownership to ensure accountability for cost, compliance, and usage.
- Manage users to ensure access is aligned with business needs.

This ensures every application is governed consistently and used effectively.

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## Optimize

The **Optimize** section turns insights into measurable value.

- Highlights under-used or unused subscriptions for potential reclamation.
- Provides recommendations for cost savings, right-sizing, and consolidation.
- Helps ensure the organization extracts maximum value from every subscription.

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## Platform Configuration and Settings

Configuration is accessed via the **Settings** icon in the navigation pane. Administrators have full visibility, while some options are available to all users.

- **Personal Settings (all users):** Change password, select themes, set currency.
- **Platform Settings:** Browser extension downloads and Native Client media.
- **Identity Provider Settings:** Configure Entra ID and Okta connections.
- **Connectors Settings:** Manage SaaS application connectors and their status.
- **User Settings:** Define platform roles and permissions.
- **Invite Users Settings:** Add new users via email invitation.