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Getting Started with CerteroX for SaaS Management

2 min read

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.

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.

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.

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.

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.