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Settings & Configurations

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Settings & Configuration

The Settings & Configuration area can be accessed by selecting the cog icon at the bottom left of the navigation pane. Platform configuration is divided into five sections:

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1. Personal Settings

Manage your individual profile and preferences:

  • Update user profile details.

  • Select a display theme.

  • Choose a preferred reporting currency.

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2. Platform Settings

Download installation media to extend the platform:

  • Browser Extensions – Enable SaaS discovery and user activity tracking.

  • Native Client – Provides seamless Single Sign-On (SSO) for the browser extension by using the credentials of the currently logged-in Windows user.

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3. Identity Provider Settings

Configure identity providers such as Microsoft Entra ID or Okta for authentication and user synchronization.

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4. Users Settings

Control platform access and permissions by assigning roles:

  • No Role – No access rights assigned.

  • User – Standard user access.

  • Content Manager – Manage and curate content.

  • Report Viewer – View dashboards and reports.

  • Auditor – Read-only access for compliance and oversight.

  • SaaS App Admin – Administer SaaS application connectors and data.

  • SMP Admin – Full administrative access to the platform.

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5. Invite User Settings

Add new users to the platform by sending invitations and assigning appropriate roles at the point of invite.

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