Authentication & User Management
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- Set up and populate your SaaS stack
- How Sastrify provides 24/7 coverage of your stack
- Integrate your ERP & Accounting software with Sastrify
- Tool Discovery via SSO (Single Sign-On) integrations
- Defining Renewal Dates & Setting Renewal Reminders
- Assign and modify Tool Owners
- Upload your SaaS documents into Sastrify
- Sastrify App Support: Assistance at your Fingertip
- Roll out Sastrify across your organization
- Sastrify's Commitment to Security and Privacy Standards
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- Using Google Workspace SSO for Tool Discovery
- Use Discovered Page to detect active subscriptions
- Tools and Spend Importer: Easily Upload and Visualize Data in Sastrify
- Add Sastrify App to your Slack workspace
- Manually add a new tool subscription
- Bulk upload of SaaS invoices
- Forward your SaaS documents via email
- Change notification preferences
- Maximizing the benefits of the Overview page
- Manage activities and collaborate using custom tasks
- Task Automation: Streamline the creation of routine tasks
- Archive or delete inactive subscriptions
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- Understanding Renewal Statuses & Actions
- Using Procurement Initiatives for Organizing New Purchases & Renewals
- Get Pricing Benchmarks through Sastrify
- Workflows: Automate procurement processes with consistency
- Form Component Guide for Sastrify Form Builder
- Vendor Insights: Tool-specific information at your fingertips
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- Utilize Usage Analytics for full usage visibility
- Integrate Pleo with Sastrify
- Validate and fine-tune spend data with the Spend feature
- How to connect Microsoft Dynamics
- How to connect Netsuite
- How to connect Quickbooks
- Import spend data from Candis to Sastrify
- Import spend data from Spendesk to Sastrify
- Import spend data from Pleo to Sastrify
- Import spend data from Moss to Sastrify
- Import spend data from DATEV to Sastrify
- Zoom Usage Analytics Integration Guide
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- Get Expert Procurement Support for New Purchases and Renewals
- Scope of Service: Custom Benchmarking & Contract Review
- Scope of Service: Negotiation & Renewal Support
- Scope of Service: Custom SaaS Optimization Advisory
- Purchase your SaaS through the SastriMarket
- Control your cloud costs with SastriCloud
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- ERP & Accounting Integration FAQs
- Discovery via SSO Integration FAQs
- Usage Analytics FAQs
- Tools and Spend Importer FAQs
- Invoices FAQs
- Achieved & Potential Savings FAQs
- What is SaaS and Sastrify's scope of work?
- Who can invite a new user?
- Who receives the renewal alerts or reminders?
- How does Sastrify work with currencies?
- Is the spend data from accounting export always up-to-date?
- How to work with benchmark prices
- When and how to involve Sastrify in a contract evaluation or negotiation?
- How does Sastrify interact with SaaS vendors?
- How do you handle confidentiality clauses in vendor contracts?
- Does Sastrify handle SaaS contract termination?
- Why is contract data essential for benchmarking and negotiation support?
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- Connecting your accounting software with Sastrify
- How to assign Tool Owners
- What Sastrify can do for Tool Owners
- How to set renewal dates
- How to set up a company-wide renewal reminder
- How to keep your tool stack updated
- How to set up, activate, and use a Workflow
- How to invite new users to Sastrify
- How to use Procurement Initiatives for new purchase & renewal
- How to collaborate using custom tasks
- Report issues and track procurement involvements
- Best Practices on how to work with Procurement Initiatives
- Get Pricing Benchmarks through Sastrify
- How to set up direct usage analytics integration
- How to set up SSO usage analytics integrations
- How to work with the Discovered tab
- How to use subscription tags
- How to perform budgeting using Sastrify
- Walk-through of the subscription detail page
Understanding user roles and permissions Print
Modified on: Mon, 8 Apr, 2024 at 1:26 PM
Applicable to the following Sastrify plans:
| Legacy* | Essentials | Pro | Platinum |
|---|---|---|---|
| ✘ | ✘ | ✔ | ✔ |
* Legacy includes all plans signed before February 29, 2024.
In the Sastrify app, we provide diverse user roles and permissions tailored to accommodate various responsibilities. Your organization has the flexibility to assign three distinct roles: Admins, Contributors, and Viewers.
The table below explains the distinctions among these roles along with their respective permissions:
| Permissions | Admin Full access to the platform |
Access only to the invited Subscriptions and can view all Initiatives |
Access to Tool Store and Tool Initiatives (excl. the budget related information) |
Tool Stack | |||
View Tools | ✔ | ✔ | ✘ |
| Create Tools | ✔ | ✘ | ✘ |
| Edit Tools | ✔ | ✔ (1) | ✘ |
| Delete Tools | ✔ | ✘ | ✘ |
| View financial Information (spend) | ✔ | ⚠ (2) | ✘ |
| Manage spend | ✔ | ✔ (1) | ✘ |
| Manage documents | ✔ | ✔ (1) | ✘ |
| Create custom tasks | ✔ | ✔ (1) | ✘ |
| Add comments | ✔ | ✔ (1) | ✘ |
| Vendor Insights | ✔ | ✔ (1) | ✘ |
Initiatives | |||
| View initiatives | ✔ | ✔ | ✔ |
| Create Initiatives | ✔ | ✔ | ✔ |
| Edit Initiatives | ✔ | ✔ | . ⚠ (4) |
| Delete Initiatives | ✔ | ✘ | ✘ |
Account Settings | |||
| Invite Users | ✔ | ⚠ (3) | ✘ |
| Edit Users | ✔ | ✘ | ✘ |
| Delete Users | ✔ | ✘ | ✘ |
| Manage integrations | ✔ | ✘ | ✘ |
| Manage settings | ✔ | ✘ | ✘ |
| Create Workflows | ✔ | ✘ | ✘ |
| View renewal settings | ✔ | ✔ | ✘ |
| Customize renewal alert | ✔ | ✘ | ✘ |
(1) This action is only available if the user has access to the appropriate tool.
(2) View financial information (spend): Contributors will only see the spend (total and under individual subscriptions) for the tools that they have been granted access to.
(3) Invite users: Contributors will only be able to invite other Contributors and grant them access to the subscriptions or new solutions that they have access to. They cannot invite users and assign them Admin roles.
(4) Edit Initiatives: Viewers can view, comment, attach documents, link tools, and act on tasks assigned to them. They cannot change the status or view/edit budgeting information.
The table below explains the differences between these roles and the available menu navigation for each:
| Navigation elements | Admin Full access to the platform |
Access only to the invited Subscriptions and can view all Initiatives | Viewer Access to Tool Store and Tool Initiatives (excl. the budget related information) |
|---|---|---|---|
| Profile | ✔ | ✔ | ✔ |
| Overview | ✔ | ✔ (5) | ✘ |
| Tool Stack | ✔ | ✔ (5) | ✘ |
| Spend Import | ✔ | ✔ (10) | ✘ |
| Initiatives | ✔ | ✔ (6) | ✔ |
| Support | ✔ | ✔ | ✘ |
| Tool Store | ✔ | ✔ | ✔ (9) |
Optimization | |||
| Pricing Benchmarks | ✔ | ✔ | ✘ |
| Potential Savings | ✔ | ✔ | ✘ |
| Achieved Savings | ✔ | ✔ | ✘ |
| SastriCloud | ✔ | ✔ | ✘ |
Settings | |||
| Authentication | ✔ | ✔ | ✘ |
| User Management | ✔ | ✔ (7) | ✘ |
| Workflows | ✔ | ✘ | ✘ |
| Task Automation | ✔ | ✘ | ✘ |
| Notifications | ✔ | ✔ | ✔ |
| Usage Analytics | ✔ | ✔ (8) | ✘ |
| Discovery | ✔ | ✔ (8) | ✘ |
(5) View and edit all tools they have access to.
(6) View and participate in all initiatives for which they are an approver. Can start initiatives for subscriptions they have access to.
(7) Can view and invite users, but not edit existing users.
(8) Can view but not add connections.
(9) Can view list of tools but not subscription details.
(10) Can view the imported spend and failed invoices for the tools they have access to.
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