Applicable to the following Sastrify plans:

LegacyEssentialsProPlatinum
✔✔✔✔


* Legacy includes all plans signed before February 29, 2024.

By assigning tool owners to their tool subscriptions, companies can maximize the benefits of Sastrify while promoting transparency and a culture of accountability within your SaaS stack management. This practice allows you to manage and optimize your entire SaaS stack with transparency while streamlining collaboration.


What are these benefits?

  • Sastrify keeps tool owners informed about upcoming renewals
  • Enables proactive steps for smooth renewals
  • Provides timely renewal status and countdowns to renewal dates
  • Allows direct action from the platform
  • Tool owners, by being assigned to their tools, receive notifications for:
  • Important updates related to their subscriptions
  • Crucial vendor insights
  • Potential price alerts

The term "tool owner" typically refers to an individual within an organization that is responsible for monitoring, managing, and optimizing a specific software or application.

These are also the people who know the ins and outs of specific tools and are typically responsible for making the purchase and renewal decisions for those tools. 

IN THIS ARTICLE

Assign or change a Tool Owner

There are three ways to assign or change your Tool Owners:


Assigning Tool Owners from your Tool Stack

  1. Go to the Tool Stack section. 
  2. If there is an icon below the Tool Owner column, it means that the tool has not yet been assigned a tool owner.
  3. Click on the 3-dot button of the tool you want to assign or change an owner to.
  4. Select “Edit Info” to open an input view where you can enter key information. 
  5. Look for the "Owner" field.
  6. Choose from the drop down menu the individual best suited to be the Tool Owner for that specific tool.
  7. Confirm your selection by hitting "Save".



Tips: You can also assign or change tool owners in your tool stack in bulk at one time by selecting multiple tools and then clicking the "Edit Details" button in the lower right corner of the page.



Assigning Tool Owners on the individual tool page

  1. Go to the Tool Stack section.
  2. Select the desired tool or subscription.
  3. Click the "Edit" button located at the upper right corner of the page.
  4. Find and select the Tool Owner in the drop down menu.
  5. Confirm your selection by hitting "Save".



Assigning the Tool Owner from the User & Company Data Page


  1. Navigate to Settings > Users & Company Data.
  2. Scroll down to find the table listing all users with access to Sastrify.
  3. Click the three-dot button next to the user you wish to modify.
  4. Select Edit.
  5. Under the Owner of field, choose the relevant tool(s).
  6. Click Save Changes to finalize.



Changing a Tool Owner

As people change jobs and responsibilities, you can also change tool owners from specific tools to a new owner. To do this, follow these steps:

  1. Go to the Tool Stack section. 
  2. Click on the 3 dots icon located on the right side of the tool.
  3. Select “Edit Info”. 
  4. Look for the 'Owner' field, and select a new owner from the list.
  5. Confirm your selection by hitting "Save".




In addition, you will also be able to change the tool owner from the individual subscription page.

  1. Go to the Tool Stack section.
  2. Select the desired tool or subscription.
  3. Click the "Edit" button located at the upper right corner of the page
  4. Find and select the new Tool Owner in the drop down menu.
  5. Confirm your selection by hitting "Save".

Frequently Asked Question


Q: I cannot assign a tool owner because when I click the drop-down menu, the person is not in the list. What should I do?


A: Before assigning someone as tool owner of a tool, you need to make sure that this person is already invited to Sastrify and is an active user. 

  1. Navigate to the left sidebar of your application and select Settings.
  2. Click on User & Company Data, then select the Invite Users button.
  3. Enter the first name, last name, and email address of the new user. To invite multiple colleagues, click Add More.
  4. Assign the appropriate role: Viewer, Contributor, or Admin. (Note: When inviting multiple users at once, they will all be assigned the same role).
  5. Finalize the process by clicking the Invite button.