Getting Started
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- Set up and populate your SaaS stack
- Integrate your ERP & accounting software with Sastrify
- Tool Discovery via SSO (Single Sign-On) discovery integrations
- Admin Setup Guide: Sastrify for Chrome Browser Extension
- End User Guide: Add & activate Sastrify for Chrome Browser Extension
- Set renewal dates & reminders
- Assign and modify tool owners
- Upload your SaaS documents into Sastrify
- Sastrify App Support: Assistance at your fingertip
- Sastrify's commitment to security and privacy standards
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- Google Workspace SSO integration for subscription discovery
- Enhance organizational SaaS management with HRIS Integrations
- Summary tab for storing your subscription details
- Use discovered page to detect new subscriptions
- Tools and Spend Importer: Easily upload and visualize data in Sastrify
- Align vendor names using the Tool Matching feature
- Add Sastrify App to your Slack workspace
- Manually add a new subscription on the go
- How to bulk upload your invoices
- Forward your SaaS documents via email
- Change notification preferences
- A quick glance at your stack using the overview page
- Manage activities and collaborate using custom tasks
- Task Automation: Streamline the creation of routine tasks
- Sunset or delete inactive subscriptions
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- Get expert procurement support for new purchases and renewals
- Create procurement support using Sastrify - Jira Integration
- Scope of service: Custom benchmarking & contract eview
- 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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- Usage Analytics: Full visibility into usage and cost optimization
- How to integrate Pleo with Sastrify
- Spend Import: Validate and fine-tune your imported spend data
- How to connect Microsoft Dynamics 365
- How to connect Netsuite
- How to connect Quickbooks
- Export spend data from Candis to Sastrify
- Export spend data from Spendesk to Sastrify
- Export spend data from Pleo to Sastrify
- Export spend data from Moss to Sastrify
- Export spend data from DATEV to Sastrify
- Export spend data from Ramp to Sastrify
- Zoom usage integration guide
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- ERP & Accounting Integration FAQs
- Discovery via SSO Integration FAQs
- HRIS Integration FAQs
- Usage Analytics FAQs
- Tools and Spend Importer FAQs
- Invoices FAQs
- Achieved & Potential Savings FAQs
- Form component guide for Sastrify form builder
- 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?
Assign and modify tool owners Print
Modified on: Wed, 19 Mar, 2025 at 5:33 PM
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
- Assigning tool owners from your tool stack
- Assigning tool owners on the individual subscription page
- Assigning the tool owner from the user & company data page
- Changing a tool owner
- Frequently Asked Question
Assigning tool owners from your tool stack
- Go to your Tool Stack.
- If there is an icon
below the Tool Owner column, it means that the tool has not yet been assigned a tool owner.
- Click on the 3-dot button of the tool you want to assign or change an owner to.
- Select “Edit Info” to open an input view where you can enter key information.
- Look for the "Owner" field.
- Choose from the drop-down menu one or multiple individuals best suited to be the tool owner for that specific tool.
- 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 subscription page
- Go to the Tool Stack section.
- Select the desired tool or subscription.
- Click the "Edit" button located at the upper right corner of the page.
- Find and select one or multiple Tool Owners in the drop-down menu.
- Confirm your selection by hitting "Save".
Assigning the tool owner from the user & company data page
- Navigate to Settings > Users & Company Data.
- Scroll down to find the table listing all users with access to Sastrify.
- Click the three-dot button next to the user you wish to modify.
- Select Edit.
- Under the Owner of field, choose the relevant tool(s).
- 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 do this, follow these steps:
- Go to the Tool Stack section.
- Click on the 3 dots icon located on the right side of the tool.
- Select “Edit Info”.
- Look for the 'Owner' field and select one or multiple new owners from the list.
- Confirm your selection by hitting "Save".
In addition, you will also be able to change the tool owner from the individual subscription page.
- Go to the Tool Stack section.
- Select the desired tool or subscription.
- Click the "Edit" button located at the upper right corner of the page
- Find and select one or multiple new Tool Owners in the drop-down menu.
- 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 the tool owner of a subscription, you need to make sure that this person is already invited to Sastrify and is an active user.
- Navigate to the left sidebar of your application and select Settings.
- Click on User & Company Data, then select the Invite Users button.
- Enter the first name, last name, and email address of the new user. To invite multiple colleagues, click Add More.
- Assign the appropriate role: viewer, contributor, or admin. (Note: When inviting multiple users at once, they will all be assigned the same role.)
- Finalize the process by clicking the Invite button.
Q: Can I assign multiple tool owners?
A: Yes, you can! You can assign one or multiple people to any tools or subscriptions. This feature is there to improve accountability and management of shared tools, as well as to enhance collaboration and coverage, reducing the risk of missed renewals and unattended tools.
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