SaaS Management in Lifecycle Manager lets you see which desktop and SaaS applications your clients are actually using, as well as which AI tools are in use across their environments.

A lightweight agent installed on client devices collects application usage data and shows it on the SaaS Management dashboard. You can use this data to find licenses that aren't being used and see which applications are being used without your approval.

What SaaS Management collects

The agent collects information about which applications are being used and basic information about the device itself. It doesn't capture the content of anything done inside those applications.

Collected:

• Names of desktop applications being used and how long they're used for.
• Web domains visited. Full URLs and page titles are not collected.
• Device information, including Manufacturer, CPU, RAM, and operating system.
• Security settings, including whether disk encryption and the firewall are enabled.
• A list of software installed on the device.

Not collected:

• Keystrokes, screenshots, or file contents.
• Email or message content.
• Anything a user types, reads, or sees inside an application

How SaaS Management is used

You can use SaaS Management for a range of client-facing conversations, including:

• Quarterly business reviews (QBRs)
  Show clients which applications are being used, which aren't and where their software spend is going.
• License reviews and renewals
  Find applications that aren't being used so you can recommend reducing licenses at renewal time.
• Reviewing unapproved applications
  See which applications are being used that haven't been approved by you or the client.
• Tracking AI use
  See which AI tools are being used across a client's environment and by which users.
• Onboarding new clients
  Within 24 hours of deploying the agent, get a complete picture of the applications running on a client's devices.

Data collection modes

You can control what data the agent collects by setting a collection mode at the client or device level. SaaS Management has three modes:

• SaaS Usage
  Collects application usage, web domains, and device information. This is the default mode.
• Device Data Only
  Collects device information only. No application usage or web domain data is collected.
• Disabled
  The agent stays installed but doesn't collect any data.

Getting Started with SaaS Management

Use the articles listed below to get started with SaaS Management and to go deeper into specific workflows.

Deploying the SaaS Management agent

• How to generate an enrollment token, deploy the agent to client devices through your RMM, and verify that devices are reporting data.

Navigating the SaaS Management page

• A walkthrough of the SaaS Management page, including what each tab shows and what actions you can take.

Configuring SaaS Management settings

• How to configure data collection, manage departments, and review the App Catalog.