The Settings page is where you change how SaaS Management collects data for a client, manage departments, reset SaaS Management, and review the App Catalog. This article covers each of these settings.

Opening the Settings page

1. In the top navigation bar, click Home to access the Client list.
2. Click a client's name to open their Client Profile page.
3. In the left navigation panel, click SaaS Management.
4. In the top right of the page, click the Settings icon.

The Settings page is divided into two sections:

• Account Settings
  Settings that apply to the selected client, including Data Collection Mode, Manage Departments, and Reset SaaS Management.
• Global Settings
  Settings that apply across all of your clients, including the App Catalog.

Data Collection Mode

The Data Collection Mode card shows the current collection mode for the client.

Click the card to open the Data Collection Settings page, where you can choose between three modes:

• SaaS Usage Mode
  Full collection of all telemetry, including app usage, browsing data, and software inventory. This is the default mode for new clients.
• Device Data Only
  Collects system information and a static list of installed applications (hardware specs, OS version, device name, installed app inventory). No app usage, browsing data, or behavioral telemetry is collected.
• Disabled
  The agent remains installed on all devices, but no data is collected.

To change the mode:

1. On the Data Collection Settings page, select the mode you want to apply.
2. Click Save Changes.

To cancel without saving, click Cancel.

Manage Departments

The Manage Departments card opens the Department Management page, where you can create, edit, and delete departments, and manage the users assigned to each department.

Departments are used to group users for reporting. Once you've assigned users to departments, you can filter and group data by department across the SaaS Management page.

Creating a department

1. On the Department Management page, click + Create Department.
2. Enter a name for the department.
3. Confirm the department.

Editing or deleting a department

Each department row has a context menu with two options:

• Edit
  Rename the department.
• Delete
  Remove the department.

Adding or removing users

1. On the Department Management page, click the department you want to update to expand it.
2. To add users, click + Add Members and select the users to add.
3. To remove a user, click the context menu next to the user, then click Remove.

You can also search for a user within the department using the search bar.

Resetting SaaS Management

To reset SaaS Management for a client:

1. On the Settings page, find the Reset SaaS Management card.
2. Click Reset.
3. Confirm the reset.

After resetting, no data will be collected until agents are redeployed and data collection is re-enabled.

App Catalog

The App Catalog is a global list of every application that SaaS Management can detect across all of your clients. Use the App Catalog to review application metadata, approve or reject applications globally across all your clients, and see which applications are in use.

To open the App Catalog, click the App Catalog card under Global Settings.

The App Catalog page shows four summary cards at the top:

• Global Approved Apps
  The number of applications you have approved across all your clients.
• Client Used Apps
  The number of applications currently in use across your clients.
• Catalog Apps
  The total number of applications in the catalog.
• Vendors
  The total number of vendors represented.

Approving or rejecting apps globally

Approving or rejecting an application globally applies the status to all of your clients. This is different from the per-client approvals set on the All Apps tab of the SaaS Management page.

To change the global approval status of an application:

1. In the App Catalog list, locate the application.
2. Click the context menu icon () on the application's row.
3. Click Approve Globally or Reject Globally.

The menu shows the action that is not currently applied: if the application is approved, the menu shows Reject Globally. If the application is rejected or unreviewed, the menu shows Approve Globally.

Approving or rejecting apps in bulk

To approve or reject multiple applications at once:

1. Click Select Apps in the top right of the table.
2. Click each application you want to update.
3. In the bar at the bottom of the page, click Approve Globally or Reject Globally.

To exit selection mode without making any changes, click Cancel Selection.