Once you've started onboarding applications via manual entry, CSV import, or Identity Provider discovery, you can add additional applications and manage their details.
View application details
- Go to IT > Software Management in your admin panel.
- Click the Applications tab.
- Click on the application name in the list.
- The application's details page opens, showing:
- Application name, owner, and department
- Renewal frequency and next renewal date
- Contract value and billing currency
- Cancellation notice period
- Uploaded contract documents (if any)
- Usage metrics: Active users in the last 90 days (if IdP-connected)
You can click Edit to modify any details.
Review an application
For applications discovered via your connected Identity Provider that are in the Apps to review section:
- Go to IT > Software Management in your admin panel.
- Click the Applications tab
- Find the application in the applications list (it will have a Review button in the Actions column)
- Click the Review button
- The Review application page opens with the application pre-populated. Review the information keeping in mind that:
- The application name is pre-filled
- Owner (optional): Select the person responsible for this application. Adding an Owner requires a Client role.
- Department (optional): Assign this application to a department
- Click Continue.
- Review contract information:
- Upload contract (optional): Drag and drop or click to upload. Supported formats: PDF, PNG, JPG. Maximum file size: 10.49 MB
- Billing currency: Dropdown (default: USD US Dollar)
- Contract value: Text field to enter the total contract cost (required for tracking)
- Renewal frequency:
- Monthly
- Quarterly
- Yearly
- Does Not Renew Automatically (for fixed-end contracts)
- Renewal date: Select the renewal date (or contract end date if non-auto-renewing)
- Cancellation notice (days): Text field for the number of days' notice required to cancel
- Click Continue.
- Review and confirm. The application is shown as an identity provider asset at the top. Use the Edit buttons to change any section if needed
- Click Save to complete the review
The application moves from Apps to review to Approved status and is now tracked in your system.
Edit an approved application
- Go to IT > Software Management in your admin panel
- Click the Applications tab
- Find the application in the list (it will have an Edit button in the Actions column)
- Click Edit
- The Edit application page opens. You can edit application details:
- Application name is read-only (cannot be changed)
- Owner field
- Department field
- Click Continue.
- Edit contract information. All fields are editable: contract file, billing currency, contract value, renewal frequency, renewal date, cancellation notice
- Click Continue.
- Review your changes. You can use the Edit buttons to go back if needed
- 9. Click the Save button to save all changes
View and add renewal information
For applications with missing renewal details:
- In the Applications tab list, find the application
- Click the + Add renewal date or + Add contract value link to add these details inline.