User Manual

Scorecard

• Josys SaaS Management Scorecard

User Profiles

• Overview of User Profiles
• Add Users Profiles
• Add User Profiles in Bulk Using a CSV File
• Add User Profiles via External Data Source
• Provision/Deprovision SaaS apps for user profiles
• Deleting/Deactivating Apps from a User

See all 19 articles

Apps/Managed Apps

• CSV Template for Importing Tracked Apps' usage data
• Managed Apps
• Overview of Tracked Apps
• Overview of Integrated Apps
• Exporting Track App Data to CSV File

Apps/Discovered Apps

• Managing Discovered Apps
• SaaS Compliance Attributes
• Converting a Discovered App into a Trackable App
• Search Discovered apps using the Search Field
• Converting a Discovered App into an Integrable App
• Exporting Application Data To CSV Files

Access/Access Review

• Responding to the App Access Review Survey
• How Employees or Application Owners/Reviewers Can Respond to an Access Review Survey for Discovered and Managed Apps
• How to Create an Access Review
• Creating an Access Review Survey
• Access Review for Discovered Apps
• Responding to the App Access Review Survey

See all 8 articles

Access/Access Requests

• Tracking App Access Request (Approval Pending)

Access/Access Policy

• Understanding AI-Driven Access Policies

Access/Privileged Access

• Privileged Access

Security/Security Configuration

• Security Configuration

Licenses

• Licenses
• Privilege Access Management - Manage Apps
• Privilege Roles Categorization
• Edit Plan Details and Hide/Show Plans
• Modify User's Role
• Modify License

See all 7 articles

Devices

• Register devices in Josys
• Add or Import Devices
• How to add devices manually
• Import Bulk Devices via CSV File
• How to import past assignments of devices from CSV file
• How to export bulk device data using CSV file

See all 16 articles

Scheduled Tasks

• Scheduled Tasks

Workflows

• Workflows
• Create an Automated Workflow for Onboarding
• Create an Automated Workflow for App Access Request
• Create an Automated Workflow for Off-boarding Users
• Create an Automated Workflow for Shadow Users
• Create an Automated Workflow for License Optimization

See all 9 articles

Alert Settings

• How to Edit Configurations in Josys
• Alert Settings

Integrations/App Catalog

• Introduction to Integrations in Josys

Integrations/Browser Extension

• Remote Activation of Josys Browser Extension Using SOTI MobiControl
• Remote activation of Josys Browser Extension using Teamviewer MDM
• Remote activation of Josys Browser Extension using Kandji
• Remote activation of Josys Browser Extension using Jamf Pro
• Remote activation of Josys Browser Extension using Microsoft Intune
• Remote activation of Josys Browser Extension using Google Admin Console

See all 9 articles

Integrations/External Data Sources

• Enabling/Disabling Lanscope as an External Data Source
• Enabling Money Forward Cloud HR as an External Data Source
• Enabling Freee HR as an External Data Source
• Enabling OneLogin as an External Data Source
• Enabling Jobcan HR as an External Data Source
• Enabling BambooHR as an External Data Source

See all 18 articles

Integrations/Integrate Workspace Tools

• Creating Jira Tickets from Josys
• Setup Jira Ticketing Integration from Josys
• Setup Microsoft Teams Notifications from Josys
• Setup Slack Notifications from Josys

Settings/Device Models

• Managing Device Models in Josys

Settings/Device Custom Fields

• Creating User Profile Custom Fields
• Managing Device Custom Fields

Settings/Work Locations

• Managing Work Locations in Josys

Settings/Departments

• Managing Departments When Using an External Data Source for User Profiles
• Managing Departments in Josys

Settings/Two-Factor Authentication

• How to disable IP whitelisting on Josys?
• Whitelist IP to restrict access to Josys
• Disable two-factor authentication for Josys
• Logging in to Josys using two-factor authentication
• Setting up two-factor authentication

Settings/Single Sign-on

• Configure SAML (Single Sign-On) authentication on Josys
• How to login to Josys using SAML (Single Sign-On) authentication?
• How to disable SAML (Single Sign-On) authentication on Josys?
• Okta Integration for SAML Authentication
• OneLogin Integration for SAML Authentication
• Entra ID Integration for SAML Authentication

Settings/User Permissions

• Delegate Admin Role
• Permissions
• Delegate Super Admin Role
• Permission Management: Edit & Delete

Integration Builder

• Integrate Your App Using the Integration Builder
• What Data Is Collected
• Troubleshooting Connection Issues