Adding a Connector Plan

Connectors and plans are added at a tenant level.

Required User Roles: Only Global Admins or Account Admins have permissions to add connector plans.

Connectors are set account-level (tenant-level) within SaaSAssure. Each account requires it's own connector plan, meaning if you have two different accounts with the same connector they would each need their own connector plan activated. 

To add a connector plan to an account: 

1. Using the account selector Accounts Selector, select the account you would like the connector plan to be within.

 

2. Once within the account select the 'Connectors' sub-menu option in the left-hand navigation. 

 

3. Find the desired connector from within the list of connector options. To view the plan options modal click the '+ Add' link on the right hand side to add the connector or connector bundle. 

Note: at this time each account can only support one instance of a connector. In order to have multiple connectors of the SaaS application please create a new account and manage the second instance from within that account. 

 

4. Depending on the connector type you've selected there may be a monthly plan option or an annual plan option. Review and select the plan that fits your needs the most.

5. Click on 'Select plan' to view the 'Plan Summary' modal. Click 'Next' to confirm adding the connector and plan. The next modal you see will be for the configuration of the connector. 

 

6. Different connectors will have different authorization approaches, some will require you to sign into the connecting SaaS application and others will required API and key information. Please follow the prompts provided. 

 

7. Once the connector has been authorized and SaaSAssure has established a connection a notification will display confirming the connector was successfully initiated. All purchased and configured connectors will display 'Configured' under the status column within the connector list.