Knowledge Base and FAQs
Helpful articles and frequently asked questions.
Supported Objects by Connector
- SaaSAssure Supported Objects - Box
- SaaSAssure Supported Objects - Confluence
- SaaSAssure Supported Objects - HubSpot
- SaaSAssure Supported Objects - Jira
- SaaSAssure Supported Objects - Microsoft Exchange
- SaaSAssure Supported Objects - Microsoft OneDrive
- SaaSAssure Supported Objects - Microsoft SharePoint
- SaaSAssure Supported Objects - Microsoft Team
- SaaSAssure Supported Objects - QuickBooks Online
- SaaSAssure Supported Objects - Salesforce
- SaaSAssure Supported Objects
Free Trial
- Do you Offer a Free Trial?
- How do I Upgrade my Free Trial to a Paid License?
- What Happens when my Free Trial Expires?
- Can I Extend my Free Trial?
- Can I Upgrade to a Paid Plan if my Free Trial has Expired?
- If I'm a Free Trial User and Upgrade to a Paid Plan are All Existing Connectors also Upgraded?
Connectors
- What Connectors does SaaSAssure Support?
- Adding a Connector Plan
- How do I Edit a Connector's Configuration?
- How do I Remove a Connector?
- What do I do if I Have an Issue with My Connector Configuration?
- Configuring the M365 Connector Bundle
- How to Configure the Confluence and Jira Connectors?
- Configuring the Salesforce Connector
- Keyword Search Supported Operators for Item-Level Restore
Storage Location
- What Storage Options Work with SaaSAssure?
- What Common S3 Storage Options are Recommend to use with SaaSAssure?
- Setting up a Storage Location
Backups, Exports, and Restores
- Creating a Backup
- What are Backup Restore Points?
- What Backup Scheduling Options does SaaSAssure have?
- How Do I Run an On-Demand Backup?
- How do I Edit a Backup?
- How do I Export a Backup?
- How do I Delete a Backup?
- How do I Run a Restore?
- What do I do if I Have an Issue with my Backup, Export, or Restore (General)?
- How to Prepare for a Restore
Security
- What are SaaSAssure's Security Features?
- What is Mutliperson Approval (MPA)?
- How do I Enable/Disable MPA on an Account?
- How do I Edit Approvers if One of the Approvers Left the Organization?
- What is Multifactor Authentication (MFA)?
- How do I Enable/Disable Mutlifactor Authentication (MFA)?
- MFA is Turned On, but I Need to add SaaSAssure Again to my MFA App?
Account Management
- Is SaaSAssure a Multi-tenant Environment?
- Creating an Account
- Where can I View all my Accounts and their High-Level Details (Status, Tenant ID, MPA, Group Tags)?
- How do I Edit an Existing Account?
- What are the Possible Account Statuses?
- How to make an Account 'Inactive' and What Happens When you Make an Account 'Inactive'?
- How do I Delete an Account and What Happens to the Data?
- Can I Restore a Deleted Account?
Profile Management
- What if I Forget what Email I Registered with?
- How do I Reset my Password?
- Where Can I Edit my Profile Settings?
- Where do I find my Account ID?
User Management
- What User Roles does SaaSAssure have?
- How do I Add a New User to SaaSAssure?
- How do I Edit a User Role?
- How do I Delete a User?
- How do I Edit a User's Profile?
Plans and Pricing
- How does your Pricing Model Work?
- How are Connector Plans Structured?
- What does SaaSAssure mean by Plan 'Commitment'?
- How do I Upgrade an Individual Connector from a Monthly Plan to an Annual Plan?
- If I have Individual DevOps Connectors and Upgrade to the DevOps Bundle what Happens?
- Can an Individual Connector Plan be Downgraded from an Annual Plan to a Monthly Plan?
- Can I Cancel an Individual Connector Plan?
- Can I Cancel a Bundle Connector Plan?
- If I Delete an Account does that Cancel all my Connectors and Plans?
- How do I Cancel my SaaSAssure Service?
Billing
- How do I Set/Edit my Billing Contact for SaaSAssure?
- How are the SaaSAssure Billing Cycles Set?
- How are Monthly Billed Users Calculated?
- If I Update my Connector during a Billing Cycle how will I be Billed?
- What Billing Documents and Reports does SaaSAssure Provide?
- Understanding my Invoice
- Understanding my Usage Report
- How do I Edit my Companies Information on File?
- What Billing Documents and Usage Reports does SaaSAssure provide?
Payments
- What Payment Methods does SaaSAssure Accept?
- How do I Pay an Invoice?
- How do I Manage Auto-Payments?
- How do I Change my Credit Card on File?
- What Happens if I Miss an Invoice Payment Due Date?
Account Group Tags
- What are Account Group Tags?
- Are Account Group Tags Required?
- Creating an Account Group Tag
- Assigning an Account Group Tag to an Account
- Assigning an Account Group Tag to a User
- Managing the Filtered Account View with Account Group Tags
- Removing an Account Group Tag from an Account or User
- Editing an Account Group Tag for All Accounts and Users at Once
- Removing an Account Group Tag from All of SaaSAssure