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Account Group Tags
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Confluence
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Microsoft Onedrive
Microsoft SharePoint
Microsoft Teams
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Help Center
Knowledge Base and FAQs
Get Support
Knowledge Base and FAQs
Free Trial
Connectors
Storage Location
Backups, Exports, and Restores
Security
Account Management
Profile Management
User Management
Plans & Pricing
Billing
Payments
Account Group Tags
Documentation
Known Issues
General
Box
Confluence
HubSpot
Jira
Microsoft Exchange
Microsoft Onedrive
Microsoft SharePoint
Microsoft Teams
QuickBooks Online
Salesforce
Limitations
Box
Confluence
HubSpot
Jira
Microsoft Exchange
Microsoft Onedrive
Microsoft SharePoint
Microsoft Teams
QuickBooks Online
Partner Portal
Knowledge Base and FAQs
Helpful articles and frequently asked questions.
SaaSAssure Supported Object
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?
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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?
How to setup connector by connector vendor or find each connector's required credential information?
Configuring the M365 Connector Bundle
How to Configure the Confluence and Jira Connectors?
Configuring the Salesforce Connector
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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
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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?
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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?
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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?
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Plans & 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?
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Billing
How do I Edit my Company's Information on File?
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?
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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?
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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
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