1-1. Viewing the Services Screen

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Services Screen Overview

This page explains how to read and use the Services screen.

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How to Read the Services Screen

No.	Item	Description
1	Connected services list	View services, workspaces, monthly spend, and accounts.
2	Notifications	Select “Show all →” in the upper right to view “Alert / Warning / Muted notifications.”
3	Search by service name or workspace name	Filter the service list by service name or workspace name.
4	Filter by notification level	Filter the service list by “Critical / Warning.”
5	Filter by notification type	Filter the service list by “Resigned / Unused / On leave / Unknown accounts” or “Public files.”
6	Sync all	Run sync for all services in the list.
7	Connect a new service	Navigate to Integrations > Integrations screen.

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Service List

No.	Item	Description
1	Service / Workspace	Displays the service name and workspace name.
2	Notifications	Displays critical and warning notifications.
3	Accounts	Displays the number of accounts linked to the service. Avatars appear when accounts are retrieved from the service.
4	Monthly spend	Displays the previous month’s spend. Arrows indicate whether spend increased or decreased compared to the prior month. An upper-right arrow means an increase, and a lower-right arrow means a decrease. You can also check this under Spend > Spend (search by service name).
5	Engagement score	Displays the engagement score. Access frequency is scored on a 10-point scale. The more users who access frequently, the higher the score.
6	Add account	Add an account directly from the Services screen. This option appears only for SaaS services that support provisioning. For supported services, see Connected SaaS & Feature Support List, under “Account Lifecycle” > “Provisioning (New / Additional Registration).”

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Service Details

No.	Item	Description
1	Service site	Open the service’s website via the ↗️ link.
2	Accounts	Displays the number of accounts linked to the service.
3	Notifications	Displays critical and warning notifications.
4	Next contract	Displays the next contract date. This reflects the settings configured in the Contract tab.
5	Tabs	Switch between the “Info / Accounts / Contracts / Notifications” tabs.
6	View receipts and invoices	Click [View Receipts & Invoices] to navigate to Spend > Receipts & Invoices.

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Info (Workspace)

No.	Item	Description
1	Workspace	Displays connected workspace names. You can register multiple workspaces. Click a workspace name to add information for that workspace. For details, see Managing Multiple Workspaces (Domains, Tenants).
2	Status	Displays the current status.
3	Settings	Click the three-dot menu [︙] to access “Delete / Rename / Reconnect / Sync / Details.” For details, see Reconnect and Sync.

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Info (Role)

No.	Item	Description
1	Role	Displays the role. Click a row in the table to open the Accounts screen with the corresponding filter applied. This is retrieved when the SaaS supports Role under “FetchData” in Connected SaaS & Feature Support List.
2	ID type	Displays the ID type. Click a row in the table to open the Accounts screen with the corresponding filter applied. This is retrieved when the SaaS supports Role under “FetchData” in Connected SaaS & Feature Support List.

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Info (Payment History)

Toggle between “Graph / Table” views to review payment history. Click “All data” to navigate to Spend > Spend. Info (Basic Information) View the service’s developer, certifications, and terms of service here. You can also check the privacy policy, data security policy, and country of development.

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Accounts (Service Details)

No.	Item	Description
1	Search by name or email address	Search the account list by name or email address.
2	Filters	Filter by “User type,” “Role,” or “2FA status, suspended accounts.”
3	Save search	Save your search conditions and filter using the saved conditions.
4	Exporting service accounts	Export all service accounts, or a subset filtered by conditions. For details, see Exporting Service Accounts.
5	Merge	Manually link a retrieved service account to another account. For details, see Account Linking (Merge).
6	Owner	Click an owner’s account to navigate to the Directory screen.
7	Service ID	Displays the account information registered on the service side.
8	Last used	The service’s last-used date. To check whether Last Activity data is available, see “FetchData” > “Last Activity” in Connected SaaS & Feature Support List.
9	Settings	Click the three-dot menu [︙] to access “Delete / Merge / Add note.” Delete: you can delete an account for services that list “Delete” under “Account Lifecycle” in Connected SaaS & Feature Support List. Add note: leave an individual note for each account.

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Contracts (Service Details)

No.	Item	Description
1	Create	Register a new contract via [+ Create]. For details, see Managing SaaS Contracts.
2	Name	Displays the registered contract name.
3	Workspace	Displays the workspace name selected at registration.
4	Next contract	Displays the next contract date and day of the week.
5	Period	Displays the registered renewal period.
6	Contract date	Displays the registered contract date.
7	Administrator	Displays the registered administrator.
8	Notes	Displays the content entered in the notes field.
9	Delete	Delete a registered contract. For details, see Deleting and Modifying Contracts.

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Notifications (Service Details)

No.	Item	Description
1	Notifications	Filter by “Critical” or “Warning” notifications.
2	Notification type	Filter by “Resigned / On leave / Unused / Unknown accounts” or “Public files.”
3	Notification list	Displays notifications for “Resigned / On leave / Unused / Unknown accounts” or “Public files.” For details, see Service Alerts.
4	Settings	Click the three-dot menu [︙] to access “Sync / Stop.” Use [Sync] to retrieve the latest notifications. For [Stop], see Muting Alert Notifications.