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Substly Extension: General User Guide
Substly Extension: General User Guide

Essential information about the Substly extension

Indra Friskytt avatar
Written by Indra Friskytt
Updated this week

What is Substly Extension?

The Substly Extension is a browser add-on designed to help your organization gain better control and oversight of the SaaS tools and subscriptions that are used.

The Substly extension is built with privacy in mind and its purpose is not intended for monitoring or controlling individual data usage or tracing activities. It focuses solely on B2B SaaS tools and does not track personal browsing, such as reading online newspapers or accessing consumer websites. Its primary purpose is to help companies streamline their digital resources and reduce unnecessary costs by understanding how SaaS tools are used. This makes it easier to gain control and insights to make data-driven decisions that benefit both your company’s finances and operational efficiency.

The extension collects minimal data, capturing only data that are matching the vendors in Substly´s database. This is achieved by tracking "Tracking URLs," and recording only the first part of the URL (up to the query). For example, if you use platforms like ChatGPT, Trello, or Slack through your browser, the extension will track the usage of these tools, but nothing beyond what is necessary to provide business-related insights.

How to Get Started with Substly Extension

  1. Install the Extension: Add the Substly extension to your preferred browser from the official extension store.

  2. Send Invitations: Invite your team members to activate and start using the extension.

  3. Set Up Subscriptions: Connect the tools and subscriptions your organization uses for tracking.

  4. Monitor Usage: Use the dashboard to analyze usage trends, optimize subscriptions and identify underutilized tools.

Statuses for Substly Extension Accounts

  1. Not invited: This status indicates that the account has not yet been sent an invitation to use the Substly extension.

  2. Invite Pending: This status is assigned when an account has been invited to use the Substly extension but has not yet activated or started using it.

  3. Tracking: Indicate that the account has installed the extension and is actively using it.

  4. Tracking Inactive: Applied when the account has either signed out of the extension or hasn’t used it for an extended period.

Frequently Asked Questions (FAQ)

Q: Is the Substly Extension compatible with all browsers?

A: The extension supports most major browsers, such as Chrome, Firefox and Safari. And usually works with all Chromium-based browsers.

Q: Does Substly track personal data?

A: No, Substly only tracks data related to the usage of organizational tools and subscriptions, ensuring user privacy. Read more about which data the extension captures

Q: How do I remove inactive accounts?

A: You can remove inactive accounts directly from the dashboard or send reminders for reactivation.

When you're ready to start using the Substly extension, feel free to share this template with your employees to introduce them to the tool.

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