Getting started with Substly's Browser Extension

This article explains how you activate the browser extension in Substly and install it across your company.

Introduction

With Substly's browser extension, you gain insights that help you understand and optimise your company's digital work environment. The data also make it easier for you to stay correctly licensed and identify shadow IT across your organisation. 

The browser extension lets you gain insights into

  • Usage rates (how often and how much a service is used)
  • Adoption rates (how many that have access to a services that actually uses it).
  • Unused user accounts (identify user accounts that are not being used)
  • Unsanction usage (employees that are using services that they shouldn't have access to)


Content in this article

Activating the browser extension in your Substly account

The invitation email

See which employees have installed the extension

Sending reminders or inviting more employees

Other ways to invite employees to install the browser extension



Activating the browser extension in your Substly account

  1. On the main menu, navigate to Substly Extension.
  2. Click Activate.
  3. Mark the checkboxes to the left to choose which employees to send an invitation to. Tip! Use the filtering and status options above the list and bulk-send invitations. Getting started with Substlys browser extension
  4. Once you are done with your selection, click Next.
  5. Look over your options and click Send Invites to send them out.

 

The invitation email

The below email is sent to all employees you chose to send an invite to. The email informs the employees about the browser extension and prompts them to go to the chrome web store and install the browser extension

extension-invite

See which employees have installed the extension

  1. On the main menu, navigate to Substly Extension.
  2. Click Users to access the User's page.
  3. In the column Status, you can see which employees have installed the extension and which haven't done so yet.Status - Substlys extension

 

Sending reminders or inviting more employees

Sending reminder emails work the same way as sending invites. Filtering options quicken the process and let you bulk-send invitations and reminders.

  1. On the main menu, navigate to Substly Extension.
  2. Click Users to access the User's page.
  3. In the top right corner, click Send Invites.
  4. (Optional) You can use the filtering options to filter out the employees with the status Invite pending.
  5. To the left, Mark the checkboxes to choose which employees to send an invitation to. Tip! You can mark all checkboxes with one click by clicking on the box above the list of employees. Getting started with Substlys browser extension
  6. Once you are done with your selection, click Next.
  7. Look over your options and click Send Invites to send them out.

The below reminder email will be sent out. It is similar to, but not the same, as the first invitation email sent to the employee.

extension-reminder

Tip! You can send reminders at the same time as you invite new employees. Just mark the checkboxes to the employees you want to inform about the extension. If they received an email invite earlier, they would get a reminder email. If not, they get an invitation email instead.

 

Other ways to invite employees to install the browser extension

The main advantages of sending invitations to employees through Substly are that you

  • get an overview of who has been sent an invite.
  • send reminders with little effort and to the right persons.

With that said, anyone with access to Substly's extension in the chrome web store can install the extension. This means you can send information to employees, asking them to install the browser extension in your company's preferred channel.

Note! For the extension to log data and feed it to your Substly account, the user needs to log in to the web browser extension with an email address in your account.

TIP! If you want to invite employees through channels other than Substly, add a message that clarifies why they should install it and how. Here's an example you can use as a template.

We are using a software called Substly to help us make sure you and your teammates have access to the tools you need to be successful in your job. 

Via Substly's browser extension, we gain insights into the usage of digital tools across the company. This information will help us understand and optimise your digital work environment.

What does this mean for you? The browser extension automatically tracks software usage. If you log in to any of the services we have added to Substly for example "Service 1", "Service 2" or "Service 3" the extension will recognize how often those services is being used and by whom.

I kindly ask you to take 1 minute to follow this link and install Substly's browser extension in your browser.

Please let me know if you have any questions!

 

Read more about how your employees install the extension in their browser or which data the extension captures.