Ownership Audit

This article provides a best-practice method for conducting an ownership audit in Substly.

After setting up your account and gathering users, services, and spending data, it is time to define ownership of all services. You will likely find your first optimization opportunities already in this step by discovering orphaned services and licenses that can be canceled or revoked. 

The purpose of defining ownership is to:  

  • Implement a clear structure and overview of license owners. 
  • Enable and facilitate a comprehensive license audit.  

To define ownership of licenses:  

  1. Navigate to “Services” → “All Services” 

  2. Select a license under “Actions”

  3. Select “Change Owner”, and designate a new owner for the selected license



4. Repeat these steps for each respective license to complete your ownership audit.