# Substly Help Center

> Articles from the Substly Team

## Microsoft Entra ID Integration

- [Introduction to the Microsoft Entra ID Integration](https://help.substly.com/en/articles/11724045-introduction-to-the-microsoft-entra-id-integration.md): What it is and how it works - automatically sync users and monitor SaaS usage based on SSO logins
- [🔓 Installing the Microsoft Entra ID integration \(full guide\)](https://help.substly.com/en/articles/9531374-installing-the-microsoft-entra-id-integration-full-guide.md): This article explains how to set up the integration to automatically add users and groups, as well as detect SSO-based software usage.
- [✅ Permissions required for the Microsoft Entra ID integration](https://help.substly.com/en/articles/11724860-permissions-required-for-the-microsoft-entra-id-integration.md): Read about which permissions are needed to integrate your Microsoft Entra ID with Substly and why we ask for them
- [Can I sync multiple Microsoft Entra ID tenants?](https://help.substly.com/en/articles/9533236-can-i-sync-multiple-microsoft-entra-id-tenants.md)
- [Microsoft Entra ID Integration – Authentication Methods and Troubleshooting](https://help.substly.com/en/articles/10537489-microsoft-entra-id-integration-authentication-methods-and-troubleshooting.md)
- [Managing the Microsoft Entra ID integration](https://help.substly.com/en/articles/11724061-managing-the-microsoft-entra-id-integration.md): Explore how you can manage the Entra ID integration once it is installed
- [How often does Substly sync with our Microsoft Entra ID account?](https://help.substly.com/en/articles/9533272-how-often-does-substly-sync-with-our-microsoft-entra-id-account.md)
- [What happens if I deactivate a Microsoft Entra ID integration in Substly?](https://help.substly.com/en/articles/9533270-what-happens-if-i-deactivate-a-microsoft-entra-id-integration-in-substly.md)
- [Managing users and groups: Microsoft Entra ID integration](https://help.substly.com/en/articles/9533104-managing-users-and-groups-microsoft-entra-id-integration.md)

## Google Workspace Integration

- [Introduction to the Google Workspace integration](https://help.substly.com/en/articles/11746060-introduction-to-the-google-workspace-integration.md): Sync users and groups and enhance SaaS monitoring
- [🔓Installing the Google Workspace integration \(full guide\)](https://help.substly.com/en/articles/11747358-installing-the-google-workspace-integration-full-guide.md)
- [✅ Permissions required for the Google Workspace integration](https://help.substly.com/en/articles/9533378-permissions-required-for-the-google-workspace-integration.md)
- [Can I sync multiple Google Workspace domains?](https://help.substly.com/en/articles/11748789-can-i-sync-multiple-google-workspace-domains.md)
- [Managing the Google Workspace integration](https://help.substly.com/en/articles/11747668-managing-the-google-workspace-integration.md)
- [How often does Substly sync with our Google Workspace account?](https://help.substly.com/en/articles/11748569-how-often-does-substly-sync-with-our-google-workspace-account.md)
- [What happens if I deactivate the Google Workspace integration in Substly?](https://help.substly.com/en/articles/11748735-what-happens-if-i-deactivate-the-google-workspace-integration-in-substly.md)
- [Managing users and groups: Google Workspace integration](https://help.substly.com/en/articles/11748698-managing-users-and-groups-google-workspace-integration.md)

## Substly Extension

- [Getting Started with the Substly Extension](https://help.substly.com/en/articles/11681084-getting-started-with-the-substly-extension.md): What it does, how it works, and how we protect user privacy
- [🧩 Installing Substly's Extension \(full guide\)](https://help.substly.com/en/articles/9545896-installing-substly-s-extension-full-guide.md): This article provides information on various deployment options and includes links to step-by-step guides for each deployment option.
- [Authentication with UserKey policy](https://help.substly.com/en/articles/11388730-authentication-with-userkey-policy.md)
- [Force Installing Substly Extension with Google Workspace Using the "Policy for Extension" Feature](https://help.substly.com/en/articles/9562138-force-installing-substly-extension-with-google-workspace-using-the-policy-for-extension-feature.md): Administrators can deploy the Substly extension across all Google Workspace users by using the "Policy for Extension" feature.
- [Enabling Forced Installation for Microsoft Azure/Entra ID Using GPO Templates](https://help.substly.com/en/articles/9562147-enabling-forced-installation-for-microsoft-azure-entra-id-using-gpo-templates.md): Read about how to force installation for Entra ID using GPO Templates
- [Template: Informing Employees About the Substly Extension](https://help.substly.com/en/articles/10457932-template-informing-employees-about-the-substly-extension.md): A template to inform employees about the Substly extension before deploying it
- [Deploying the Substly Extension with Microsoft Intune](https://help.substly.com/en/articles/14653009-deploying-the-substly-extension-with-microsoft-intune.md): This guide outlines how to deploy the Substly browser extension centrally, with a silent installation, using Microsoft Intune.
- [🔗 Tracking URLs: how to customize usage monitoring](https://help.substly.com/en/articles/9561257-tracking-urls-how-to-customize-usage-monitoring.md): Tracking URLs - what are they and how to use them to customize monitoring
- [Understanding Substly Extension Statuses](https://help.substly.com/en/articles/11252814-understanding-substly-extension-statuses.md): Substly extension's four statuses show whether the extension is installed and active.
- [🧭 How to avoid being logged out when using the browser extension in Safari](https://help.substly.com/en/articles/9561487-how-to-avoid-being-logged-out-when-using-the-browser-extension-in-safari.md): If you're using Safari and find that you're frequently logged out of the browser extension, try following the steps below.

## Financial Integrations

- [Connect Your Accounting Software to Substly \(Financial Integrations\)](https://help.substly.com/en/articles/9653075-connect-your-accounting-software-to-substly-financial-integrations.md): This guide walks you through connecting your accounting software to Substly, allowing you to automatically sync financial data.
- [Inviting a new user with admin-access to integrate with your accounting system](https://help.substly.com/en/articles/9831962-inviting-a-new-user-with-admin-access-to-integrate-with-your-accounting-system.md): A guide for inviting a new user to Substly to activate a financial integration.
- [Connect NetSuite to Substly](https://help.substly.com/en/articles/12043918-connect-netsuite-to-substly.md): This guide walks you through the steps to connect your NetSuite account to Substly.

## Notifications & Slack bot

- [Getting started with Substly's Slack bot](https://help.substly.com/en/articles/12571541-getting-started-with-substly-s-slack-bot.md)
- [How to install Substly's Slack bot \(full guide\)](https://help.substly.com/en/articles/12571689-how-to-install-substly-s-slack-bot-full-guide.md)
- [📧 How Substly's Weekly Digest works](https://help.substly.com/en/articles/9653083-how-substly-s-weekly-digest-works.md): Learn more about your weekly update email.

## Adding and Managing Services in Substly

- [⚙️ Editing service settings](https://help.substly.com/en/articles/9521416-editing-service-settings.md): Substly offers a range of settings for services, designed to offer you greater control and visibility
- [Exporting data from Substly](https://help.substly.com/en/articles/9748918-exporting-data-from-substly.md): The article describes how to export data from Substly
- [Changing a service's default plan](https://help.substly.com/en/articles/9789841-changing-a-service-s-default-plan.md): How to select a default plan for a service with several plans, allowing new users of the service to automatically enroll in the default plan
- [Creating a service](https://help.substly.com/en/articles/9800219-creating-a-service.md): Creating a custom/internal service, or one that isn't found in Substly's database.
- [Removing a service](https://help.substly.com/en/articles/9800271-removing-a-service.md): How to remove a service from your service library
- [Detected: Understanding shadow IT detection and management in Substly](https://help.substly.com/en/articles/15326039-detected-understanding-shadow-it-detection-and-management-in-substly.md): Learn more about the Detected feature set in Substly, and how it can help you both monitor and actively handle shadow IT in your environment.
- [From detection to active management: Understanding the service lifecycle in Substly](https://help.substly.com/en/articles/14704555-from-detection-to-active-management-understanding-the-service-lifecycle-in-substly.md): Learn how to handle services throughout their lifecycle in Substly, from initial shadow IT detection through to active management of your approved service portfolio.
- [Understanding Admin-Managed vs. Auto-Managed services](https://help.substly.com/en/articles/14707076-understanding-admin-managed-vs-auto-managed-services.md): This article explains the difference between manual and automatic license assignation in Substly.

## Provisioning \(User licenses & Ownership\)

- [👑 Service owners](https://help.substly.com/en/articles/9522692-service-owners.md): This article provides a best-practice method for conducting an ownership audit in Substly.
- [Employee Offboarding Best Practice](https://help.substly.com/en/articles/12713734-employee-offboarding-best-practice.md)

## Adding and Managing Costs in Substly

- [Payment Methods](https://help.substly.com/en/articles/10741313-payment-methods.md): Track your spending across different payment sources
- [Examples of potential cost savings](https://help.substly.com/en/articles/12147057-examples-of-potential-cost-savings.md): Many small improvements often add up to a big impact
- [Creating service plans & editing spend details](https://help.substly.com/en/articles/9564585-creating-service-plans-editing-spend-details.md): This article describes how to manually add spend details and creating new plans
- [Plan Types](https://help.substly.com/en/articles/9564605-plan-types.md): Read more about the various subscription types when manually editing spend details
- [Renewal alerts](https://help.substly.com/en/articles/10031726-renewal-alerts.md): Learn how to manage renewals by setting alerts to stay informed of upcoming transactions
- [💳 How to import financial data](https://help.substly.com/en/articles/9521641-how-to-import-financial-data.md): This article explains how you can upload financial data to your account, allowing Substly to identify costs and renewal dates to services.
- [🧾 File requirements for card and bank statement uploads](https://help.substly.com/en/articles/9533218-file-requirements-for-card-and-bank-statement-uploads.md): This article tells you how your exported list of transactions should look for you to be able to upload them to Substly.
- [🧾 File requirements for SIE files](https://help.substly.com/en/articles/11325572-file-requirements-for-sie-files.md): Read about how you can add financial data into Substly using a SIE file import

## Managing Usage in Substly

- [📈 Usage Metrics for Tracked Usage](https://help.substly.com/en/articles/9733953-usage-metrics-for-tracked-usage.md): This article describes the different columns found under Usage

## Pages in Substly

- [Dashboard overview](https://help.substly.com/en/articles/9564437-dashboard-overview.md): This article introduces you to the Substly dashboard, a tool that provides you with an extensive overview of your softwares and licenses.
- [All Services](https://help.substly.com/en/articles/9564439-all-services.md): The All Services page presents your services details, allowing you to quickly view services across your organization in a detailed manner.
- [Categories](https://help.substly.com/en/articles/9564441-categories.md): The Categories page allows you to add and view categories based on services.
- [Archived Services](https://help.substly.com/en/articles/9564445-archived-services.md): View and manage archived services on this page.
- [All Service Users](https://help.substly.com/en/articles/9564492-all-service-users.md): All Service Users provides an overview of your users, allowing you to quickly view users across your organization in a detailed manner.
- [Groups](https://help.substly.com/en/articles/9564510-groups.md): The Groups page allows you to view and manage groups in Substly.
- [Services \(Usage\)](https://help.substly.com/en/articles/9564521-services-usage.md): The ‘Usage’ page provides you with insights into how your organization’s services are being used.
- [Users \(Usage\)](https://help.substly.com/en/articles/9564523-users-usage.md): Quickly view usage based on users.

## Misc.

- [📢 How does Substly use Intercom?](https://help.substly.com/en/articles/9730159-how-does-substly-use-intercom.md): Read about how Substly uses Intercom
- [Reasons to use Substly](https://help.substly.com/en/articles/10495568-reasons-to-use-substly.md): Here's a list of the top reasons for using a tool such as Substly to track and manage subscriptions, costs and usage.
- [Book a Free Demo](https://help.substly.com/en/articles/11363687-book-a-free-demo.md): Curious about Substly? Book a free demo to see how it works, what value you can expect, and if we’re a good fit for your needs.
- [Filtering, Sorting & Editing Columns](https://help.substly.com/en/articles/11430516-filtering-sorting-editing-columns.md): Substly makes it easy to filter and sort your data — much like using a pivot table in a spreadsheet.
- [Force Installing Substly Extension with Google Workspace Using the "Policy for Extension" Feature for Cloud-managed Chrome Browser Users](https://help.substly.com/en/articles/9562116-force-installing-substly-extension-with-google-workspace-using-the-policy-for-extension-feature-for-cloud-managed-chrome-browser-users.md): Deploy the extension across all Google Workspace users with Cloud-managed Chrome Browsers by configuring the "Policy for Extension" feature.

## Add-ons

- [🏢 Substly Entities](https://help.substly.com/en/articles/9653079-substly-entities.md): This article describes Substly entities and how you can create several workspaces.

## Company Settings & Access to Substly

- [☑️ Access Control & User Permissions](https://help.substly.com/en/articles/9538567-access-control-user-permissions.md): User Permissions in Substly and how they work
- [✉️ Inviting coworkers to Substly](https://help.substly.com/en/articles/9538565-inviting-coworkers-to-substly.md): You can invite team members and other colleagues to Substly and give them different user permissions. This article explains how.
- [🛡️ How to set up Multi-factor authentication](https://help.substly.com/en/articles/9653081-how-to-set-up-multi-factor-authentication.md): Learn how to set up MFA to increase account security

## Account & Billing

- [Your Subscription Details](https://help.substly.com/en/articles/9738976-your-subscription-details.md): Read about where to find your billing information, max number of users, and how to request more users.
- [Trial periods in Substly](https://help.substly.com/en/articles/12114668-trial-periods-in-substly.md)