How do I view and manage company software?

Updated last monthSara AhlénSoftware

Velory gives you a central view of all the software services your company uses — from productivity tools like Microsoft 365 and Slack to development tools like GitHub and Jira. You can see how many licenses are active, how many are unused, and what each service costs per month.

Before you begin

You need Admin or Manager access to view and manage company software. Employees can see their own assigned licenses in their Personal workspace.

  1. Go to Assets in the navbar.
  2. Click Software.

You will see a service overview — a table listing each software service your company has set up.

The software service overview table with active and unused licence counts, monthly cost and agreement status
One row per service, with the header actions for spending, discovery and assignment

Understand what you see

Each row in the service overview table represents a software service:

ColumnWhat it shows
NameThe service name and logo
AgreementYes when a vendor agreement is on file for the service's plans, No when there is none
PlansHow many plans the service has
No. of Active LicensesTotal licenses in an active state (assigned and unassigned)
No. of Unused LicensesActive licenses not assigned to any employee
Discovered usersPeople SaaS Discovery detected using the service who have no licence yet. Click through to assign them a seat
Monthly CostNormalised monthly cost across all active plans, in your company's currency

Click on any service to open its detail page, where you can manage plans and licenses.

The three tabs

TabWhat it is
OverviewThe service list described above — your default view
AgreementsNegotiated vendor deals that govern plans across the companies in your organisation
DistributionWhich company consumes which plan under which agreement, with seats used and unused

Agreements and Distribution are not shown to everyone. Agreements needs to be enabled for your company, and Distribution appears only when your company pays for an agreement that other companies consume, or when you are an organisation-level admin. If you do not see them, they do not apply to your setup.

Search and filter services

Search — Use the search bar to find services by name, vendor, or category.

Filters — You can filter by:

  • Category — Productivity, Development, Security, Communication, Design, and more
  • Vendor — the company that provides the service
  • Agreement — whether an agreement is on file
  • Has discovered users without an active seat — services where somebody is using the tool without a licence

Save a combination of filters and columns as a view to come back to it, the same way as elsewhere in Velory. Export downloads the current view as CSV, respecting your active filters.

Take action

The page header holds four actions:

ActionWhat it does
Add SoftwareAdd a service from the catalogue, or create one that is not in it
Assign to EmployeesOpen the assignment wizard to license several people at once
View spendingOpen the Software Spending page for cost trends and utilisation
SaaS DiscoveryOpen the discovery inbox — services detected from connected sources, whether or not you have licensed them

Click any service row to open its detail page, where you manage plans, licenses, access roles, resources, usage and provisioning.

How software is structured in Velory

Software follows a three-level hierarchy:

LevelWhat it isExample
ServiceThe software product itselfSlack, Microsoft 365, GitHub
PlanA pricing tier under a serviceSlack Pro, Slack Enterprise
LicenseAn individual seat or subscription assigned to an employeeJohn's Slack Pro license

You manage services and plans at the service level. Individual licenses are created when you assign software to employees.

Two smaller pieces hang off a service. A Resource is a grantable part of it — a team, channel, project or repository. An Access role is a level of access, optionally mapped to a group in your identity provider. Both are what employees actually ask for when they request access to a service.

Good to know

What is the difference between "unused" and "unassigned"?

They mean the same thing — a license that is active but not assigned to any employee. These represent potential cost savings because you are paying for a seat nobody is using.

How is monthly cost calculated?

Velory normalises all costs to a monthly figure in your company's currency. Yearly plans are divided by 12, quarterly by 3. Per-user plans multiply the per-seat cost by the number of licenses. Flat-charge plans show the fixed amount.

Where do I manage individual licenses?

Click on a service to open its detail page, then go to the Licenses tab. From there you can view, filter, assign, and manage individual licenses.

What are the tabs on a service detail page?

TabWhat it holds
DetailsService identity, vendor, category, and its software owners
PlansThe pricing tiers, their costs and seat limits
LicensesEvery seat on the service
Discovered usersDetected users without a licence — only when discovery has matched something to this service
SpendingCost history for this service
UsageWho actually uses it, and telemetry where a provider reports it
ResourcesGrantable parts, such as teams or repositories
Access rolesAccess levels, optionally mapped to identity-provider groups
ProvisioningHow access is granted and revoked
ActivityThe service's event history

Some tabs appear conditionally. Discovered users needs a matched discovered service, and Usage needs either a usage provider or telemetry already recorded.

A service shows discovered users but I have not set up discovery. How?

Somebody has. Discovery is switched on per source in integration settings, so another admin may have enabled it. The Discovered users column tells you people are using a tool without a licence — see What is SaaS Discovery?.

Why can't I see the Agreements or Distribution tab?

Agreements is enabled per company, and Distribution only appears when there is cross-company consumption to show — your company pays for an agreement other companies use, or you are an organisation-level admin. Neither missing tab indicates a problem.

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