Step 1: Check if an HR data source is configured 

1. In Flexera SaaS Manager, go to Managed SaaS Applications. 

2. Confirm that an HR data source (for example, Workday, SuccessFactors, Azure Client Credentials, or Okta) is configured. 

3. If no HR data source is listed: 

1. 1. Add or connect an HR roster integration to enable the Organization Structure view.

   2. For guidance on supported HR integrations, see the SaaS Integration Instructions.

Step 2: Validate the HR data source 

1. Once the HR data source is connected, confirm that the HR Roster Integration Task is running successfully. 

1. 1. Open the HR source from Managed SaaS Applications and go to its Integration tab.

   2. Review the task history and confirm that the most recent run completed without errors. 

2. If the integration task is running successfully, check that data is being ingested: 

1. 1. Go to Organization > All SaaS Users.

   2. Verify that user data appears in the list. 

Step 3: Contact Support if issues persist 

If the integration task has failed or no user data appears in All SaaS Users: 

• Confirm the HR data source configuration details. 

• Open a case with Flexera Support and include: 

• • HR source name and connection type 

• The last successful sync time 

• Any ingestion or authentication errors