The Expense (Coupa) direct integration with SaaS Management includes two integration tasks: Application Roster and Expense Discovery. For a description of these integration tasks, see SaaS Integration Task Terminology. You can now provide only the permissions necessary for the specific tasks you wish to enable for the Expense (Coupa) integration.
The following use cases describe how to enable only the necessary permissions for an existing SaaS Management integration with Expense (Coupa) and when adding a new integration with Expense (Coupa). For example, you may only wish to enable the Application Roster integration task using the permissions described in the Required Minimum Permissions for Expense (Coupa) section of the Expense (Coupa) integration instructions.
If you have already set up the direct Expense (Coupa) integration in SaaS Management and wish to remove certain permissions, complete the following steps. If you later wish to enable another integration task, you first need to update the permissions in Coupa before enabling the integration task in SaaS Management. For more information on these permissions, see the Required Application Permissions for Expense (Coupa) section of the Expense (Coupa) integration instructions.
IMPORTANT: If you enable only specific permissions in Coupa, but you enable all Expense (Coupa) integration tasks in SaaS Management, the tasks lacking the necessary permissions will fail in SaaS Management.
To enable the necessary Expense (Coupa) permissions:
If you are setting up a new direct Expense (Coupa) integration in SaaS Management, choose only the relevant permissions in Coupa for the integration tasks you plan to set up in SaaS Management. If you later wish to enable another integration task, you first need to update the permissions in Coupa before enabling the integration task in SaaS Management. For more information on these permissions, see the Required Application Permissions for Expense (Coupa) section of the Expense (Coupa) integration instructions.
IMPORTANT: If you enable only specific permissions in Coupa, but you enable all Expense (Coupa) integration tasks in SaaS Management, the tasks lacking the necessary permissions will fail in SaaS Management.
To enable the necessary Expense (Coupa) permissions:
Aug 27, 2024 09:41 AM