How to Set Up an Application in OptyStack  

After creating your account on OptyStack, the next step is to connect your SaaS applications. Connecting applications allows OptyStack to analyze usage, track spending, and identify optimization opportunities within your organization.

This guide explains how to add and manage applications from your OptyStack hub.

Overview  

OptyStack integrates with more than 100 popular SaaS applications such as Google Workspace, Slack, Zoom, Salesforce, Figma, and Jira.
When you connect an application, OptyStack automatically retrieves user data, license details, and spend information to help you monitor utilization and reduce waste.

Only users with the Admin or Manager role can add or manage integrations. Users with the Read Only role can view data and reports but cannot make changes.

Step 1: Log in to the OptyStack Hub  

1. Go to https://hub.optystack.com.

2. Log in with your registered email and password.

3. After logging in, you will see your main dashboard with spend summaries, active tools, and recommendations.

Step 2: Open the Applications Page  

1. From the main navigation menu, select Applications.

2. You will see a list of supported applications available for connection.

If you do not find a particular app, you can contact OptyStack support to request a new integration.

Step 3: Connect a New Application  

1. Click Setup on the any application you want to integrate.

2. Enter license information and follow the prompts to authorize OptyStack’s access to your account.

 Once authorized, the integration process will begin automatically.

Step 4: Review Application Insights  

When data syncing is complete, you can view insights for each connected application under Application → View.
OptyStack displays key information such as:

• Total licenses purchased

• Active and inactive users

• Last activity date

• Potential cost savings

• Renewal dates

 These metrics help you identify unused or underutilized licenses and make informed optimization decisions.

Step 5: Set Up Alerts (Optional)  

You can configure alerts to stay informed about important events related to your connected applications.

1. Go to Alerts → Alerts Settings.

2. Choose the alert type you want to enable, such as high spend, low usage, or renewal reminders.

3. Save your preferences.

Alerts will be sent to your registered email and appear in your OptyStack notification center.

Step 7: Manage or Disconnect an Application  

If you need to disconnect an app:

1. Go to Applications → Connected Apps.

2. Click on the three dots on the top right of the application card.

3. Click Disconnect and confirm your choice.

Need Help  

If you experience issues while setting up an application, contact the OptyStack support team.