Auvik SaaS Management’s integration with Asana allows you to automate offboarding users - revoking access to the applications when needed to ensure compliance and give techs time to work on higher value tasks. See real-time, in-depth license data to help you maintain control over your software usage and spend. This includes a breakdown by license type, associated usage details, and last login timestamps.
Prerequisites
Before installing the Asana integration, ensure that you have:
- Required Auvik SaaS permissions to install integrations
- From the Partner Hub: Default Admin
- From the Client Hub: Client Admin
- A valid account for Asana with any necessary administrative privileges required
- An active subscription for Asana
- Any necessary API keys or access tokens (if applicable)
We recommend using a dedicated account with all integrations. This allows you to set a role with minimal permissions. The integration will stop working if this user’s account in Asana is deactivated.
Configuration & Setup
The Docusign integration can be configured using OAuth2 protocol.
If Authenticating using OAuth
- Select Configure
- Click Connect
- You will be directed to login to Asana in a new browser tab and grant permissions to Workato
If you have configured the integration successfully you will be taken back to Auvik Saas Management and the Integration will showcase as Connected.
How to Leverage Asana with SaaS Ops
Review step by step instructions and any additional information specific to this integration including some FAQs.
Available Functionality
Offboarding
- Deletion & Data Retention:Offboarding a user in Asana permanently removes their active account while preserving all historical data - including tasks, comments, and project contributions for audit and continuity purposes. If the user is an admin or owns many project assets, it's recommended to reassign ownership of any tasks or projects managed to another user.
License Data
- License Type Breakdown: a breakdown of the total and unused accounts by license type
- Real-time Updates: On demand license data refresh
- Last Login Timestamp: Showcase the last login time per account
User Count: See which users have leveraged the licensed account