Trelica by 1Password: Application Discovery & Inventory Getting Started Guide

Discovery and Inventory is about understanding and taking action on your list of applications as a whole. These applications can be discovered in various ways, most notably through the connection with your IdP.

There are many ways to work with your applications once they are discovered, including:

• Setting up new views to see the attributes/columns you want
• Filtering information
• Creating automations to stay on top of new or high-risk application access

Leveraging Application Discovery & Inventory

ASSIGN STATUSES to all applications in your inventory

Here are the different statuses that are available within Trelica. By default, an application will come into Trelica with the status New.

Here are the key steps you'll want to take when assigning statuses:

1. Most importantly, mark all core business applications as ‘Managed'. Managed applications play a role in what you see on your Trelica dashboard and interacts with other product areas, such as offboarding policies.
2. Indicate applications that are ‘Accepted’ by the company, but not necessarily ones you will use daily or directly manage through Trelica.
3. For applications you don't care to manage and don't want to show up on standard inventory views, you may want to mark as 'Closed' or 'Ignored'.

Assign application owners or IT admins

Next you will want to assign application owners or IT admins to your applications but most importantly, your 'managed' applications. When assigning someone to an application role, consider:

• Who is responsible for making decisions about of these core applications?
• Who would you like to be notified regarding access requests or deprovisioning tasks?

You're able to add more people/roles to an application as well, such as a Business Delegate or Renewal Specialist, through custom application roles. You can do this through individual application pages or in bulk on your application list.

Get familiar with an application's profile

It can be very helpful to click into an application's profile, which you can access by clicking on any individual app within your app list. There are a few steps we recommend you take to get comfortable:

1. Explore the various tabs at the top of the profile (which connect to other areas of the Trelica product).
2. Consider adding custom application fields such as 'Tier' or 'Department' to application profiles, which can be used in reports, workflows, and filters.

connect various application integrations

Connect various application integrations to pull the best quality user lists, usage and license data, as well as enable the ability to provision and deprovision users (dependent on individual integrations and API) through workflows.

For a detailed view of which integrations you can connect, take a look at our integration library here.

Where applicable, we'd recommend starting with:

1. Identity Provider(s)
2. HR System
3. Finance System
4. Contract System
5. Mobile Device Management System
6. Core Business Applications (like Slack, Teams, Zoom, M365...etc)

explore our applications reports

Take a look at the various reports that are available related to your application inventory.

Here, you can view (among others):

• Application list with available integrations and whether or not they are connected
• Access Issues - terminated employees with active access to applications
• Applications discovered by the Browser Extension (if installed) and access risk
• Access Requests for various applications - If you're interested in exploring this, set up a session through your onboarding manager.

If you're interested in discovering even more applications that might not have been discovered by your IdP, consider installing the Browser Extension.

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