Trelica helps IT teams keep on top of what SaaS software has been bought, how much money is being spent on it, how well it's being used and whether everything is compliant from a security and privacy point of view.
Trelica can connect directly to different SaaS tools (like Docebo) to extract up-to-date information about which of your users are using Docebo, and how regularly they are logging in. This will help you improve engagement, deprovision unused seats, and prepare for your license renewal.
You must be an administrator of your Docebo site in order to connect with Trelica.
As an administrator, you may have received an invitation from someone in your IT team asking you to connect Docebo to Trelica.
Each Docebo instance is separate and this means that you have to set-up an OAuth2 client in Docebo in order for Trelica to connect.
Log in to Docebo and click on the Settings cog icon at the top-right and then choose Add New Apps.
Choose the Third party integrations menu option, and make sure the API and SSO third party integration is activated. When active, it will be clearly marked with a black Active box.
Now click on the Settings cog icon to configure API and SSO:
Choose the API Credentials menu option and click Add OAuth2 App:
Enter the following details:
If your data is hosted in our EU cloud then please substitute
https://app.trelica.comin the Redirect URI.
You can enter what you want for the App Description but we suggest:
Trelica’s SaaS management platform gives IT teams insight into what apps are in use and why, so you can make informed decisions about spend, information security & data privacy.
Now select and copy the Client Secret to your clipboard as you will need this when connecting to Docebo in Trelica
Click Confirm to close the dialog.
You will be taken back to the list of OAuth2 clients. You MUST click the black tick icon to enable the client. When enabled a green tick will be shown:
The OAuth2 client is now configured in Docebo.
If you received an email asking you to set up the integration, then just click on the link, otherwise login to Trelica and go to Admin > Integrations to get started.
In the Search... box, just type in Docebo:
Then click on the Docebo logo to get started.
Click the Connect button at the top-right:
You will now have to enter some details to connect. First of all enter your Docebo Url (probably something like https://yourcompany.docebosaas.com).
The OAuth2 Client ID is the same as you entered when configuring the client in Docebo, i.e. trelica_usage
For the OAuth Client Secret, paste in the secret that Docebo created for you and that you should have copied to your clipboard.
You will then be asked to login to Docebo (if you aren't already logged in) and shown a message explaining that Trelica wants to connect to your organization's Docebo site:
Click Authorize and you will be taken back to Trelica.
After a short pause, Trelica will start to synchronize with Docebo and you'll see a green tick when everything is done.
Although this shouldn't take long, you don't have to wait for this to happen - once you're back in Trelica feel free to go off and do other things.
If you click on the View application button then you can go through to the Docebo profile page and see more information.
At this point you may wish to review the user list or fill in more information about the number of seats you have, when you renew your Docebo license.
If you have any problems either connecting with Docebo or using Trelica please contact our support team. Just drop us an email at [email protected] to start the conversation.