Exploring Seat Management features

Datto SaaS Protection provides many features for managing the seats in your environment. This article describes these features.

Seat management pages

You manage each seat type on its own Seat Management page: the User Management page, Mailbox Management page, Site Management page, or Team Management page.

As seats are discovered in your M365 domain, they are added to the Seat Management pages automatically each day. You can quickly view information about all seats in your environment on these pages— and use the Seat management tools (described below) to add SaaS Protection to seats, modify seat status, and more.

There are two sections on each of the Seat Management pages, the Overview section and the Manage section. Each section is described in detail below.

The Status Overview bar is located on the left-hand side of the Overview section. Each seat status is illustrated as a percentage of the organization's total number of seats for the particular seat type.

In this User Management example, 50% of the organization's users have an Active seat status (green bar), 10% are Paused (blue), 30% are Archived (black), and 10% are Unprotected (gray).

On the right-hand side of the Overview section, the following information is displayed:

  • Total Discovered in Last 24 Hours: Total number of new seats that SaaS Protection discovered and added to your environment within the last 24 hours.
  • Total Protected: Total number of protected seats in the organization.
  • Total Unprotected: Total number of unprotected seats in the organization.
  • Total Billable Seats: Total number of billable seats in the organization. Applies to the User seat type only.

Refresh button

Datto SaaS Protection looks for changes to the Protected Users and Shared Mailbox lists once per day by default. But you can force Datto SaaS Protection to check for changes at any time by clicking the REFRESH button. Doing so updates the information in the Overview section.

If Auto-Add is on, newly discovered users are added to Datto SaaS Protection with backups enabled.

The Manage section displays specific information for each seat and includes seat management tools.

Seat information

Seat information is described in the following table. The type of information available on each Seat Management page is basically the same, except where indicated.

Column Description
Name Name of the organization's end user, mailbox, site, or team.
Email Email address of the organization's end user, mailbox, or team.
URL (Site Management page only) URL of the organization SharePoint site.
Type (Site Management page only) Type of site. Options are Site or TeamSite. See the Site or TeamSite section below.
Date Added Date and time when the end user, mailbox, site, or team was added to the organization's SaaS Protection environment.
Status Seat status of the organization's end user, mailbox, site, or team.

Seat statuses are described here:

  • Active: The seat exists in the organization and is actively backed up, meaning the seat is protected.
  • Paused: The seat exists in the organization; backups were enabled but are currently paused.
  • Archived: The seat no longer exists in the organization, but backups are still accessible.
  • Unprotected The seat exists in the organization but backups are not enabled.

For more on seat types, seat status, and changing a seat's status, see the article Changing seat status.
Billable (User Management page only) Indicates whether the user's seat status is billable.

Seat management tools

Using the tools provided in the Manage section, shown in the image below, you can manage seats for all entities at once or individually.

  • Auto Add: With Auto Add enabled, when SaaS Protection discovers that a new user seat has been added to the organization environment, the user's record is added to the User Management page with the Status of Active. Backups are performed automatically for the user, and a license fee is charged.

When adding a new organization, Auto Add is enabled by default for each seat type. However, you can disable or enable Auto Add separately on the User Management page for each seat type. Enabling Auto Add applies to any new seats discovered by SaaS Protection going forward.

  • Protect All: Click Protect All to activate backups for all eligible seats that are not currently being backed up. This does not apply to seats that are Paused or Archived. It may take a few minutes for backups to be activated for all eligible seats.
  • Export CSV: You can create a CSV file that includes all of the information in the Manage section. Click then select Export CSV.
  • Upload CSV: If Auto Add was turned off when adding a new organization or at any point after the organization was added, you can add SaaS Protection to seats or remove SaaS Protection from seats by uploading a comma-separated values (CSV) file containing the applicable service values. See the article Adding or removing seats by uploading a CSV file.
  • Search (Lookup): You can search for a user, site, or team by entering characters in Search located above the records in the Manage section. The results filter as you enter characters. Select the applicable option from the list.
  • Status filter: By default, all records are shown in the Manage section regardless of whether the seat Status is Active, Paused, Unprotected, or Archived. You can filter the results by clearing the check box of the desired status.
  • Status: To change the status of a seat, click the value in the Status column and select a status from the list. For more on seat types, seat status, and changing a seat's status, see the article Changing seat status.

The Site Management page allows you to manage sites and teamsites.

A SharePoint site is added and managed on the Sites Management page and has the Type value of Site.

When a private Microsoft team or a group site is added in SaaS Protection, a team site is automatically created on the Site Management page with the Type value of TeamSite. Therefore, you manage the team on the Site Management page, not on the Teams Management page.

A TeamSite can be created on its own and managed on the Site Management page. The team site can be linked to a Team at a later date and SaaS Protection will automatically move the site to the Team Management page.

NOTE  Teams cannot be discovered by Datto SaaS Protection unless they are created by a licensed user in M365. Teams cannot be added to Datto SaaS Protection unless the email associated with the Team is also added under Users.