Overview
OptyStack now allows administrators to discover the apps used by all the users across Organisation.
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.
For broader SaaS visibility, explore the OptyStack Knowledge Base, review platform features, and compare plans on pricing.
Step 1: Log in to the OptyStack Hub
Go to https://hub.optystack.ai
Log in with your registered email and password.
After logging in, you will see your main dashboard with spend summaries, active tools, and recommendations.
4. From the sidebar menu, click on Applications to view the Expensify application.
Step 2: Connect an Application
1. In the Applications section, under Available Applications, click on Configure Expensify to integrate the application.
2. This section allows you to generate invoices and manage subscription plans. To integrate Expensify, enter your Partner User Id and Partner User Secret amd complete the configuration, so first you need to generate Partner User Id and Partner User Secret and then put it here. Follow the steps given below to generate:
3. To generate a Expensify partnerUserID and partnerUserSecretfollow the steps given below:
Log in to your Expensify account.
Make sure the account is a Workspace Admin.
Open the Expensify Integration Server:
Expensify IntegrationsExpensify will generate:
partnerUserIDpartnerUserSecret
Save both securely. Expensify's documentation says the credential pair is shown when generated and should be stored securely because it won't be shown again.
Now enter your Expensify user Id and User Secret in the required field within the Expensify Application Configuration page section to connect and integrate Expensify with your application.
4. This dashboard provides an overview of Expensify user management and usage. From here, you can monitor key metrics such as total users, active users, overall cost, and license utilization. The Users section allows administrators to view user details, track login activity, and check account status (e.g., Active or Pending).
This centralized panel helps ensure efficient user management, proper license allocation, and visibility into system usage.
Step 3: Disconnect an Application
1. You can disconnect an application from the Application Hub by clicking the three-dot (⋮) menu on the app card and selecting Disconnect. This will revoke the connection for that app (e.g., Expensify and remove its access to your workspace.
Need Help?
If you experience issues while setting up an application, contact the OptyStack support team.
Email: support@optystack.ai
Live Chat: Available in your OptyStack dashboard
Documentation: Knowledge Base