Getting Started with Josys

Overview

This page is for customers who are using Josys for the first time. It explains how to complete the initial setup and links to the help pages that describe each step in detail.

If you would like to learn more about Josys, please see the following pages.
What Is Josys?
What You Can Do with Josys

Intended Audience

Customers who are using Josys for the first time

Three Steps for Initial Setup

To start using Josys, register your company's information in the following three steps. By bringing these three lists together in Josys, you can centrally manage information about your employees, apps, and IT devices.

1. Create your User Profiles: Register information about your company's employees.
2. Create your Apps list: Register information about the SaaS tools and apps your company uses.
3. Create your Devices list: Register information about the IT devices lent to your employees.

1. Creating Your User Profiles

User Profiles in Josys is where information about all employees of your company is gathered in one place. You can manage all employee information together in Josys, from new hires to departing employees.

There are three ways to register users in User Profiles.

■ Setting Up External Data Sources

If you use any of the following SaaS tools, you can connect them to Josys as External Data Sources.
Once connected, employee information is updated automatically, so your list always stays current and accurate.

• Google Workspace
• Microsoft 365 (Entra ID)
• SmartHR

For details, please see the following help page.
Help page: Integrating with External Systems (External Data Sources)

■ Bulk Registering via CSV Upload

1. Click "Users" in the left sidebar of the Josys admin console to open User Profiles.
2. Click the "Download" button in the top right corner to download the CSV template.
3. Enter the information you want to register in the CSV file.
4. After entering the information, click the "+ Register" button in User Profiles, and then click "Register Users via CSV".

For details, please see the following help page.
Help page: Bulk Registering Users via CSV File

■ Registering Users Manually One by One

Click the "+ Register" button in the top right corner of User Profiles, and then enter the user's information.

For details, please see the following help page.
Help page: Registering Users

2. Creating Your Apps List

Next, integrate the SaaS tools and apps you use with Josys to create your Apps list. With the Apps list, you can centrally manage the apps and accounts your employees use.

There are two ways to add apps to Apps.

■ Integrating Apps

1. In the left sidebar of the Josys admin console, go to "Integrations" and select "App Catalog".
2. A list of apps that can be integrated with Josys is displayed. Select the app you want to manage.
3. After selecting the app, click the "+ Integrate" button and complete the integration steps.

Integrating your apps is the first step in IT asset management. Once your apps are integrated, you can easily see who is using which apps and whether you have unused licenses.

To learn how to integrate each app and what Josys supports for it, find the app's help page in the following list.

Help page: How to Integrate Each App

■ Registering Custom Apps

If you want to register an app that is not listed in the App Catalog, or a system developed in-house, you can register it as a custom app. This lets you manage every SaaS tool and app your company uses without missing any.

For details, please see the following help page.
Help page: Using Custom Apps

■ Setting App Owners

You can set an owner for each app. For example, if an app is administered by someone in another department, such as Sales or General Affairs, you can set that person as the app's owner. By inviting them as the owner, you can proceed with integrating apps even when the IT department does not have administrator privileges for those apps.

For details, please see the following help page.
Help page: Integrating Apps > Setting App Owners

3. Creating Your Devices List

Finally, create your Devices list, which gathers information about PCs, smartphones, and other assets.
With the Devices list, you can see the device information of all employees at a glance. You can also manage other assets such as projectors in the same place, which makes your asset management more efficient.

There are three ways to create your Devices list.

■ Setting Up External Data Sources

If you use any of the following SaaS tools, you can connect them to Josys as External Data Sources.
Once connected, device information is updated automatically, so your list always stays current and accurate.

• Microsoft Intune
• Jamf Pro
• Lanscope

For details, please see the following help page.
Help page: Integrating with External Systems (External Data Sources) to Create Devices

■ Uploading a CSV File

1. Click "Devices" in the left sidebar of the Josys admin console to open Devices.
2. Click the "Download" button in the top right corner to download the CSV template.
3. Open the downloaded CSV file and enter the information you want to register.
4. After entering the information, import the CSV file into Josys to register the devices in bulk.
   Alternatively, you can bulk register device information that you manage in Excel or a spreadsheet by importing it with Josys AI.

For details, please see the following help page.
Help page: Bulk Registering and Editing Devices via CSV File

■ Registering Devices Manually One by One

You can also register devices manually, one at a time. Click "Devices" in the left menu of Josys, click the "+ Register" button in the top right corner, and then enter the information.

For details, please see the following help page.
Help page: Registering and Editing Devices

This completes the initial setup of Josys. Make the most of Josys, with your user, app, and device information all in one place.