Settings Overview


Click the Settings page to manage your account details.

The following topics are described here:

Billing


Click the Billing tab to access and manage your company account, plan details, and billing history.

prerequisites

  • You have Full Administrator or Billing Administrator privileges.

Billing

Billing Information

You can view and manage your company details.

Click the Billing tab to edit the following information:

  • Company Name
  • Address
  • City
  • State
  • Zip

Your Automox Package

You can view and manage your current plan from the Billing tab. Here you can see if you are on a monthly or annual plan. See www.automox.com/pricing for details about available plans.

Automox offers two types of monitoring plans that are available on a monthly or annual basis: Patch and Manage. The following features are available with these plans:

Feature Patch Manage
Guaranteed cross OS patching x x
Third-party software patching x x
Full policy automation x x
Devices inventory x x
Basic end-user notifications x x
Basic reporting x x
Two-factor authentication x x
Role-based access controls (RBAC) x x
API access x x
Advanced policy features x
Rules-based patching engine x
Install and enforce software x
Custom policies x
SAML authentication x
Custom end user notifications x
Full software inventory x
Custom role-based access controls (coming soon) x
Custom reporting (coming soon) x
Beta program enrollment x

Upgrading Your Automox Package Plan

It is possible to change your plan from Patch to Manage. You can also decide to upgrade to the annual payment plan.

  • If you are on a monthly plan, click Compare Plans to see how you can save on your current plan.

  • To upgrade to an annual plan, select the Billing Cycle toggle and switch from Monthly to Annual.

  • If you have questions about upgrading your plan, contact us at support@automox.com.

To save any changes, click Update Billing Settings.

Payment Methods

You can manage your credit card payment method here. You can only use one payment method at a time for your plan. Other options for payment, such as electronic transfer, are available as well. Please contact us about setting that up for you at support@automox.com.

  1. Click Edit to update your credit card information.
  2. Click Update Billing Settings.

Current Billing Cycle

You can view details about how many devices are currently in your plan and when you will be billed. If you have questions about this, contact us at support@automox.com.

Billing History

For details about your billing history, contact us at support@automox.com.

My Profile


Select the Profile tab to manage the following details:

  • Make changes to your profile information, such as name and email address.
  • Change your password.
  • Manage email notifications. You can select to receive email notifications for the following:
    • Device addition
    • Device removal
    • Successful patch application
    • Patch failure
    • Weekly digest of Automox activity
  • Add Slack notifications.

User Accounts


Select the User Accounts tab to do the following:

  • Add users to your Automox account and define their permissions.
  • Export a CSV file containing details about the chosen users.
  • Remove existing users from your Automox account.

Adding a User Account

You can add a new user from the Settings page.

  1. Click User Accounts to add a new user.
  2. Click Add User.
  3. In the Add User window, enter the email address for the new user.
  4. Select a role for the new user. You can select from four RBAC or role-based access controls.
    1. Full Administrator: This user can control all aspects of the Automox console.
    2. Read Only: This user only has read access rights.
    3. Billing Administrator: You must have this role to modify billing settings for your organization.
    4. Patch Administrator: This user can create, read, modify, and delete all policies and server groups.
  5. Click Invite.

Exporting User Account Details

You can export a CSV list of all the users in your organization.

  1. From the User Accounts tab, select the user(s) you want to export information for.
  2. Click Export.

A CSV file is automatically downloaded with the following information:

  • User ID
  • Email Address
  • First Name
  • Last Name
  • RBAC Role

Removing a User Account

You can remove a user from your organization.

  1. From the User Accounts tab, select the checkbox for user you want to remove.
  2. Click Remove User.
  3. Click Remove in the Remove User window. The user will no longer have access to your organization.

API


Select the API tab to access your API keys.

  • The Access Key is used to add devices to your Automox account.
  • The API Key is used to access the Automox API.

These keys are required for the https://docs.automox.com/api/.

note

When you use API keys, take care to keep them secure. The following are some of the best practices:

  • Do not embed API keys directly in code.
  • Do not store API keys in files inside your application’s source tree.

Security


You can manage security-related settings for your organization from the Security tab.

  • Set the number of login attempts before the account is locked.
  • Enable two-factor authentication.
  • Enable mobile two-factor authentication.
  • Enable SAML-based single sign-on for your account users.

Login Attempt Settings

You can set the number of login attempts to the Automox platform before a user account is locked.

  1. From the Login Attempt Settings tile, select Update.
    Login Attempts
  2. In the Login Attempt Settings window, you can set the following:
    1. Enter the maximum number of login attempts a user can make before the account is locked.
    2. Enter the number of minutes the account will remain locked after the failed login attempts.
  3. Click Update.

Email Two-Factor Authentication

You can enable or disable two-factor authentication (2FA) for email.

  1. From the Email Two-factor Authentication tile, click Enable.
    2FA
  2. Log in to the Automox console using your email address and password.
  3. Enter the verification code that was sent to your email address.
  4. To disable this feature, click Disable from the same Security > Email Two-factor Authentication tile.

Enabling Mobile Two-Factor Authentication

You can enable mobile two-factor authentication (2FA) using Google Authenticator, Authy, or other mobile app.

  1. From the Mobile Two-factor Authentication tile, click Enable.
    2FA
  2. Download a TFA mobile app such as Google Authenticator or Authy.
  3. Install the app and open it.
  4. From the Automox Two-Factor Authentication window, you must scan the QR code with your mobile device to pair it with the Automox console.
  5. Enter the code that appears. Depending on the mobile app you are using, you might need to enter a second code.

Disabling Mobile Two-Factor Authentication

To disable two-factor authentication (2FA), follow these steps.

  1. From the Settings > Security tab in your Automox console, go to Mobile Two-factor Authentication.
  2. Click Disable.
  3. Enter the code from your authenticator app.

SAML

You can enable SAML-based single sign-on (SSO) for all of your Automox users.

Security Assertion Markup Language (SAML) is a standard for exchanging authentication data between an identity provider and a service provider. With SAML, users can use corporate credentials at a single point of authentication. There are two types of authentication flows. Automox-to-IDP and IDP-to-Automox.

The Automox-to-IDP authentication flow allows users to provide their email address from the Automox console login page, and be redirected to their configured Identity Provider (IDP) for authentication before being redirected back to the Automox Console as the expected user.

For Automox-to-IDP, follow these steps:

  1. From the Settings > Security tab in your Automox console, go to the SAML tile.
    2FA
  2. Click Enable. This will disable 2FA, if enabled.
    2FA
  3. In the Setup SAML window, enter the following information that is provided by your Identity Provider: Entity ID, x509, Login URL.
  4. Click Save.

The IDP-to-Automox authentication flow allows users to log into the Automox console directly from their IDP dashboard. This is a common flow in organizations that utilize more than one SSO-enabled service.

For IDP-to-Automox, follow these steps:

  1. From the Settings > Security tab in your Automox console, go to the SAML tile.
  2. Click Enable. This will disable 2FA, if enabled.
  3. In the Setup SAML window, click Toggle XML.
    2FA
  4. Enter the XML Config information and click Save.

See SAML-Based Single Sign-On (SSO) for further details.