Settings
Configure QMonitor
The Settings page lets you configure personal preferences and organization
defaults that affect how QMonitor behaves for your user and the orgs you
manage.
Account management
- Manage your account: button at the top of the page that opens your Account
page. Use the Account page to update your email, password, 2FA, and
personal contact details.
Appearance
- Theme: choose Light or Dark theme for the application. The selected theme
is applied immediately after you click Save.
- Time zone: select the time zone used to display timestamps in the UI for
your user. Note: the time zone setting applies only to your user profile,
not to the organization or other users.
- Save applies appearance changes and persists them to your profile.
Organizations
- Current organization: the name of the organization you are currently
scoped to is shown near the top of the Organizations section.
- Manage Organization: button opens the Manage Organization page where you
can change org-level settings, members, and billing (if permitted by your
role).
- Organization actions:
- Join organization: request to join an existing organization.
- Create new organization: start a new organization and become its owner.
- Switch organization: change your active organization context when you
belong to multiple organizations.
Behavior and tips
- Personal settings (theme and time zone) are stored per user and follow you
across devices when you sign in.
- Organization management actions depend on your role and permissions; some
controls may be hidden if you lack admin privileges.
- Use Save to persist changes; unsaved edits are not applied to your session.
Accessibility and support
- Changing theme can improve readability and reduce eye strain for long
sessions; use the Dark theme for low-light environments.
- If you need assistance managing account or organization settings, contact
your org administrator.
2 - Manage Organization
Manage Organization
The Manage Organization page is where organization owners configure org-level
settings, membership, billing, and branding. Access to this page is restricted
to organization owners and administrators; non-admin users can view fewer
options or receive an access denied message.
Left-hand tabs
- General: edit the organization name and display name
- Notifications: configure global notification channels
- Billing Details: enter or update billing contact, billing address, and tax
information used on invoices.
- Licenses: view current license counts and usage, purchase additional seats,
or renew expiring licenses.
- Payment History: review past invoices, payments, and subscription activity.
- Members: invite, remove, or change roles for organization members; manage
pending invitations and role-based permissions.
- Customize: upload organization logo and set branding options shown in the
UI and on shared reports.
2.1 - General Options
General Options
Organization name and display name
- Display Name: a human-friendly name shown in the UI and reports.
- Actual Name: a machine-safe identifier used by tooling (ConfigWizard,
ConfigWizardCmd, agents). The actual name is sanitized to remove or replace
characters that could break scripts or client tools; avoid spaces and
punctuation when choosing an organization name.
Default instance settings
- “Acknowledge you are running jobs as a sysadmin”: when checked, new
instances registered in this organization will have the same acknowledgement
enabled by default. This setting simply controls the default for newly
added instances and can be changed per-instance later.
Organization key
- Regenerate organization key: use this to replace the org key if it is lost
or compromised. Regenerating the key immediately invalidates the current
key — all existing agents and integrations using the old key will stop
communicating and must be reconfigured with the new key. Confirm this
action only after planning for agent reconfiguration.
Delete organization
- Delete organization: permanently removes the organization and all org-
scoped data. This action is irreversible and requires explicit confirmation
(type-to-confirm). Only organization owners can perform deletion.
2.2 - Notifications
Notifications
This page configures how your organization receives alerts from QMonitor.
Use these settings to direct operational notifications to the right channels
and reduce noise by choosing the preferred delivery methods.
Supported notification channels
Email: enter one or more email addresses to receive alerts for the
organization. We recommend using a mailing list or group alias rather than
individual addresses so notifications reach the right team without relying
on a single person.
- Note: Email can generate high volume and is not recommended for urgent
operational alerts; use it primarily for summaries or low-severity items.
Teams: enter the worflow URL for a Microsoft Teams channel (a
Teams workflow or connector URL). This posts notifications directly into a
Teams channel and is the recommended option for real-time operational
alerts.
- Ask your Teams administrator if you need help creating a channel workflow
or determining the correct URL format.
Configuration and tips
- Set notification preferences per policy severity so only important events
generate immediate alerts while lower-severity findings are batched or
routed to quieter channels.
- Test each configured endpoint after saving to confirm delivery.
- Use mailing lists and dedicated channels to ensure alerts reach on-call
staff and to avoid overloading personal inboxes.
Future channels
- Additional notification integrations (Slack, webhooks with custom payloads,
SMS, etc.) are under development and will be added in future releases.
2.3 - Billing Details
Billing Details
Billing information form
- The Billing info section is a form where you enter your company’s billing
details used to generate invoices. Typical fields include company name,
billing address, VAT number / fiscal code, contact name, email, and phone.
- Changing the country in the form will show or hide additional country-
specific fields. For example, selecting Italy exposes “Certified Email
Address (PEC)” and “SDI Code” fields required on Italian invoices.
- The information you provide here is printed on invoices. Keep it accurate
to avoid delays or invoice re-issues.
Purchase prerequisites and VAT rules
- You must complete the billing form before purchasing licenses; the system
will block checkout until required billing fields are provided.
- EU reverse-charge VAT: if your company is in an EU country, reverse-charge
treatment applies only when you supply the required identifiers (for
example VAT Number and/or national fiscal code as applicable). If you do
not provide the necessary information, VAT will be applied to the license
price and included on the invoice.
Sanctions and restricted sales
- We cannot sell licenses to entities or individuals located in countries
sanctioned by the European Union or the Italian Republic. This includes,
but is not limited to, Russia, Iran, and Afghanistan.
- If your billing address or company registration is in a sanctioned
jurisdiction, purchases will be declined.
Tips and support
- Use official company identifiers (VAT or fiscal codes) to ensure correct
tax treatment and avoid invoice corrections.
- If you need assistance completing country-specific fields, contact your
finance team or open a support ticket via the Help menu.
2.4 - Licenses
Licenses
The Licenses page lists all available licenses and provides actions to renew
or manage them.
License list
- Columns shown for each license:
- Valid to: the license expiry date.
- Name: a friendly name or a GUID that identifies the license.
- Assigned to: the SQL instance the license is assigned to; blank if not assigned.
- Each row has a checkbox so you can select one or more licenses for bulk actions.
Renewal and payment
- Use the “Renew # licenses” button to proceed to the payment page and renew
the selected licenses.
- Payment is processed by Stripe; QMonitor does not store payment methods or
credit card numbers.
Actions and notes
- Select multiple rows to renew licenses in bulk.
- Assigned/unassigned status is shown in the table; use the button at the top
of the list to assign licenses
Assign vacant licenses
- When you have multiple licenses available, use the “Assign licenses” button
to automatically allocate vacant licenses to instances that do not currently
have a license. The assignment process selects unassigned licenses and
binds them to unlicensed instances until either all selected licenses are
used or all instances are licensed.
2.5 - Payment History
Payment History
The Payment History page lists all payments and invoices for the organization.
Use this view to review past charges, download invoices, and reconcile billing.
Payments table
- Columns:
- Date: payment or invoice date.
- Paid: amount actually paid (currency).
- Total: invoice total before/after taxes as shown on the invoice.
- Invoice: link to the invoice document (PDF).
Actions and filters
- Click an Invoice link to download or open the invoice PDF for accounting.
Notes
- Payment method and transaction details are recorded with each entry.
- For billing questions or disputes, contact billing support
2.6 - Members
Members
This page lets organization owners manage access and invitations.
Access and invitations
- Initially only organization owners can access the Manage Organization pages.
- Owners can invite new users with the “Invite” button at the top-right.
- The invite dialog lets you enter an email address or copy an invitation
code to share directly. The dialog shows the code immediately for manual
distribution.
- The invited user receives an email with the invitation link and code.
If the user is not registered, they must sign up first and then redeem the
invitation code or follow the link to join the organization.
Members list
- The members table shows current organization users with simple controls:
- Email: the member’s email address.
- Role: a dropdown to change the member role (Owner or User).
- Delete: remove the member from the organization.
- Role changes and removals may require confirmation.
Behavior and tips
- Use Owner role sparingly; owners can manage billing, policies, and members.
- Prefer inviting users to a role of “User” and elevate to Owner only when
necessary.
- Invitations expire after a limited time; resend if a user reports an
expired invite.