> For the complete documentation index, see [llms.txt](https://docs.cybaops.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cybaops.com/settings/settings-overview.md).

# Settings Overview

### <mark style="color:$primary;">Introduction</mark>&#x20;

This guide gives new users and administrators a clear, structured understanding of the Settings and Administration sections inside CybaOps. It covers how to manage user details, company information, security features such as MFA, organisational compliance documents, and third‑party security tool integrations&#x20;

<details open>

<summary><mark style="color:$primary;"><strong>Personal Information</strong></mark></summary>

The Personal Information tab contains details specific to the logged‑in user. This is where individuals manage their own profile and security configuration. &#x20;

**Editable Details**&#x20;

You can change:&#x20;

* First name&#x20;
* Last name&#x20;
* Email address&#x20;
  * When changing your email address, you will be required to use that new email address when you login in the future&#x20;
* Telephone number&#x20;

**Preferences**

If this shows as "System Default", you are able to change between light and dark mode as is your preference.

<figure><picture><source srcset="/files/XU9gJByiVG5FIhiJtSSc" media="(prefers-color-scheme: dark)"><img src="/files/zb8OFmKUFJQ4fYLcXFuH" alt=""></picture><figcaption></figcaption></figure>

&#x20;A Partner can control this setting in the [Brand Kit](/settings/brand-kit.md), setting the platform as only light or only dark for all users.

**Security Settings**&#x20;

This section also contains controls for:&#x20;

* Password updates (requires entering your current password first)&#x20;
* Multi‑Factor Authentication (MFA) – can be turned on or off&#x20;

{% hint style="info" %}
**If MFA is switched off:**&#x20;

* It becomes visible to all admins in the User Table&#x20;
* The platform automatically creates an immediate action for the organisation to restore MFA
* This ensures the organisation maintains strong authentication hygiene. &#x20;
  {% endhint %}

</details>

<details>

<summary><mark style="color:$primary;"><strong>Company Details</strong></mark> </summary>

The Company Details tab manages organisation-wide account information. &#x20;

You can update:&#x20;

* Company Details
  * Company name&#x20;
  * Address&#x20;
  * Postcode&#x20;
* Finance/Account contact: &#x20;
  * First name&#x20;
  * Last name&#x20;
  * Email address
  * Telephone number&#x20;

Maintaining this section ensures accurate billing, support communications, and compliance messaging.&#x20;

</details>

<details>

<summary><mark style="color:$primary;"><strong>User Management</strong></mark> </summary>

The User Management tab is one of the key administrative tools in CybaOps. It provides access to manage all users within the tenancy. &#x20;

**Search & View Users**&#x20;

* Real‑time search: results appear as soon as you begin typing&#x20;

**Adding Users**&#x20;

To add a user, an admin must provide:&#x20;

* First name&#x20;
* Last name&#x20;
* Email address&#x20;
* Role (Admin or User)&#x20;
* **Optional fields:**&#x20;
  * Contact number&#x20;
  * Job title

**When a user is added, they receive:**&#x20;

* A welcome email&#x20;
* A magic link to set up their account&#x20;
* Prompts to create a password and enable MFA&#x20;

**User Roles**&#x20;

* Admin – full permissions&#x20;
* User – read‑only access (cannot take actions but can view tenancy data)&#x20;

**Editing Users**&#x20;

Admins can edit:&#x20;

* First name&#x20;
* Last name&#x20;
* Contact number&#x20;
* Job title&#x20;
* Email address&#x20;
  * Please note when editing the user will be required to use that email address to log into the platform in the future&#x20;
* Role (Admin or user)&#x20;

**Admins can also:**&#x20;

* Reset user passwords&#x20;
* Disable MFA&#x20;

**Deleting Users**&#x20;

Deleting a user triggers a confirmation screen. After deletion:&#x20;

* User identity (name/email) is replaced with an anonymised ID&#x20;
* All previous actions/notes remain for audit purposes&#x20;
* This process cannot be undone&#x20;

This ensures compliance with record‑keeping requirements while protecting personal identity.&#x20;

</details>

<details>

<summary><mark style="color:$primary;"><strong>Data &#x26; Privacy</strong></mark></summary>

This section contains key legal and compliance assets. &#x20;

Included documents:

* End User Agreements&#x20;
* Privacy Policies&#x20;
* Cookie Policies&#x20;

These documents allow users and auditors to understand the organisation’s privacy posture and obligations.&#x20;

</details>

<details>

<summary><mark style="color:$primary;"><strong>Connectors</strong></mark></summary>

The Connectors tab lists all third‑party security tool integrations available under your licence. Only tools applicable to your licence appear.&#x20;

**Examples of available connectors**

Each integration requires certain identifiers or credentials. When generating the relevant information you will need to make sure the appropriate settings are applied.&#x20;

Follow the guides in [Connectors](/getting-started/onboarding/connectors.md) to ensure that you are configuring them correctly.&#x20;

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Microsoft Defender</strong></td><td><ul><li>Client ID</li><li>Secret</li><li>Microsoft Tenant ID</li></ul></td><td data-object-fit="contain"><a href="/files/6tdLoucF7nFL8alFvsSt">/files/6tdLoucF7nFL8alFvsSt</a></td><td></td></tr><tr><td><strong>Sentinel One</strong></td><td><ul><li>URL</li><li>Secret </li></ul></td><td data-object-fit="contain"><a href="/files/Jx56rb4KQjMGhoNEBECT">/files/Jx56rb4KQjMGhoNEBECT</a></td><td></td></tr><tr><td><strong>Entra</strong></td><td><ul><li>Tenant ID</li><li>Client ID </li><li>Client Secret </li></ul></td><td data-object-fit="contain"><a href="/files/IAdsxdRMFj997nSVmGUe">/files/IAdsxdRMFj997nSVmGUe</a></td><td></td></tr><tr><td><strong>Microsoft Sentinel</strong></td><td><ul><li>Client ID </li><li>Secret token </li><li>Resource Group Name </li><li>Subscription ID </li><li>Workspace name </li><li>Microsoft Tenant ID </li></ul></td><td data-object-fit="contain"><a href="/files/ODUkTWddW6xsTJlZcDIn">/files/ODUkTWddW6xsTJlZcDIn</a></td><td></td></tr><tr><td><strong>CrowdStrike</strong></td><td><ul><li>Client ID </li><li>Customer ID </li><li>Secret </li><li>Member ID </li></ul></td><td data-object-fit="contain"><a href="/files/UkTk1vxA98OLobYfEdwd">/files/UkTk1vxA98OLobYfEdwd</a></td><td></td></tr><tr><td><strong>Bitdefender</strong></td><td><ul><li>Organisation ID </li><li>Secret </li></ul></td><td data-object-fit="contain"><a href="/files/bnnd30dn4wko72apquW0">/files/bnnd30dn4wko72apquW0</a></td><td></td></tr><tr><td><strong>Flare</strong></td><td><ul><li>Flare ID </li></ul></td><td data-object-fit="contain"><a href="/files/D1EIvd3yjzqd6FB1Q2nQ">/files/D1EIvd3yjzqd6FB1Q2nQ</a></td><td></td></tr><tr><td><strong>Sophos</strong></td><td><ul><li>Client ID </li><li>Secret </li></ul></td><td data-object-fit="contain"><a href="/files/i3EQlJHjYd6dtPJqqNz9">/files/i3EQlJHjYd6dtPJqqNz9</a></td><td></td></tr><tr><td><strong>Lima Charlie</strong></td><td></td><td data-object-fit="contain"><a href="/files/xVFxnsJSJjjI0dpFzWhC">/files/xVFxnsJSJjjI0dpFzWhC</a></td><td></td></tr></tbody></table>

{% hint style="info" %}
After providing the required values, **clicking Connect**:&#x20;

* Activates the connector&#x20;
* Adds it to the Schedule Screen
* This allows CybaOps to receive data from the connected system.&#x20;
  {% endhint %}

</details>

<details>

<summary><mark style="color:$primary;"><strong>Schedule Screen</strong></mark></summary>

Accessible from the side navigation bar:&#x20;

<figure><picture><source srcset="/files/qYDEnKlBwRFHtzjfAbew" media="(prefers-color-scheme: dark)"><img src="/files/Md1cpkivzN2eIGiJKFXc" alt=""></picture><figcaption></figcaption></figure>

The Schedule Screen shows all activated connectors. This helps maintain visibility over external integrations feeding data into the platform.&#x20;

Newly enabled connectors display here as soon as setup is completed. &#x20;

**Admins can use this screen to confirm:**&#x20;

* Which connectors are active&#x20;
* Whether new connectors have been added successfully&#x20;
* The current status of a connector
* The last time a connector was run
* The next time a connector is due to run

{% hint style="info" %}
Admins can also **BUMP** a connector. **Bumping a connector**:

* Forces the connector processes to run NOW and not at the next scheduled run time
  {% endhint %}

</details>


---

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