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Settings Overview

The Settings page contains all platform configuration options. Access it from the sidebar footer by clicking the gear icon. Settings are organized into tabs, each covering a specific area of platform behavior.

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Settings changes take effect on the next agent check-in. There is no need to restart agents after changing platform settings.

Settings Tabs

TabDescription
TimezoneSet the default timezone for scheduling maintenance windows and displaying timestamps. All scheduled operations and log entries use this timezone for display
ClientControl client-side behavior: manual update permissions, IT support information, notification settings, update check frequency, and policy visibility
Agent InstallersDownload agent installers for Windows and Linux. Generate enrollment tokens for new agent deployments
Agent UpdatesConfigure automatic agent updates: enable or disable auto-update, set the update schedule, and select the update channel
Agent LifecycleDefine agent retention policies: how long to keep offline agents before automatic cleanup
Health ScoringConfigure how agent health scores are calculated: weights for update compliance, vulnerability count, and system health metrics
Diagnostic LogsTrigger log collection from agents and download collected log archives for troubleshooting
API KeysGenerate and manage API keys for programmatic access to the TridentStack Control API. See API Keys for details
NotificationsConfigure notification channels (Email, Slack, Teams, Discord, Webhooks) and control which platform events trigger alerts. See Notifications for details
LicensingView license assignments, assign or unassign licenses, and manage your free endpoint. See Licensing for details
UsersManage platform users: invite new users, assign roles, and remove access. Admin only
RolesDefine custom roles with granular permissions for different platform modules. Admin only
AuthenticationConfigure OAuth providers and SSO settings for your organization. Admin only

Timezone

The timezone setting controls how timestamps are displayed throughout the platform and when scheduled operations execute. This includes:

  • Maintenance window start and end times
  • Dashboard timestamps and charts
  • Report date filters and exported timestamps
  • Audit log entry times

Select your organization's primary timezone from the dropdown. Individual users see all times converted to this timezone.

Client

The Client tab controls the behavior of the TridentStack Control agent on endpoints:

  • Manual update installation - Control whether users can manually trigger system updates and application updates from the client. Options: always allowed, only during deployment windows, or never allowed.
  • IT support information - Display your organization's support contact details in the client application. Fields include company name, support team name, email, phone, URL, and a custom message.
  • Notification settings - Choose whether users can disable update notifications in the client application.
  • Update check frequency - Set the minimum and maximum interval (in minutes) between update checks. The agent randomizes within this range to spread load across your fleet.
  • Policy visibility - Control whether policy names are visible to users, and whether the manual "Refresh Now" button is available in the client.

Agent Installers

Download agent installers and copy ready-to-use install commands:

  • Windows -- MSI installer with PowerShell quick install command
  • Linux -- Shell installer script (supports Ubuntu, Debian)

Install commands include your enrollment token, which automatically registers the agent with your platform instance. Regenerate the token if it is compromised. Existing enrolled agents are not affected by token regeneration.

Agent Updates

Control how agents update themselves:

  • Auto-update -- when enabled, agents automatically download and install new versions on their next check-in
  • Update schedule -- restrict auto-updates to specific maintenance windows
  • Update channel -- choose between stable (recommended) and preview channels

Agent Lifecycle

Define retention policies for agents that go offline:

  • Retention period -- how long an agent can remain offline before it is automatically marked for cleanup
  • Cleanup behavior -- whether offline agents are archived (preserving history) or fully removed

Health Scoring

Configure the weights used to calculate each agent's health score. The health score is a composite metric reflecting the overall state of a managed endpoint. Adjustable weights include:

  • Update compliance -- how heavily missing updates affect the score
  • Vulnerability count -- impact of open vulnerabilities on the score
  • System health metrics -- weight of hardware and OS health indicators

Diagnostic Logs

Trigger on-demand log collection from any online agent. Collected logs are packaged into a compressed archive and made available for download. Useful for troubleshooting agent connectivity issues, failed updates, or unexpected behavior.

Users, Roles, and Authentication

These tabs are restricted to administrators. See User Management for details on managing users, defining roles, and configuring authentication providers.