Organization Settings

Applies to the following products:

  • SentryOne Cloud
    • SentryOne Monitor
    • SentryOne Document
    • SentryOne Test


The Organization Settings page is applicable to all SentryOne cloud-based products (Monitor, Document, and Test). It can be accessed at  

Organization Settings allows you to add new users to the organization so you can share the same Monitor, Document, or Test environment data, as well as assign user roles such as Admin.

Note:  The Admin user role in this context is only for the Organization Settings. This is not related to SQL Server or Windows administrator privileges. A user with the Admin role has the ability to manage users for the organization as described below in the Manage Users section.

User Profile

Change Password

Select the User Profile button in the upper right corner to change your password or log out of Organization Settings.

Manage Users


  • Only users with Admin as their Assigned Role can access the Manage Users screen and its features.
  • The first user added to the account (at the time of account creation) is assigned the Admin role.
  • If an organization has only one user, the user is assigned the Admin role by default. 
    • The admin privileges cannot be removed from this sole account, nor can the user be removed if it remains the only one.

Select Manage Users to continue. From the Manage Users screen, you can add, edit, or delete users.

Note:  Registered users are brought into the list of users by default. These legacy users may not have name information populated. That information can be edited as described below.

Add New Users

Select New User to add a new user to the organization.

  1. Enter the First Name, Last Name, and Email address for the user. 
  2. The Role is set to User by default. Use the drop-down menu to select Admin if necessary. 
  3. The default Status is Active, but may be switched to Inactive on this screen. Note:  Inactive is intended for situations when you need to temporarily disable users.
  4. Select Save to complete the process.

Note:  For SentryOne Document, users must be added to both Organization Settings and the Activation Key in

  1. Log into, then go to the bottom of the page to the S1 TaskFactory/Workbench Licenses section.
  2. Select the Activation Key text for the license where you want to add a user.
  3. On the Manage License view, select View Contacts.
  4. Select Add Contact from the Contact Details view.
  5. On the Add Contact form, enter the matching Name and Email used in Organization Settings, then select Add.

Success: Your contact is now ready to use SentryOne Document!

Edit Users

Use the  Edit button on the Manager Users screen to enter the user's detail screens and make changes as needed.

Delete Users

Use the Delete button on the Manager Users screen to delete the user from the organization. 

There will be a Delete user? popup to confirm that you want to delete the user and a User removed from the organization toast notification to confirm the change was successful.

SentryOne Monitor Agent

Feature Availability: This section applies only to SentryOne Monitor version 2020.18 which is currently in a preview release status and available to customers who have joined the preview.

Select Download to download the agent installer. This is the SentryOne Agent that monitors your environment. The machine where this is installed will be running the SentryOne Agent which must be able to run 24/7 in order to avoid interruptions in monitoring your environment. Ensure that this is a machine that will always be running (i.e. not your laptop).

Note:  This is the SentryOneAgent-{version}.exe file.

SentryOne Organization Settings Download Monitor

Token Management

Feature Availability: This section applies only to SentryOne Monitor version 2020.18 which is currently in a preview release status and available to customers who have joined the preview.

Select Generate Token to get your activation code for SentryOne Monitor. You should apply the token before closing this window, but you are able to generate a new token if needed.

SentryOne Organization Settings Generate Token