Managing Octopus subscriptions

Control Center is where you manage your Octopus subscriptions and their associated user access.

There are 2 types of Octopus subscriptions:

1. Cloud instances: Deployments-as-a-service
2. Server licenses: Octopus on your infrastructure

This page focuses on Control Center V2, our new system for managing Octopus subscriptions.

Control Center V1 and V2

Explaining the two versions of Control Center

In October 2022, we moved to Stripe as our payment gateway, so we needed a new system for integration with Stripe. We refer to the new system as Control Center V2, and it replaces the original Control Center V1.

I can’t work out how to do something in Control Center V2 that I used to do in V1

There are some Control Center V1 features that we haven’t included in V2 yet. This is only temporary while we gain feature-parity for Control Center V2.

If you can’t see how to do something in V2 that you could do in V1, please contact our support team.

Locating subscriptions

Most subscriptions (Cloud instances and Server licenses) are accessible from Control Center V2. Some legacy subscriptions are only accessible from Control Center V1.

Finance

Upgrading a trial to a paid subscription

Cloud instance:

1. Navigate to your Cloud Instance in Control Center V2.
2. Click UPGRADE PLAN.
3. Choose your plan and complete the purchase through Stripe.

Server license:

1. Navigate to your Server License in Control Center V2.
2. Click UPGRADE PLAN.
3. Choose your plan and complete the purchase through Stripe.

Changing payment method or billing information (Cloud only)

1. Navigate to your Cloud instance or Server License.
2. Click FINANCE in the left sidebar.
3. Click MANAGE SUBSCRIPTION.
4. Use the options to edit and/or add payment methods and update your billing information.

Viewing orders

1. Navigate to your subscription.
2. Click FINANCE in the left sidebar.
3. Choose your option for viewing orders:

• For recent orders, click VIEW SUBSCRIPTION.
• For older orders, click CONTACT SALES.

Configuring maximum deployment targets (legacy Cloud only)

To help you manage your monthly spend, you can set a maximum number of deployment targets for a Cloud instance.

1. Navigate to your Cloud instance.
2. Click FINANCE in the left sidebar.
3. Click SET MAXIMUM TARGETS to configure a maximum number of targets.

Canceling your plan (Cloud only)

To modify your plan:

1. Navigate to your Cloud instance.
2. Click FINANCE in the left sidebar.
3. Click CANCEL SUBSCRIPTION.
4. A confirmation dialog will appear for you to confirm cancellation.

Configuration

Changing outage windows (Cloud only)

We use outage windows to perform updates to the Octopus Deploy software, so you can take advantage of fixes and enhancements.

1. Navigate to your subscription.
2. Click CONFIGURATION in the left sidebar.
3. Click CHANGE OUTAGE WINDOW.
4. Specify the start and end times.
5. Click SUBMIT.

Changing the instance URL (Cloud only)

1. Navigate to your subscription
2. Click CONFIGURATION in the left sidebar.
3. Click CHANGE URL.
4. Specify the new URL.
5. Click SUBMIT.

Access control

Understanding access control

There are 2 levels of access you can provide users in Control Center. Each level has associated user roles.

1. Subscription Group access provides management of a group of subscriptions plus access to all current and future subscriptions in the group.
2. Direct access provides access to individual subscriptions.

Changes to access control in Control Center V1 will only affect subscriptions located in Control Center V1 and changes in Control Center V2 will only affect subscriptions located in Control Center V2.

Subscription Group access

Below are the roles for Subscription Group access, the permissions they provide for the group, and the subscriptions in the group:

Inviting users to Subscription Group access

1. Navigate to the dashboard and locate your subscription group.
2. Click ACCESS CONTROL.
3. Click INVITE USER.
4. Enter the user’s details and click INVITE.

The invited user will receive an email to accept the invitation. If they already have an Octopus ID (Octopus Deploy account), they can accept the invite and Sign in to view the Octopus instance. Otherwise, they will first need to Register a new account using the email address the invitation was sent to.

If the invited user already has an Octopus ID, they must still accept the invite sent via email to complete the process.

Direct access (Cloud only)

Below are the roles available for Direct access:

Inviting users to Direct access

1. Navigate to your Cloud instance.
2. Click ACCESS CONTROL in the left sidebar.
3. Click INVITE USER.
4. Enter the user’s details and click INVITE.

The invited user will receive an email to accept the invitation. If they already have an Octopus ID (Octopus Deploy account), they can accept the invite and Sign in to view the Octopus instance. Otherwise, they will first need to Register a new account using the email address the invitation was sent to.

If the invited user already has an Octopus ID, they must still accept the invite sent via email to complete the process.

Changing user roles

To change a user’s role, you must remove that user’s access and then re-invite them to the role you want them to have.

Deleting users

Deleting Subscription Group access users:

1. Navigate to the dashboard and locate your subscription group.
2. Click ACCESS CONTROL.
3. Locate the user in the table and click the trash icon.
4. Click DELETE in the confirmation dialog.

Deleting Direct access users:

1. Navigate to your Cloud instance.
2. Click ACCESS CONTROL in the left sidebar.
3. Locate the user in the table and click the trash icon.
4. Click DELETE in the confirmation dialog.

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Page updated on Monday, August 5, 2024