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

Billing

Upgrading a trial to a paid subscription

Cloud instance:

1. Navigate to your Cloud instance in Control Center.
2. Click Upgrade Plan.
3. Choose your plan and complete the purchase through our checkout.

Server license:

1. Navigate to your Server License in Control Center.
2. Click Upgrade Plan.
3. Choose your plan and complete the purchase through our checkout.

Paying an invoice

We will share a unique payment link with you to pay your invoice via Zuora’s secure payment page. Be weary of phishing attempts and ensure the correct invoice number is displayed to verify the pages authenticity.

Updating billing information

Please contact sales to update your billing information.

Viewing orders

1. Navigate to your subscription.
2. Click Billing in the left sidebar.
3. Click Contact Sales.
4. Complete the form and we’ll get back to you with the order details.

Changing your plan

To modify your plan:

1. Navigate to your subscription.
2. Click Billing in the left sidebar.
3. Click Get in Touch under the change plan section.
4. A contact sales dialog will appear for you to request changes to your plan.

Canceling your plan

To cancel your plan:

1. Navigate to your subscription.
2. Click Billing in the left sidebar.
3. Click Get in Touch under the change plan section.
4. A contact sales dialog will appear for you to cancel your plan.

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 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.

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 related subscriptions and instances. 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

Below are the roles available for Direct access:

Inviting users to Direct access

Cloud

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.

Server

1. Navigate to your Server License.
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 Server License.

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 subscription.
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.

Help and support

The question mark icon in the top right of the Control Center provides a menu of helpful links to the docs, to contact support, and to upload support files.

FAQ

Locating subscriptions

Most subscriptions (Cloud instances and Server licenses) are accessible from the dashboard of Control Center. Some legacy subscriptions are only accessible from the legacy Control Center V1. If you need help please contact our support team.

What is Control Center V1?

Control Center V1 is the legacy Control Center and currently provides access to legacy subscriptions, you’ll only have access to Control Center V1 if you need it to manage a legacy subscription.

Help us continuously improve

Please let us know if you have any feedback about this page.

Send feedback

Page updated on Thursday, January 9, 2025