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46d4397
Update documentation structure and add new content files
devin-ai-integration[bot] Apr 2, 2025
78102e0
Add integration overview documentation
devin-ai-integration[bot] Apr 2, 2025
5e0f809
Add managing computers and software documentation
devin-ai-integration[bot] Apr 2, 2025
b208888
Add creating deployments documentation
devin-ai-integration[bot] Apr 2, 2025
ad8edd4
Add working with tasks documentation
devin-ai-integration[bot] Apr 2, 2025
b2d3d89
Add common issues documentation
devin-ai-integration[bot] Apr 2, 2025
6c6745b
Add security software configuration documentation
devin-ai-integration[bot] Apr 2, 2025
055fad6
Add tenant management documentation
devin-ai-integration[bot] Apr 2, 2025
555dca1
Add maintenance and updates documentation
devin-ai-integration[bot] Apr 2, 2025
ae80ff7
Add API documentation
devin-ai-integration[bot] Apr 2, 2025
ce456ef
Add custom integrations documentation
devin-ai-integration[bot] Apr 2, 2025
1a592fd
Enhance existing documentation files with improved formatting, exampl…
devin-ai-integration[bot] Apr 2, 2025
bbba3a6
Enhance onboarding documentation with improved structure and content
devin-ai-integration[bot] Apr 2, 2025
c08af5d
Enhance recommended deployments documentation with improved structure…
devin-ai-integration[bot] Apr 2, 2025
71941d0
Enhance ImmyBot command reference with improved structure and examples
devin-ai-integration[bot] Apr 2, 2025
183fbbc
Enhance Windows Sandbox documentation with improved structure and bes…
devin-ai-integration[bot] Apr 2, 2025
4f0ebe0
Enhance build-your-own-integration documentation with improved struct…
devin-ai-integration[bot] Apr 2, 2025
44ab524
Update homepage to reflect enhanced documentation structure
devin-ai-integration[bot] Apr 2, 2025
a918ac7
Enhance first-computer-setup and quick-start-guide with valuable info…
devin-ai-integration[bot] Apr 2, 2025
1b78c3c
Fix API documentation to correctly indicate lack of pagination support
devin-ai-integration[bot] Apr 3, 2025
884a673
Update add-users.md to clarify Azure AD/Entra authentication is manda…
devin-ai-integration[bot] Apr 3, 2025
e8b240a
Add actual screenshots for Computers and Deployments pages
devin-ai-integration[bot] Apr 3, 2025
eff546a
Update deployment screenshots with actual application images
devin-ai-integration[bot] Apr 3, 2025
1357618
Add deployment details screenshot
devin-ai-integration[bot] Apr 3, 2025
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60 changes: 49 additions & 11 deletions .vitepress/config.mts
Original file line number Diff line number Diff line change
Expand Up @@ -25,24 +25,33 @@ j=d.createElement(s),dl=l!='dataLayer'?'&l='+l:'';j.async=true;j.src=
// https://vitepress.dev/reference/default-theme-config
sidebar: [
{
text: 'Introduction',
text: 'Getting Started',
collapsed: false,
items: [
{ text: 'Getting Started', link: '/getting-started' },
{ text: 'What\'s New', link: '/releases' },
{ text: 'Add Users', link: './add-users' },
{ text: 'Onboarding', link: './onboarding' },
{ text: 'Recommended Deployments', link: './recommended-deployments' },
{ text: 'Terminology', link: './terminology' },
{ text: 'Troubleshooting', link: './troubleshooting' },
{ text: 'User Roles', link: './user-roles' },
{ text: 'Windows Sandbox', link: './windows-sandbox' },
{ text: 'ImmyBot Overview', link: '/immybot-overview' },
{ text: 'Quick Start Guide', link: '/quick-start-guide' },
{ text: 'First Computer Setup', link: '/first-computer-setup' },
{ text: 'Core Concepts', link: '/core-concepts' },
{ text: 'Common Workflows', link: '/common-workflows' },
],
},
{
text: 'User Guides',
collapsed: false,
items: [
{ text: 'Managing Computers', link: '/managing-computers' },
{ text: 'Managing Software', link: '/managing-software' },
{ text: 'Creating Deployments', link: '/creating-deployments' },
{ text: 'Working with Tasks', link: '/working-with-tasks' },
{ text: 'User Management', link: '/add-users' },
{ text: 'Recommended Configurations', link: '/recommended-deployments' },
],
},
{
text: 'Integrations',
collapsed: false,
items: [
{ text: 'Integration Overview', link: '/integration-overview' },
{ text: 'Build Your Own', link: '/build-your-own-integration' },
{ text: 'ConnectSecure', link: '/connectsecure-integration-setup' },
{ text: 'ConnectWise Automate', link: '/connectwise-automate-integration-setup' },
Expand All @@ -55,11 +64,40 @@ j=d.createElement(s),dl=l!='dataLayer'?'&l='+l:'';j.async=true;j.src=
],
},
{
text: 'Advanced',
text: 'Administration',
collapsed: false,
items: [
{ text: 'User Roles and Security', link: '/user-roles' },
{ text: 'Tenant Management', link: '/tenant-management' },
{ text: 'Maintenance and Updates', link: '/maintenance-updates' },
{ text: 'Windows Sandbox', link: '/windows-sandbox' },
],
},
{
text: 'Troubleshooting',
collapsed: false,
items: [
{ text: 'Common Issues', link: '/common-issues' },
{ text: 'Security Software Configuration', link: '/security-software' },
{ text: 'Agent Troubleshooting', link: '/troubleshooting' },
],
},
{
text: 'Advanced Topics',
collapsed: false,
items: [
{ text: 'Scripting Guide', link: '/scripts' },
{ text: 'Metascripts / Cloud Scripts', link: '/immy-commands' },
{ text: 'Custom Integrations', link: '/custom-integrations' },
],
},
{
text: 'Reference',
collapsed: false,
items: [
{ text: 'Terminology', link: '/terminology' },
{ text: 'API Documentation', link: '/api-documentation' },
{ text: 'Release Notes', link: '/releases' },
],
},
{ text: 'Frequently Asked Questions', link: '/FAQ' },
Expand Down
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55 changes: 45 additions & 10 deletions FAQ.md
Original file line number Diff line number Diff line change
@@ -1,11 +1,25 @@
# Frequently Asked Questions

::: warning *ImmyBot's EV code-signing certificate is changing on Feb. 11th, 2025*
Please see the [FAQ section for more details](https://docs.immy.bot/FAQ.html#what-should-i-do-about-immybot-s-upcoming-code-signing-certificate-change) on updating security exclusions.
Please see the [section below](#what-should-i-do-about-immybots-upcoming-code-signing-certificate-change) for more details on updating security exclusions.
:::

::: danger *ImmyBot no longer supports Windows 7, Server 2008 (or Server 2012 w/o [ESUs](https://learn.microsoft.com/en-us/windows-server/get-started/extended-security-updates-overview)) machines.*
Please see the [FAQ section for more details](https://docs.immy.bot/FAQ.html#what-windows-versions-does-immyagent-support)
Please see the [section below](#what-windows-versions-does-immyagent-support) for more details.
:::
# Frequently Asked Questions

This comprehensive FAQ addresses common questions about ImmyBot, including licensing, deployment, configuration, and troubleshooting. If you don't find the answer to your question here, please check our [Common Issues](./common-issues.md) guide or contact our [support team](mailto:[email protected]).

## Table of Contents

- [Licensing and Plans](#what-is-the-difference-between-the-starter-and-standard-plan)
- [Deployment and Configuration](#do-i-need-a-separate-usbinstaller-per-tenant)
- [Security and Certificates](#what-should-i-do-about-immybots-upcoming-code-signing-certificate-change)
- [Operating System Support](#what-windows-versions-does-immyagent-support)
- [Integration with Other Tools](#can-immy-join-azuread)
- [Agent Management](#how-do-i-uninstall-the-immyagent)
- [Troubleshooting](#why-are-my-computers-stuck-in-identification)


## What is the difference between the Starter and Standard plan?

Expand Down Expand Up @@ -256,16 +270,37 @@ DISM.exe /Image:D:\mount /Add-ProvisioningPackage /PackagePath:C:\Users\Moi\Down

## Do you take requests for features/software/tasks/scripts?

Yes, please feel welcome to submit a request on the [ImmyBot Community](https://community.immy.bot)

Yes, we welcome feature requests and contributions from our community! Please submit your requests on the [ImmyBot Community](https://community.immy.bot) portal. Our team regularly reviews these requests and prioritizes them based on user demand and alignment with our product roadmap.

## Where do I find a file that was uploaded to a computer through ImmyBot Remote Control?

Files uploaded through ImmyBot Remote Control can be found at %ProgramData%\RemoteControl\Shared
Files uploaded through ImmyBot Remote Control are stored in a specific location on the target computer:

```
%ProgramData%\RemoteControl\Shared
```

This folder contains all files transferred during remote control sessions. You can access this location directly through File Explorer or by running a command prompt and navigating to the directory.

## Why am I getting this system update notification?

We have something new and cool, be it a feature or bug fix!
The system updates usually take 5-10 minutes to apply and restart your instance. During this time your instance will not be accessible.
There are no sessions triggered on any endpoints as a result of the update, and if there are any sessions running when the update starts they will be restarted after the update completes.
If you prefer not to think about doing updates, you can also schedule a time for automatic system updates to happen under Show More > Preferences.
System update notifications indicate that we've released new features or bug fixes for your ImmyBot instance. Here's what you need to know:

- Updates typically take 5-10 minutes to apply and restart your instance
- During the update, your instance will not be accessible
- No maintenance sessions are triggered on endpoints as a result of the update
- Any running sessions will be restarted after the update completes

If you prefer to automate updates, you can schedule a time for automatic system updates under **Show More** > **Preferences**. This allows you to set updates to occur during non-business hours to minimize disruption.

## Next Steps

After reviewing these FAQs, you might want to explore:

- [Common Issues](./common-issues.md) - Solutions to frequently encountered problems
- [Troubleshooting Guide](./troubleshooting.md) - Detailed troubleshooting steps
- [ImmyBot Overview](./immybot-overview.md) - Learn more about ImmyBot's capabilities

---

**Next Steps:** [Common Issues →](./common-issues.md) | [Troubleshooting Guide →](./troubleshooting.md)
88 changes: 84 additions & 4 deletions add-users.md
Original file line number Diff line number Diff line change
@@ -1,9 +1,89 @@
# Adding Users

Have the person attempt to login to ImmyBot. Have them request access:
This guide explains how to add and manage users in ImmyBot, including different authentication methods and role assignments.

![image](https://user-images.githubusercontent.com/1424395/153074628-4a22c81a-177e-4ebb-9845-898ab0f95d88.jpeg)
## User Authentication Methods

Approve that access from a yellow indicator at the top of the screen.
ImmyBot mandates authentication against Azure AD/Entra ID:

![image](https://immybot.blob.core.windows.net/release-media/bb34184f-c7c3-41cf-9fa3-f6489e6c3600)
1. **Azure AD/Entra ID Integration**: Required for all ImmyBot installations
2. **Email Invitation**: Available for inviting users already in your Azure AD/Entra directory
3. **Self-Registration**: Allow users to request access (with admin approval)

## Adding Users via Self-Registration

The simplest way to add users is through self-registration:

1. Have the person navigate to your ImmyBot instance (e.g., `https://yourdomain.immy.bot`)
2. They will see a login screen where they can request access:

![User requesting access](https://user-images.githubusercontent.com/1424395/153074628-4a22c81a-177e-4ebb-9845-898ab0f95d88.jpeg)

3. As an administrator, you'll see a yellow notification indicator at the top of your screen
4. Click the notification to review and approve the access request:

![Approving access request](https://immybot.blob.core.windows.net/release-media/bb34184f-c7c3-41cf-9fa3-f6489e6c3600)

5. Select the appropriate role for the user (see [User Roles and Security](./user-roles.md) for details)
6. Click **Approve** to grant access

## Adding Users via Email Invitation

For more controlled user addition:

1. Navigate to **Settings** > **Users**
2. Click **Invite User**
3. Enter the user's email address
4. Select the appropriate role
5. (Optional) Assign the user to specific tenants
6. Click **Send Invitation**
7. The user will receive an email with instructions to complete registration

## Adding Users via Azure AD/Entra ID

Azure AD/Entra ID integration is mandatory for ImmyBot authentication:

1. Navigate to **Settings** > **Authentication** to configure your Azure AD/Entra integration
2. There are two ways to add users from Azure AD/Entra:
- **Basic Consent Level**: You'll need to know the user's ID (GUID) to add them
- **Recommended Consent Level**: Users can be added directly from the Persons page without knowing their GUID
3. To increase the consent level to recommended settings:
- Navigate to **Settings** > **Authentication** > **Azure AD**
- Click on **Increase Consent Level**
- Follow the prompts to grant additional permissions
4. Users can now sign in with their Microsoft credentials
5. Assign appropriate roles to new users after they sign in

## Managing Existing Users

To manage existing users:

1. Navigate to **Settings** > **Users**
2. View the list of all users in your ImmyBot instance
3. Click on a user to edit their details:
- Change their role
- Adjust tenant access
- Enable/disable account
- Reset password

## Best Practices

Follow these best practices for user management:

1. **Principle of Least Privilege**: Assign the minimum necessary permissions
2. **Regular Audits**: Periodically review user accounts and permissions
3. **Offboarding Process**: Disable accounts promptly when users leave
4. **Role-Based Access**: Use roles to manage permissions consistently
5. **Documentation**: Maintain documentation of who has access and why

## Next Steps

After adding users, you might want to explore:

- [User Roles and Security](./user-roles.md) - Learn about user permissions and security
- [Tenant Management](./tenant-management.md) - Configure tenant access for users
- [Azure AD/Entra ID Integration](./azure-graph-permissions-setup.md) - Configure Azure AD/Entra permissions

---

**Next Steps:** [User Roles and Security →](./user-roles.md) | [Tenant Management →](./tenant-management.md)
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