Overview
This document is intended to inform you on the preferences available in your ImmyBot instance.
Prerequisites
An active ImmyBot subscription or trial
MSP Admin or Tenant Admin permissions on your User. Under RBAC, viewing and managing system-level preferences requires the corresponding “Application Preferences” view/manage permissions, and tenant-level preferences require “Tenant Preferences” permissions for that tenant.
Instance Level Preferences
Instance (system) preferences are found at Show More > Preferences, under the System tab. You can use the search box on that tab to quickly find a preference by name or description.
| Category | Preference | Description | Interface Type |
|---|---|---|---|
| Maintenance | Email BCC | Add people to be BCC’d on every email that immy.bot produces. | Person Search / Selection |
| Enable Session Emails | Disabling this preference will prevent all detection and post-maintenance emails from being sent to all tenants. (Enabled by default) | Bool | |
| Default Branding | Set the default branding that is used for emails. | Drop Down Selection | |
| Default Time Zone | Set the default timezone to be used on schedules and deployments. | Drop Down Selection | |
| Pending Session Expiry Age | The number of days after which pending sessions (Pending, Pending Connectivity, Pending Preflight, or Pending Ephemeral Agent) are automatically marked as expired. Set to 0 to disable. Includes a “Trigger Now” button to run the expiry check immediately. | Numerical input | |
| Remote Control | immy.bot Remote Control (Beta) | Choose whether immy.bot users can remotely access devices using the built-in immy.bot remote control. Applies globally across all tenants, but can be overridden in individual tenant preferences. | Bool |
| Require Consent For Remote Sessions | Enabling this will force an end-user to consent to a remote session before it can be established. | Bool | |
| Security | Allowed iframe embedding origins | Origins allowed to embed ImmyBot in an iframe (for example, when embedding ImmyBot inside your PSA). Leave empty to block all embedding, or use * to allow any site. Requires the “Manage Application Preferences” permission to edit. |
Origin allow-list |
| User | Allow Non-Admins and Non-MSP Users to Use Terminal and Edit Scripts. REMOVED – This setting is applied using RBAC now | Disable this to prevent non-admins and non-MSP users from running scripts from computer terminals, and from managing scripts | Bool |
| Allow Non-Admin Users to Manage Deployments. REMOVED – This setting is applied using RBAC now | Disable this preference to prevent non-admin users from being able to create, update, and delete deployments. | Bool | |
| Azure User Sync | Enabling this feature will schedule a sync to run every hour that updates persons with the latest Azure User data. Only tenants linked to an Azure Tenant have their users pulled. (Recommended). Includes a “Trigger Now” button to run the sync on demand. | Bool | |
| Enable Access Requests | Set whether your customers can request access to your instance. | Bool | |
| Enable User Impersonation | Enabling this preference allows MSP admins to impersonate any user in the system. Actions taken during impersonation are audited. | Bool | |
| immy.bot Support Access | Granting access will allow immy.bot support technicians to log into your instance. Access can also be granted from the “Request support” button/form on maintenance sessions. | Approve / Revoke Button | |
| Require Change Requests for Non-Admin Cross-Tenant Deployments. REMOVED – This setting is applied using RBAC now | Set whether you would like to require MSP non-admins to submit change requests when creating or updating cross-tenant deployments. | Bool | |
| User Affinity Sync | Enabling this feature will schedule a sync to run every 24 hours, logging the current user to determine who is using the computer. (Recommended). Includes a “Trigger Now” button. | Bool | |
| Onboarding Pages | Hide First Steps page | Hide the First Steps page from every user’s navigation sidebar, instance-wide. Auto-enabled once the first computer is onboarded. | Bool |
| Hide Immy 101 page | Hide the Immy 101 learning page from every user’s navigation sidebar, instance-wide. Auto-disabled once the first computer is onboarded. | Bool | |
| ImmyBot Updates | Automatic immy.bot Version Upgrades | Enabling this will automatically upgrade your instance to the latest version of immy.bot after the “Days to wait after update is available” has passed. The upgrade runs during the selected “Time to update” hour, using the Default Time Zone setting. | Bool, plus an hour drop-down and a numerical “days to wait” input |
| Script Editor | Disconnect least-active editor service when limit is reached | Enabling this will automatically disconnect the least-active editor service when the limit of active editor services is reached for this instance to service a new editor request. | Bool |
| Computers | Auto resolve new computers with recent OS install dates | Enabling this feature will treat all computers with recently installed OS (less than 24 hours old) as repurposed / wiped | Bool |
| Enable historical computer inventory tracking | Enable this to keep all computer inventory script results instead of only the latest results. | Bool | |
| Enable Non-Essential Device Inventorying | Enabling this feature will cause immy.bot to automatically schedule all device inventory jobs when inventory details become outdated. (Recommended). Disabling it limits immy.bot to scheduling only the inventory tasks required for it to function properly. | Bool | |
| Onboarding | Enabling this feature will allow tenants to choose whether to automatically run maintenance against newly synced computers. | Bool | |
| Stale Computer Age | This defines the number of days since an offline computer’s last agent connection, after which the computer is considered “stale.” Stale computers are shown on the Stale tab of the computers list page. | Numerical input | |
| Scripts | Default Script Timeouts | The default timeouts (in seconds) for scripts that are run by immy.bot, broken out by Detection, Install, Uninstall, Upgrade, Action, and Dynamic Versions script types. | Numerical input (per type) |
| Script Path | Sets the relative path under immy.bot’s ProgramData scripts folder where scripts are placed on devices. Includes a button to regenerate a new random path, which is useful for antivirus safelisting. | Text input / Button | |
| Integrations | Exclude Chocolatey From Software Search | Enabling this preference will exclude all chocolatey packages from the software search on the deployment page. | Bool |
| immy.bot Chocolatey Feed | When enabled, Chocolatey requests are proxied through the immy.bot feed to bypass rate limiting. (Recommended) When disabled, requests go directly through Chocolatey and are subject to its rate limiting policy. | Bool | |
| Ninite Integration | Enabling this integration provides a new software type, Ninite. If enabled, you must upload a copy of NiniteOne.exe under My Software. When installing software through Ninite, NiniteOne.exe will be added to the computer if it is not already present. | Bool | |
| Enable Integration Audit Logging | Enables the audit tab on integrations. | Bool | |
| Allow Beta Integrations To Migrate Deployments | Allows integration types tagged as “Beta” to migrate deployments. | Bool |
Note
Some system preferences, such as "Manage Role System Permissions," "Manage Application Preferences," or scoped RBAC permissions, control who can view or edit a given preference group. If you don’t see a preference described above, you may not have the required permission.
Tenant Level Preferences
These can be managed in the individual tenant, or from Show More > Preferences and then selecting the tenant from the drop down at the top.
| Category | Preference | Description | Interface Type |
|---|---|---|---|
| Remote Control | immy.bot Remote Control (Beta) | Set whether you want to allow immy.bot remote control for devices in this tenant, or defer to the system’s preference. | Radio Button (Enable / Disable / Use system preference) |
| Require Consent For Remote Sessions | Enabling this will force an end-user to consent to a remote session before it can be established, or defer to the system’s preference. | Radio Button (Enable / Disable / Use system preference) | |
| Computers | Auto resolve new computers with recent OS install dates | Enabling this feature will treat all computers with recently installed OS (less than 24 hours old) as repurposed / wiped. A computer already known to immy.bot is wiped clean and setup for a new person. The old reference to this computer will automatically be deleted. | Bool |
| Computers Excluded From Maintenance | Add/Remove computers that should be excluded from sessions. An excluded computer cannot have any software or tasks deployed to it. However, inventory will still be run on it. | Computer Search / Selection | |
| Exclude From Cross-Tenant Deployments | When enabled, this tenant and its computers will not be considered when resolving cross-tenant deployments. | Bool | |
| Exclude From Cross-Tenant Schedules | When enabled, this tenant and its computers will not be considered when resolving cross-tenant schedules. | Bool | |
| Onboarding | Enabling this feature will allow newly synced computers to be onboarded. | Bool | |
| Onboarding Patching | Enabling this feature will allow for patching during onboarding. This currently only works when the ConnectWise Automate integration is enabled. | Bool | |
| Users | User Affinity Sync | Logs the current logged in user to determine who uses a computer. The System User Affinity Sync setting must be enabled for this to take effect. | Bool |
| Onboarding Pages | First Steps | Tenant override: hide the First Steps page for users in this tenant. Inherits the system preference by default. | Radio Button (Show / Hide / Use system preference) |
| Immy 101 | Tenant override: hide the Immy 101 page for users in this tenant. Inherits the system preference by default. | Radio Button (Show / Hide / Use system preference) | |
| Maintenance | Business Hours | Set the business hours. | Time Selection |
| Default Time Zone | Set the timezone to be used for this tenant. | Drop Down Selection | |
| Email BCC | Add people to be BCC’d on every email that immy.bot produces. | Person Search / Selection | |
| Enable Session Emails | Disabling this preference will prevent all detection and post-maintenance emails from being sent. (Enabled by default) | Bool |
Note
The "Exclude From Cross-Tenant Deployments" and "Exclude From Cross-Tenant Schedules" preferences were split into two independent toggles; older versions of ImmyBot combined them into a single setting.
User Preferences
| Category | Preference | Description | Interface Type |
|---|---|---|---|
| Theme | Color Theme | Toggle between a light and dark color theme. | Toggle button |
| PII | PII Mask Mode | When enabled, all personally identifiable information (PII), such as tenant and user names, will be visually masked in the UI with asterisks. This masking is cosmetic only — the underlying data is still sent to the browser, just hidden from view. | Bool |
| Agent Installer | Streamlined Agent Installer | When enabled (the default), the Download ImmyAgent sidebar card opens a compact single-screen installer picker (PPKG / ISO / EXE / PowerShell / Sandbox) instead of the full guided wizard. You can also toggle this inline from either drawer’s “I know what I’m doing” / “Help me choose” link. | Bool |
| Onboarding Pages | First Steps | Show or hide the First Steps page in your own navigation sidebar. | Radio Button (Show / Hide / Use default) |
| Immy 101 | Show or hide the Immy 101 page in your own navigation sidebar. | Radio Button (Show / Hide / Use default) |
