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The Settings area provides centralized management for your account, organization, API access, and support resources.

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Features

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Profile

Manage your personal account information:
  • Account Status Display
    • View current subscription tier
    • Refresh status button to update your profile with current information
  • Name Management
    • Update your display name
    • Minimum 2 characters, maximum 30 characters
  • Email Display
  • Organization Invitations
    • View pending organization invitations
    • Accept or decline invites

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Organization

Manage your organization and team members:
  • Organization Selector
    • Switch between multiple organizations
    • View organization ID and name
    • Set primary organization with star button
    • Primary organization appears first in all dropdowns and is loaded by default
  • Organization Details
    • Edit organization name (2-50 characters)
    • View read-only organization ID
  • Members Management
    • View all organization members
    • See member names and email addresses
    • Remove members from organization
    • Cannot remove last member (minimum one required)
  • Team Invitations
    • Invite new members by email
    • Send invitations through dialog interface
    • View all sent invitations with dates
    • Cancel pending invitations
    • Track invitation status
Invitations do not trigger any notifications at this time. Invitations can be accepted by visiting the user’s profile page.

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Single Sign-On (SSO)

Configure SAML-based single sign-on for your organization (Enterprise feature):
  • SSO Configuration
    • Domain-based authentication
    • SAML 2.0 support
    • Automatic user provisioning
  • Configuration Management
    • View current SSO settings
    • Edit existing configuration
    • Delete SSO setup
  • Required Information
    • Domain: The email domain for SSO authentication - automatically generated based on login domain
    • Redirect URL: Your identity provider’s SAML endpoint
    • IDP Entity ID (Issuer): Identity provider’s unique identifier
    • SP Entity ID (Audience): Service provider identifier (auto-generated)
    • X.509 Certificate: Identity provider’s signing certificate
  • Fixed Values
    • ACS URL: https://auth.secureannex.com/__/auth/handler
    • SP Entity ID format: https://app.secureannex.com/saml/{organizationId}
SSO is available for organizations with the Enterprise plan and only supports Service Provider based authentication. Contact support to enable this feature for your organization.

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Setting Up SSO

  1. Prepare Your Identity Provider
    • Configure a new SAML application in your IDP (Okta, Azure AD, Google Workspace, etc.)
    • Set the ACS URL to: https://auth.secureannex.com/__/auth/handler
    • Copy the following from your IDP:
      • SAML Sign-On URL (Redirect URL)
      • Entity ID/Issuer (IDP Entity ID)
      • X.509 Certificate
  2. Configure in Secure Annex
    • Navigate to Settings → Organization
    • Scroll to the Single Sign-On (SSO) section
    • The Domain field will be pre-filled with your organization’s email domain
    • The SP Entity ID will be auto-generated for your organization
    • Enter the Redirect URL from your IDP
    • Enter the IDP Entity ID (Issuer) from your IDP
    • Paste the X.509 Certificate from your IDP
    • Click “Submit Configuration”
  3. Test the Configuration
    • Log out of Secure Annex
    • Attempt to log in with a user from your configured domain
    • You should be redirected to your identity provider
    • After successful authentication, you’ll be redirected back to Secure Annex

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Managing SSO Configuration

  • View Configuration: See all configured SSO settings including certificate status and creation date
  • Edit Configuration: Update Redirect URL, IDP Entity ID, or X.509 Certificate
  • Delete Configuration: Remove SSO setup (users will revert to standard authentication)
  • SSO only works for users with email addresses matching the configured domain
  • Deleting the SSO configuration will immediately disable SSO login for all domain users
  • Contact support if you need to change the configured domain

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API

Generate and manage API access:
  • API Key Generation
    • Generate new API keys
    • Regenerate existing keys
  • Quota Management
    • View daily API quota limit
    • See current usage across time
  • Usage Analytics
    • 30-day usage visualization
    • Bar chart showing daily API requests
    • Only displays when usage data exists

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Updates

Stay informed about product changes:
  • Product Updates Feed
    • Latest feature releases
    • Improvements and enhancements
    • Bug fixes and patches
    • Release notes
  • Changelog
    • Chronological update history
    • Detailed change descriptions
    • Version tracking

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Support

Get help and submit feedback:
  • Support Request Form
    • Submit questions or issues
    • Automatic support ID generation
    • Confirmation on successful submission
  • Discord Community
    • Direct link to Discord support channel
    • Community support and discussions
    • Real-time assistance
    • Connect with other users
  • Contact Options
    • Email support available
    • Support ticket system
    • Response tracking with support IDs
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