Customers Overview

The Customers screen provides a list of all previously configured customers that your company manages. You can use this screen to view basic customer contact information and identify whether customers require immediate attention regarding notable threat, system, or licensing events.

Tip:

You can filter the Customers list using the search pane to the right of list.

For more information, see Filtering the Customers List.

The following table outlines the tasks available on the Customers screen.

Task

Description

Applicable For

Add new customers

Click New Customer to set up a company profile and user account, assign a service plan, and configure default product settings.

For more information, see Adding Customers.

  • Customer Licensing Portal accounts

  • Licensing Management Platform accounts

Delete existing customers

Select an existing customer and click Delete to remove the customer account from the Customers list.

Note:

All products must be removed from the selected customer before the customer can be deleted.

Warning:

Once customer accounts are deleted, they cannot be recovered.

  • Customer Licensing Portal accounts

Assign default product templates to existing customers

Select an existing customer and click Assign Template to choose from preconfigured product settings.

Note:

Remote Manager only supports default product templates for Worry-Free Business Security Services and Cloud Edge.

For more information, see Assigning Worry-Free Business Security Services Templates to Existing Customers.

  • Licensing Management Platform accounts

Deploy policy settings to multiple customers

Select existing customers and click Policy Settings to select from the available Worry-Free Business Security Services policies that you can apply to all selected customers.

For more information, see Mass Policy Updates to Multiple Customers.

  • Licensing Management Platform accounts

Update Cloud Edge device firmware

Select existing Cloud Edge customers and click Update Firmware. Remote Manager notifies any selected Cloud Edge customers requiring a firmware update to obtain the update package.

  • Licensing Management Platform accounts

Renew product licenses

Select existing customers and click Renew License. Remote Manager allows you to renew any customers with expired licenses.

For more information, see Renewing Licenses.

  • Licensing Management Platform accounts

Export customer information

  • Select customers and click Export to save a CSV file with the selected customer information

  • Click Export All to save a CSV file with all displayed customer information

  • Customer Licensing Portal accounts

  • Licensing Management Platform accounts

Change Remote Manager Customers view settings

Click Settings to change whether Remote Manager displays all customers with Licensing Management Platform accounts or only those customers with products managed by Remote Manager.

  • Licensing Management Platform accounts