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.
TipYou can filter the Customers list using the search pane to the right of
list.
For more information, see Filtering the Customers list.
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The following table outlines the tasks available on the Customers
screen.
Task
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Description
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Applicable For
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Add new customers
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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.
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Delete existing customers
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Select an existing customer and click Delete to remove
the customer account from the Customers list.
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Assign default product templates to existing customers
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Select an existing customer and click Assign Template
to choose from preconfigured product settings.
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Deploy policy settings to multiple customers
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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.
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Manage Cloud Edge settings
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You can perform the following tasks:
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Renew product licenses
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Select existing customers and click Renew License. Remote Manager allows you to renew any
customers with expired licenses.
For more information, see Renewing licenses.
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Export customer information
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Change Remote Manager
Customers view settings
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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.
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