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Configure centralized administration settings for managed customers, including notification preferences, third-party integrations, and product settings templates.

You can take the following actions in Remote Manager → Administration.
Action
Description
Configure notifications for customers
Click Configure notifications to create global notification settings for all your managed customers.
You can configure the following details for your notification settings:
  • Recipients: Select an Account manager and additional partner recipients from your organization to receive notification emails
  • Format: Choose between consolidated and individual email notifications, and select the managed customer's preferred language
  • Daily summary: Opt in to or out of a daily notification summary
  • Events: Select event types from different products to include in customer notifications
    Tip
    Tip
    For some event types, to prevent notification fatigue in customers, you can specify a threshold after which to send a notification.
Manage third-party integrations
Click Configure third-party integrations to manage the following available integrations:
  • ConnectWise Manage
  • Kaseya VSA
  • Autotask
  • ConnectWise Automate
  • Datto RMM
Tip
Tip
Expand the instructions for each integration type to view configuration steps.
Click Generate API key to create a new access token and secret key for use in third-party integrations, or to revoke an existing key.
Click Download diagnostic tools to view and download any available tools for troubleshooting third-party integrations.
Manage product settings templates
Click Configure default settings templates to create and edit settings templates for managed customers' products. Apply these templates when assigning a service plan to a customer.