Views:

Track risk, licenses, and product events across your managed customers using dashboards and customer profiles.

Remote Manager gives you two ways to keep an eye on your managed customers: dashboards for an at-a-glance view across all customers, and individual customer profiles for a closer look at one customer.

Procedure

  1. Go to Customer Management → Remote Manager.
  2. Go to Remote Manager → Dashboard and click + Add widget to track specific risks and metrics across your managed customers.
  3. To monitor different customer statuses or risks separately, click the add_icon=cf892c2f-1a1f-4d22-848f-023067e4a507.png icon to create a new empty dashboard, then click the arrow by the dashboard name to type a distinctive name.
  4. Go to Remote Manager → Customers and click the name of any customer to view their company profile, contact information, and product and license details.
    Their Products tab lists an inventory of products and any product-related events requiring attention.

Next steps

Tip
Tip
By default, Customers displays all customers. Click Settings to show only the customers with products managed by Remote Manager.