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Configure global notification defaults for all managed customers, and override them for individual customers when needed.

Remote Manager notifications work on two levels: global settings that apply to all managed customers by default, and individual settings you can override for a specific customer.

Procedure

  1. Go to Customer Management → Remote Manager.
  2. Go to Remote Manager → Administration and click Configure notifications to set global notification defaults.
    1. Recipients: Select an account manager and additional partner recipients from your organization to receive notification emails.
    2. Format: Choose between consolidated and individual email notifications, and select the customer's preferred language.
    3. Daily summary: Select whether to receive a daily notification summary.
    4. Events: Select event types from different products to include in customer notifications.
      Tip
      Tip
      For some event types, you can specify a threshold before TrendAI sends a notification, to prevent notification fatigue for customers.
  3. To override these defaults for one customer, go to Remote Manager → Customers, select the customer, and open their Notifications tab.
    Select recipients and product-related notifications for that customer, or click Change the global message content settings to jump back to the global format settings in Administration.

Next steps

To route a customer's notifications to a third-party system instead of email, see Connect Remote Manager to your PSA and RMM tools.