Views:

Add a new customer to Remote Manager and configure their products, policy, and Cloud Edge settings.

Procedure

  1. Go to Customer Management → Remote Manager.
  2. Click New customer to open Customer Overview, then create the customer.
  3. Go to Remote Manager → Customers, select the customer, and click Assign template to apply a predefined set of product settings.
    To build a template in advance, go to Remote Manager → Administration and click Configure default settings templates.
  4. Select the customer and click Policy settings to deploy a Worry-Free Business Security Services policy to the customer.
  5. If the customer uses Cloud Edge, go to Cloud Edge settings → Configure firmware permissions to manage their firmware update permissions.
  6. Set up notifications for the customer so your team hears about the product events that matter.
    For details, see Set up notifications and alerts.