Views:
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.
Tip
Tip
You can filter the Customers list using the search pane to the right of list.
For more information, see Filtering the Customers list.
The following table outlines the tasks available on the Customers screen.
Task
Description
Applicable For
Add new customers
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.
  • Customer Licensing Portal accounts
  • Licensing Management Platform accounts
Delete existing customers
Select an existing customer and click Delete to remove the customer account from the Customers list.
Note
Note
All products must be removed from the selected customer before the customer can be deleted.
WARNING
WARNING
Once customer accounts are deleted, they cannot be recovered.
  • Customer Licensing Portal accounts
Assign default product templates to existing customers
Select an existing customer and click Assign Template to choose from preconfigured product settings.
Note
Note
For existing customers, you can only assign or change Worry-Free Business Security Services templates. You cannot change the assigned Cloud Edge template on an existing customer.
For more information, see Assigning Worry-Free Business Security Services templates to existing customers.
  • Licensing Management Platform accounts
Deploy policy settings to multiple customers
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.
  • Licensing Management Platform accounts
Manage Cloud Edge settings
You can perform the following tasks:
  • Licensing Management Platform accounts
Renew product licenses
Select existing customers and click Renew License. Remote Manager allows you to renew any customers with expired licenses.
For more information, see Renewing licenses.
  • Licensing Management Platform accounts
Export customer information
  • Select customers and click Export to save a CSV file with the selected customer information
  • Click Export All to save a CSV file with all displayed customer information
  • Customer Licensing Portal accounts
  • Licensing Management Platform accounts
Change Remote Manager Customers view settings
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.
  • Licensing Management Platform accounts
Related information