Main features in Datto RMM

Refer to Logging in.

You can access your user account settings, switch between accounts, switch between security levels, or log out of Datto RMM on any page. Click your name to open a drop-down menu.

My Settings

Refer to My Settings.

Security Levels

Click the name of the security level you want to use to change your current security level. Your current security level will have a check mark next to it. This can also be changed in the My Settings menu. Refer to Switching security levels and Current Security Level.

Switch User

Click the username of the Datto RMM user account you want to switch to. A check mark is displayed next to your user account that is currently in use.

NOTE  The list of users is automatically populated with all Datto RMM user accounts associated with the same email address as the currently logged in user.

Switch Account

Click Switch Account and on the Choose an account page, click Continue to switch over to Datto Partner Portal or other Datto product pages that use the same credentials.

Logout

Click Logout to log out of your Datto RMM user account.

NOTE  If you were logged in to Datto RMM via KaseyaOne Unified Login, you will also be logged out of KaseyaOne. Refer to Unified Login with KaseyaOne.

Datto RMM is localized in the following languages:

• French
• German
• Spanish
• Italian
• Portuguese

To learn how to change the language of the interface, refer to User Language.

The global search bar is accessible at the top of any page. You can start a search by pressing the F key on your keyboard or by clicking the search bar.

Searching and search results

You can focus your search on a specific field or select the General option that allows you to search multiple fields at the same time.

1. From the drop-down list, select a field you want to search on. The following fields are available:
   • General: It searches all of the following fields listed except for Custom Device Filter, Default Device Filter, Device Group, and User-defined fields 1-30.
   • Site Name
   • Site Description
   • Hostname: This field is selected by default when logging in to your account for the first time.
   • Description
   • Last User
   • Serial Number
   • Internal IP
   • External IP
   • UID: The unique identifier of the device, which is automatically created upon adding the device to your Datto RMM account. Refer to the UID field in the Summary card.
   • Custom Device Filter
   • Default Device Filter
   • Device Group
   • M365 User Email
   • M365 User Name
   • User-defined fields 1-30

2. Enter any term into the search bar. The search results will be narrowed and highlighted as you type. If no result is found, it will be indicated below the search bar. Searches are not case sensitive.
3. If any match is found, the following will be displayed:
   
   • Quick results: A list of items matching your search term. Where applicable, the listed items will display some device information (device hostname and description) and site information (site name). In the case of filters and groups, the listed items will indicate the scope (global or site). If you search using the General option, the search results will be grouped by the supported search fields. Search fields with no results will not be displayed. Click any item in the quick search results.
     
   • All results: Press Enter on your keyboard or click the View Results link above the list of quick results to open a full list of items filtered by your search term within a specific search field. Using Enter is supported in all search fields except for General. From the filtered list, you can perform any of the available actions on that page or add more filtering as required. You can also select a different search field on the page while keeping the original search term.
     

NOTE  The Filtered by bar will display the selected search field and search term even if the column for that search field is not selected in the Column Chooser.

Notes

• The search field selection will persist across pages and between login sessions.
• You can use the arrow and Enter keys on your keyboard to change the search field focus or to select an item in the list of search results.
• When selecting a search field using either the keyboard or the mouse, the cursor will focus on the search bar.
• If a search term includes wildcard characters (for example, underscores and percent signs), they serve as normal characters if they are preceded by a backslash. For details, refer to Wildcard characters.

Clicking the Create icon opens a menu of shortcuts to the standard configuration pages inside Datto RMM. This menu respects the security level permissions of each user and hides any items the user doesn't have permission to create. The following shortcuts are available:

• Device: Refer to Adding a device.

NOTE  The Device shortcut will automatically apply the currently selected site if clicked from that site's list of devices. Refer to List of devices in a site in Devices.

• Site: Refer to Creating or editing a site.
• Filter: Refer to Creating a filter.
• Component: Refer to Creating a component.
• Job: Refer to Creating a job.
• Policy: Refer to Creating a policy.
• Report: Refer to Creating a report.
• User: Refer to Creating a user.
• Security Level: Refer to Creating a security level.

Hover over the Recent History icon to the left of your name to view a list of recently accessed sites and devices. You can also right-click any item in the list to perform further actions, such as copying the link or opening it in a new tab or window.

If you have suggestions or comments about Datto RMM, click the Send Feedback icon in the upper-right corner of any page, or navigate to Help > Send Feedback. Your feedback will be sent directly to the development team and it will be used to improve the functionality of the pages and to prioritize new features.

NOTE  This method sends feedback to our development team. For functionality issues that impact your day-to-day operations, refer to Kaseya Helpdesk.

NOTE  If your feedback could be considered a feature request for a future update of Datto RMM, check out our RMM Ideas Portal. There, you can post your idea or vote for an idea already posted by another user.

Click the Help icon to access the following help resources:

• Knowledge Base: Refer to Datto RMM Help system.
• Videos: Refer to Videos and webinars.
• Support: Refer to Support.
• Send Feedback: Refer to Sending feedback.
• Translation Change Request: Only available when viewing the interface in a non-English language. Click this menu item to submit a translation change request for consideration via the Datto RMM UI Translation Change Request form.
• Show Me How: Refer to Show Me How menu.
• Community: Refer to Community.
• Release Notes: Refer to Datto RMM release notes.
• Version Number: Displays the current version number of Datto RMM.

NOTE  The version number is not displayed in the left-navigation Help menu.

• What's New: Refer to Current release. A red dot on the icon indicates a new release has been deployed. The red dot will remain until you click What's New to open the latest release notes.
  

Access in-product training or contact Datto RMM Support by navigating to Help > Show Me How.

The Tasks tab, selected by default, tracks your progress as you are guided through onboarding tasks directly in the web interface. If you need help along the way, click Contact Support. Refer to Kaseya Helpdesk.

Click the Show Me tab to access additional guides. In this tab, you can type keywords in the search bar to filter for relevant resources.

Refer to Interactive help browser requirements.

Breadcrumbs are available within page headers. Click a hyperlink in the breadcrumb path for simpler navigation back to that page.

Time stamps reflect the user time zone and preferred date format configured on the Setup > My Settings page. Hovering over any time stamp will show its date in the alternative format. Refer to User Time Zone and Date Format.

NOTE  This does not apply to Bios dates or dates that are part of a string (for example, the Last edited field on the job results page).