Setting up Datto RMM - Legacy UI

Welcome to Datto RMM!

For a brief overview of remote monitoring and management and an introduction to Datto RMM, refer to Datto RMM overview.

Before you add any data (sites and devices) to your Datto RMM account, we recommend that you complete the following steps.

Step 1: Review the Datto RMM infrastructure and requirements

Before you begin with the configuration of your Datto RMM account, ensure that you are hosted on the right platform, add a number of IP addresses and URLs to the allowlist, and learn about supported operating systems and requirements for the Agent. Refer to Requirements and Infrastructure and security.

Step 2: Log in

Log in to your account. Refer to Logging in.

Step 3: Your user account

Security is important, especially if you are the person who created your company's Datto RMM account. We recommend that you review your own user account before you grant others access to Datto RMM. Refer to Your user account - Legacy UI.

Step 4: Licensing and billing

Billing is based on the number of Agents you have licensed. The next step should be to review Licensing and billing - Legacy UI.

Step 5: Branding

Optionally, you can add custom branding to your Datto RMM account. To learn more, refer to Branding - Legacy UI.

Step 6: Security levels

By default, Administrator security level is assigned to the user who registers the Datto RMM account. It is the only security level available to assign to new users until other security levels are created. Most likely not everyone in your company should have full access to everything in Datto RMM. In this step, you will configure additional security levels to assign to users. Refer to Security levels - Legacy UI.

Step 7: Users

Create user accounts for other people in your organization. Refer to Users - Legacy UI.

Step 8: Global settings

You have a lot of control over the global settings of your account. You should review the Setup > Account Settings page to see what is possible. Refer to Account Settings - Legacy UI.

Step 9: Datto integrations

If you use other Datto products and would like to integrate them with Datto RMM, you must configure those integrations. Refer to Integrations.

Step 10: Third-party integrations

To learn about other integrations that are supported by third-party vendors, refer to Third-party integrations.