Datto Backup Check Policy
No monthly checks for any Datto devices. The only check we do for Datto (aside from checking errors and alerts) is the quarterly check as per ticket instructions.
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Useful Links for Datto SaaS Protection licensing (in progress)
This is useful info for managing licenses for managing licenses for Datto Backup for Microsoft 365 and Google Workspace. Datto SaaS Protection: Viewing the Licenses tab on the SaaS Protection Status page: ...
New RMM or Backup Service contract procedures
New Services (RMM/Backup) contract procedures These instructions assume the following: Customer has signed contract via DocuSign. Customer has also signed the T & C (general consulting) agreement. Otherwise send this agreement via Docusign. I. Create ...
write customer refund check
Write a refund check for an overpayment Enter the payment in the Receive Payments window. The overpayment box appears where you can choose whether to leave the overpayment as a credit or issue a refund for this amount. Click Refund the amount to the ...
Creating Autotask Monthly Report for New Customer (for use with Datto RMM)
Article is n process of being updated. Old info greyed out but not yet deleted. -RP 4/30/26 1. In Autotask Live Reports Designer, copy one of the templates from Monthly Reports Sent to ThinkAutomation to be Appended to Datto RMM Reports. 2. Change ...
Creating Report in Datto RMM for Customer Monthly Report
Article is n process of being updated. Old info greyed out but not yet deleted. -RP 4/30/26 In Datto RMM portal: Analytics>Reports> Create Report. Name Report: Scheduled Report for [customer name]. Under Type, choose Individual. Schedule: click on ...