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Customers

You can push settings to customers that are added to a template.

When you add a customer to a template, all the base policies and settings covered by the template are locked. They take effect when you push the template.

Customers you add won't be able to change any base policies or custom global settings shown in the template.

To change the list of customers:

  1. Click Edit customers.
  2. Select customers in the Available managed customers list and add them to the Assigned customers list. Available managed customers are customers that are managed by a partner and not assigned to any other template.
  3. You can remove customers by selecting them in the Assigned customers list and adding them to the Available managed customers list.
  4. Click Save.
  5. Click Push to customers. Pushing a template can take a few minutes.