Datto RMM: sites, policies, monitors and components
How Datto RMM organizes devices in sites, site groups, filters and groups; how global and site policies target devices; how monitors raise alerts, auto-resolve and create PSA tickets; how patch management and Windows Update policies work; and how components, jobs, Web Remote, security levels, 2FA, the activity log and device deletion fit together.
- Level
- Intermediate
- Length
- About 50 minutes
- Contents
- 3 lessons · final exam
- Status
- Published · updated 1 Oct 2026
- Datto RMM
Skills you'll practise
- Install agents into the correct site and use new device approval where it fits
- Target policies with filters, device groups and site groups, and explain global versus site policies
- Configure a monitor's priority, auto-resolve and response (including PSA ticket creation)
- Explain how patch management policies approve patches and what the default patch policy does
- Use ComStore components and jobs safely, and choose between a job and a quick job
- Set security levels with least privilege and find actions in the activity log
Course outline
- 1.Sites, filters, groups and enrolling devicesLesson · 16 min
- 2.Policies, monitors and alertsLesson · 17 min
- 3.Patching, components, remote access and accountabilityLesson · 17 min
- 4.Datto RMM: sites, policies, monitors and components: knowledge checkKnowledge check · 16 questions
- 5.Final exam12 questions · passing it completes the course, so people who already know the material can test out
Sources it draws on
The lessons and questions are written from these references, so learners can go back to the original.
- Datto RMM help: Sites
- Datto RMM help: Site groups
- Datto RMM help: Device filters
- Datto RMM help: Device groups
- Datto RMM help: Add a device
- Datto RMM help: Device approval
- Datto RMM help: Policies
- Datto RMM help: Monitors
- Datto RMM help: Alerts
- Datto RMM help: Patch management
- Datto RMM help: ComStore
- Datto RMM help: Jobs overview
- Datto RMM help: Quick jobs
- Datto RMM help: Web Remote
- Datto RMM help: Security levels
And 3 more.
See it with your own jobs and topics
Tell us about your team and we'll walk you through setup, from choosing jobs to your first skills check.