RMM fundamentals: agents, onboarding and policies
What an RMM agent does, how a device ends up under the right customer and site, how policies and their inheritance decide what happens on each device, and how to offboard devices and customers cleanly. Applies whatever RMM product you use.
- Level
- Beginner
- Length
- About 50 minutes
- Contents
- 3 lessons · final exam
- Status
- Published · updated 1 Oct 2026
Skills you'll practise
- Explain what an RMM agent does and what stops working when it is offline or removed
- Onboard a device so it lands under the correct customer and site, and verify the placement
- Predict which settings a device receives from layered policies, inheritance and overrides
- Choose between changing a shared policy and adding a narrow, documented override
- Offboard a device or a whole customer so no agent, access or stale record is left behind
Course outline
- 1.What the agent doesLesson · 15 min
- 2.Onboarding devices to the right placeLesson · 12 min
- 3.Policies, inheritance and offboardingLesson · 18 min
- 4.RMM fundamentals: agents, onboarding and policies: knowledge checkKnowledge check · 15 questions
- 5.New branch PCs patching in the wrong windowScenario
- 6.Final exam8 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.
- CISA and partners: Protecting Against Cyber Threats to Managed Service Providers and their Customers (AA22-131A, 2022)
- NIST SP 800-53 Rev. 5: Security and Privacy Controls (AC-6 Least Privilege, IA-2 Identification and Authentication incl. IA-2(1) MFA to privileged accounts, AU-2 Event Logging, AU-6 Audit Record Review)
- General MSP remote monitoring and management practice
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.