NetLock RMM Documentation

Welcome to the NetLock RMM user manual. This site covers everything an IT administrator or MSP technician needs to install, configure, and operate a fleet of devices with NetLock RMM, from the first login through advanced automation and reporting.

The manual is organised into five parts. Start with Part I if you are new to the product; jump directly to Part II or Part III if you already know the core concepts and want a specific feature or task.

Part I — Getting Started & Concepts

Orientation material. Read this part before touching the Console if you are new to NetLock RMM.

• 1.1 What is NetLock RMM? — product overview, deployment modes, and who the product is for.
• 1.2 Core Concepts — tenants, locations, groups, agents, policies, Collections, and permissions.
• 1.3 First-Run Walkthrough — from first login to the first device under management in under an hour.
• 1.4 Navigating the Console — layout, navigation menu, tenant selector, dark mode, and help.

Part II — Console Reference

One chapter per top-level menu group. Use this part when you need to know what a specific page or dialog does.

• Chapter 2 — Dashboard
• Chapter 3 — Devices
• Chapter 4 — Tenants, Locations & Groups
• Chapter 5 — Automations
• Chapter 6 — Policies
• Chapter 7 — Patch Management
• Chapter 8 — Collections
• Chapter 9 — File Server & Monitoring
• Chapter 10 — Tickets (Optional module)
• Chapter 11 — Reports
• Chapter 12 — Events & Audit
• Chapter 13 — AI Chat
• Chapter 14 — Users & Roles
• Chapter 15 — Community (Optional module)

Part III — How-To Guides

Task-oriented recipes. Each guide is short, prescriptive, and links back into Part II for concept reference.

The guides cover deploying the first agent, building and applying a policy, configuring Windows Defender, setting up patching, writing a PowerShell script, deploying software with App Hub, restricting USB devices, configuring notifications, enabling SSO, branding the Console, running compliance reports, remote-controlling a device via relay, upgrading NetLock RMM, replacing the Members Portal API key, reloading licence information after a renewal, and installing the server with Docker.

Part IV — Administration

Deeper reference material for system operators. Covers licensing, updates, database management, security (SSO, IP whitelist), globalization, whitelabeling, remote screen control, notification channels, logging, system settings, AI / LLM configuration, and content defaults.

Start with A.1 System overview & licensing.

Part V — Appendix

Reference tables and quick lookups.

• X.1 Glossary
• X.2 Permission reference
• X.3 Troubleshooting
• X.4 Keyboard shortcuts
• X.5 Integration endpoints
• X.6 Changelog pointer
• X.7 Feature matrix

Conventions used in this manual

• UI labels, routes, and permission flags appear in backticks: Settings → SSO, collections_application_control_manage.

• Navigation paths use → to separate menu levels.

• Callouts flag important information:

  Note: Informational aside worth reading. Tip: Shortcut or recommendation. Warning: Action you probably do not want to take by accident. Optional module: Content only applies when a particular module is enabled.

• Keyboard shortcuts use <kbd> tags, for example Ctrl + K.