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Follow a task from its first click to its result. Find setup instructions, field-by-field explanations, and screenshots alongside the steps.
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45 guides01
Getting started
Sign in, set up your team, and enroll your first device.
Get started with RapportGet into the right organization, learn the console, enroll a device, and complete your first support workflow.Sign in, join an organization, and protect your accountCreate or accept an account, complete MFA, add a tested backup authenticator, and recover access when a password or device is lost.Install and enroll the Rapport agentUse an install link, a verified terminal command, or an MDM package, then confirm enrollment and the first heartbeat.
02
Devices & the Agent Workspace
Find a device, inspect its condition, and work through a support conversation.
Use the fleet overviewUse the overview’s fleet summaries and ranked queues to decide which device or alert to investigate next.Find, organize, and select devicesLocate a device, narrow a fleet by its properties, assign users and tags, and carry the exact selection into a task.Inspect and manage one deviceMove from device identity and fresh observations to the right diagnostics, inventory, command, or history view.Diagnose a device in Agent workspaceStart a device conversation, inspect diagnostic activity, review proposed changes, and follow the result in the same thread.Inspect agents and recover device credentialsFind an agent, inspect capability and delivery reports, recover a device, revoke compromised credentials, or erase a retired endpoint.
03
Experience & reporting
Explore experience signals, collect employee feedback, and compare outcomes.
Investigate digital experienceUse score breakdowns, device lists, application stability, connectivity, hardware observations, and history to find a support opportunity.Set up and manage employee surveysAssign recipients, configure the email and schedule, send a test, follow invitations, and read employee responses.Complete an employee experience surveyFollow your invitation, rate your work technology, describe any friction, and confirm that your feedback was submitted.Use outcome analysis and reportsUse Service Desk, Security Ops, People Ops, FinOps, and Executive views to inspect the records behind operational measures.Assess configuration performance and costChoose an observation window and cohort size, compare observed operation runtimes, and inspect the assumptions behind an optional cost estimate.
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Alerts & resolution
Set alert conditions, investigate a problem, and review a proposed fix.
Triage, acknowledge, and resolve alertsFind the alerts that need attention, inspect the rule and supporting measurements, and record a deliberate triage decision.Configure detectionsTurn shipped detections on, tune organization settings, or define a new metric, probe, script, or event detection.Review device-assistant findingsFind assistant work that needs a person, open the exact device conversation, inspect its evidence, and choose a separate response.Create and govern automation rulesDefine what happens when a detection fires or on a schedule, constrain its device scope, and verify its observed results.Review and decide command approvalsInspect a pending command or remediation request, make an eligible approval decision, and follow its separate execution result.
05
Remote operations
Run scripts and commands, manage schedules, and follow results.
Find assistant sessions and review usageLocate a conversation that needs review, open its device transcript, and interpret session analytics using the correct time and filter scope.Monitor current RMM operationsInspect the loaded device heatmap, prioritize recent alerts, and examine or cancel an active command.Run a script, command, or agent updateComplete What, Where, and Review & run to dispatch a deliberate operation to one device or a batch of up to 200.Create, test, version, and run scriptsBuild an executable library entry with explicit parameters, test the current editor contents on one device, and inspect saved versions and results.Schedule a governed script ruleCreate a time-zone-aware schedule, scope it to devices, add an eligible script, and review projected and actual runs.Follow batch progress and execution resultsFind a batch, inspect per-device approvals and output, and distinguish cancellation from a tenant-wide delivery stop.Send files, fetch logs, and use remote terminalTransfer a file using the permitted device paths, verify its result, and open a consent-based terminal where the deployment supports it.
06
Patches, software & releases
Plan deployments and track installation and rollout progress.
Assess and deploy patchesReview missing updates and risk, configure a staged rollout, inspect gates and device verification, and manage the deployment.Set patch maintenance and reboot policiesCreate a reusable policy specifying automatic severities, a maintenance window, reboot behavior, and endpoint assignments.Inspect software inventory and remove an applicationFind reported applications, compare versions across devices, and select only eligible endpoints for an uninstall request.Define an application in the software catalogSave application identity, platform, install method, package or installer details, and an optional detection path before deploying it.Deploy software and troubleshoot its resultChoose compatible target devices for a catalog application, follow each installation or removal, and retry only a diagnosed failure.Approve and monitor an agent releaseChoose adoption mode and maintenance times, approve an exact policy revision, and verify device update attempts and reported versions.
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Administration & integrations
Configure policies, connections, access, privacy, and organization settings.
Invite people and manage their accessInvite a colleague, verify delivery and acceptance, change a role, and grant the separate workforce analytics capability.Track and revoke install tokensCheck which enrollment secrets remain usable, follow their consumption and expiry, and stop further enrollment without disconnecting existing agents.Configure collection, commands, and rollout policiesCreate a scoped policy and configure each agent module, collection filters, remote-action approvals, and staged updates.Configure the device assistant’s model and limitsSelect the available model, test its key, choose command behavior, and save explicit conversation and output budgets.Enable external integrations deliberatelyFind the integration surface you need, record tenant consent, and combine it with deployment enablement and a scoped API key.Deliver events to Teams, Slack, ticketing, or a webhookCreate a notification destination, subscribe it to the right rule, detection, and assistant events, and verify delivery.Connect an ITSM platform and verify deliveryComplete the six-stage connection wizard, map device fields, configure synchronization, and verify external records and remediation outcomes.Add an analytics data connectorEnable the available vulnerability feed, understand scheduled refresh, and identify sources that are not available in this release.Issue, scope, and revoke an API keyCreate a named integration credential with explicit capabilities, copy the one-time secret, and verify its lifecycle.Use the REST reference and make a first requestFind your approved gateway, authenticate, retrieve an endpoint, download the OpenAPI specification, and follow asynchronous device jobs.Find an audit event and export its evidenceFilter recorded organization actions, inspect actor and metadata, and export exactly the verified page you are reviewing.Set organization preferences and approval rulesSet identity, timezone, branding, notification preferences, attention thresholds, and the rules that gate privileged changes.Manage retention and workforce privacySave explicit data-retention periods, verify a cleanup, and control the notice attestation required for workforce activity.Review usage and discuss a plan or pilotInspect current operational usage and open the commercial enquiry route, with clear boundaries on what beta billing provides.
Open these instructions alongside your organization’s Rapport console. Roles, enabled integrations, and device support determine which controls appear. Example screenshots use fictional records.