Home → CIT (UK) Own Services → Install Remote Management Agent (RMM) → RMM Portal: First-time account activation and sign-in (with 2FA)

7.2. RMM Portal: First-time account activation and sign-in (with 2FA)

1) Invitation email

• You will receive an invitation email from noreply@remote.management.

• Subject line will be similar to: “Welcome to your new MSP Remote Monitoring & Management account”.

• Open the email and select “click this link” to begin activation and set your password.

Commentary (security)

• Treat this as a login invitation. If the sender address is not noreply@remote.management, or the email looks unusual, do not proceed—contact CIT (UK).

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2) Create your account (name + password)

After clicking the link, your browser opens the Create Your Account page.

Complete the required fields:

• First name

• Last name

• Password

• Confirm password

Password requirements shown on the page:

• Minimum 8 characters

• At least 1 capital letter

• At least 1 number

Select Create Account once all fields validate (the red warnings disappear).

Commentary

• The email address is pre-filled and cannot normally be changed. If it’s wrong, stop and ask CIT (UK) to resend the invite to the correct address.

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3) Set up Two-Factor Authentication (2FA)

2FA is mandatory to access the service.

If you do not already have an authenticator app installed, the setup page lists supported options:

• Google Authenticator

• Duo Mobile (recommended)

• Authy

• Microsoft Authenticator

Install one on your phone, then select Next and follow the on-screen prompts to add the account to your authenticator app.

Commentary

• Duo Mobile is recommended because it is straightforward and widely used in managed environments.

• Keep the authenticator on a device you control. If you replace your phone, you will need the recovery method below.

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4) Record your recovery code (important)

Once 2FA is configured, you will be shown a Recovery code and options such as Copy recovery code / Download code, plus Complete setup.

Do one of the following:

• Copy the recovery code into your password manager, or

• Download and store it in an approved secure location.

Then select Complete setup.

Commentary (critical)

• The recovery code is effectively a spare key to bypass 2FA. Store it like a password.

• Do not email it, do not put it in shared documents, and do not store it in plain text on a desktop.

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Using the Monitoring & Management Dashboard

After setup, you can log in and access the dashboard.

Left-hand navigation

• All Devices: primary device list and monitoring view.

• Dashboards: overview panels for status, health, and key metrics.

• Integration Hub: integrations and connected services (where enabled).

Main device view layout (All Devices)

• Site tree (left pane): your organisation and site(s) (e.g., location/site name).

• Device list (top/right pane): devices within the selected site, with status indicators.

  • Tabs along the top may include Servers, Workstations, Mobile Devices, Network Devices, Networks.

• Detail panel (bottom pane): deeper info for the selected device, typically via tabs such as:

  • Summary, Outages, Checks, Notes, Tasks, Assets

Commentary

• Day-to-day use is usually: select a site → select a device → review Checks and Outages → add Notes or create Tasks where required.

• Use the search/filter controls in the device list to quickly locate endpoints.

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Common issues (quick fixes)

• No invitation email received: check junk/quarantine for noreply@remote.management; request CIT (UK) to resend the invite.

• Create Account button stays greyed out: one or more fields still failing validation (usually password rules or missing first/last name).

• 2FA not working after phone change: use the stored recovery code; if unavailable, CIT (UK) will need to reset 2FA for the account.