Help CenterWelcome to your revamped Admin menu — re-engineered to maximize efficiency and productivity! From setting up your account and user permissions, to plotting automations, to overseeing business administration and beyond, this is your celestial compass to effortlessly navigate your Atera universe.
Note:
- This updated Admin menu is being rolled out gradually.
- The Admin menu (both classic and new) is available to Admin users only. Learn more
Search bar
Skip the scroll, find it all! Use the search bar to swiftly explore Admin settings.
My account
Account settings
Customize your account settings.
General
- Company name: The company name will be on your Atera subscription invoices and in the Helpdesk agent. It will also be used when you activate and create an account for one of our App Center integrations and add-ons
- Country: The country is set automatically when creating an Atera account, and cannot be modified. If you need to change it, please contact support
- State/Province: Set your state or province (US only).
- City: Enter your city.
- Address: Enter your address.
- Postal code: Enter your postal code.
- Time zone: View and edit the time zone by selecting from the dropdown menu.
- Language: Set the language for Atera emails, alerts, and reports.
Note: When creating an account with one of our add-ons (Acronis, Bitdefender, etc), ensure all fields above are filled in. If this is not done, it may not be possible to set up an add-on account.
Agents
- Retired devices: Define devices no longer in use (based on the agent's 'Last seen' time). Learn more
Tickets
Configure ticket settings. Learn more
Expirations
Set up contract expiration notifications. Learn more
Chat with agent
Use the chat feature for the fastest and most effective way to reach your end users and offer them help. Learn more
Remote access
Customize your remote access settings (Splashtop, AnyDesk, TeamViewer, and ScreenConnect).
Note: Enabling Splashtop or AnyDesk as your default remote access tool will install the selected tool on all existing and new agents.
My profile
Edit the profile picture, details (email address (username), first name, last name, phone number, password — and turn off technician access), preferred language, and personal ticket signature (this signature will show up in any replies to customer tickets).
Subscription
Adjust your Atera subscription, review invoices, and review App Center subscription information. Learn more
Tax administration
If your business is sales tax exempt (nice!), upload your exemption certificate and enter the certificate's expiration date. Learn more
Users and security
Technicians
Add, view, disable, assign, or edit technicians. Learn more
Access roles
Add, view, or edit roles (user permissions). Learn more
Security and authentication
Access list
Enable and enter IP addresses to limit logging in to Atera from specific IP addresses only.
Authentication
- Two-factor authentication: Enable 2FA to log in with an authentication app (e.g., Google Authenticator). Learn more
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Single sign-on: Enable single sign-on (SSO) to connect either your Azure AD or OIDC account to Atera.
Note: SSO is available to Atera Superpower and Enterprise users.
Audit log
View and export user audit logs. Learn more
Monitoring and automation
Patch management and IT automation
Automate maintenance tasks on your monitored workstations and servers. Learn more
Configuration policies
Create and manage agent policies. Learn more
Scripts
My scripts
Create, upload, and edit scripts, and share them with the Shared Script Library.
Shared Script Library
You can clone and modify scripts, or share your own and help the community.
Note: Shared scripts are checked for malware; however, they are provided “as is” and should be used at your own discretion.
Thresholds
Add, view, or edit alert threshold profiles. Learn more
Alert settings
Customize your alert settings.
Note: To activate alerts, create a threshold profile and assign it to your users
Customize your alert settings.
Note: To activate alerts, create a threshold profile and assign it to your customers
SNMP templates
My SNMP Templates
Add and edit SNMP device templates and share it with the Shared SNMP Template Library. Learn more
Shared SNMP Template Library
Clone SNMP templates (and give em a thumbs-up if they're useful).
Note: We recommend reviewing templates before applying to your devices
Software management
Software bundles
Create software bundles for swift group installation via Chocolatey (Windows), Homebrew (Mac), and your private repository. Learn more
Software repository
Upload software and manage your NuGet repository for streamlined software deployment. Learn more
Note: This feature is currently available to select Atera design partners.
Network Discovery alerts
Set alerts on your Network Discovery scans. Learn more
Remote access settings
Customize your remote access settings (Splashtop, AnyDesk, TeamViewer, and ScreenConnect).
Note: Enabling Splashtop or AnyDesk as your default remote access tool will install the selected tool on all existing and new agents.
Support and ticketing
Email settings
Customize your support email settings. Learn more
Ticket automation rules
Add, view, or edit rules that perform actions based on ticket activity or time passed. Learn more
Ticket settings
Configure ticket settings. Learn more
Email templates
Add, view, and edit email templates. Learn more
Quick Reply templates
You can create Quick Reply templates to save time when replying to customer support tickets. Learn more
Calendar integration
Employee service
Service Portal
The Service Portal allows end users to create tickets, check their status, and access knowledge base articles. Learn more
White label
Add your logo and branding to your Service Portal, the Helpdesk agent logo, as well as reports and invoices.
Knowledge base
Set up a general knowledge base containing support articles, and other useful information, or a customized knowledge base for a specific site. Learn more
Customer service
Customer Portal
The Customer Portal allows end users to create tickets, check their status, and access knowledge base articles. Learn more
White label
Add your logo and branding to your Customer Portal, the Helpdesk agent logo, as well as reports and invoices.
Knowledge base
Set up a general customer knowledge base containing support articles, and other useful information, or a customized knowledge base for a specific customer. Learn more
Data management
Custom fields
Add, view, or edit custom fields. Learn more
Custom assets
Asset types
Create and store additional information about your assets. Learn more
Asset fields
Add fields to get more details about assets. Learn more
API
Extend Atera’s functionality to easily integrate with your accounting system, enhance your team’s productivity, and create seamless integrations. Learn more
Import data
Import your site and/or user information (in bulk) to Atera. Learn more
Import your customer and/or contact information (in bulk) to Atera. Learn more
Business administration
Contracts
Create, view, and edit contracts. Learn more
Service Level Agreements (SLAs)
Add, view, or edit SLAs. Learn more
Business hours
Add, view, and edit your business-hour calendars. Learn more
Accounting
Accounting software integration
Sync Atera with your accounting software (QuickBooks Online or Xero) to simplify and streamline your business processes.
Invoice settings
Enter your company details to be displayed on invoices.
Products and expenses
Add, view, or edit rates for products and expenses. Learn more
Contract rates
Add, view, or edit your service rates (for inclusion in contracts).
Contract expiration
Set up contract expiration notifications. Learn more
Taxes
Add, view, or edit tax rates (for inclusion in contracts/invoices). Learn more
Tax types
Add a tax based on current state, city, and county tax information.
Products and services
Assign labor (e.g. support hours), product or expense categories (e.g., hardware) to a tax type.
App Center
App Center settings
The App Settings page displays a list of all the apps you've activated, along with their activation status (Activated, Pending, Trial) and available actions (e.g., delete account). Learn more
Return to the classic Admin page
"Without change something sleeps inside us, and seldom awakens. The sleeper must awaken.” - Frank Herbert
If you're still not convinced (the quote is a bit of a stretch, admittedly), click the ellipses icon at the top of the Admin menu. Then click Classic UI.
The Atera app refreshes. You can return to the new Admin menu by clicking Switch to new Admin at the top of the classic Admin page.
Julian Kudo