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Notification alerts for contracts about to expire

To set up notification alerts follow the steps below:

1. From the left hand panel click Admin
2. Then click Settings
The System Settings page displays.
3. Click the Expirations tab
Expiration Contract Options

Use the dropdown to set a notification to be sent when a contract is due to expire within:

  • 1 Week
  • 2 Weeks
  • 1 Month
  • 2 Months

When a contract hits the selected expiration warning date a notification will appear in the Atera notification area as below:

Expiration Email Alert

Optionally setup email alerts to one or more addresses by entering the email address and clicking the + button.

Use the - button to remove email addresses as required.

4. After setting options click Save

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