Manage passwords

Stay organized with Atera's 'Password Manager', which enables you to add and associate an unlimited number of passwords with devices, customers, or contacts. Now you can keep track of all passwords associated with each of your customers, for easy access when needed. For security, all passwords are encrypted with AES throughout the system.

Stay organized with Atera's 'Password Manager', which enables you to add and associate an unlimited number of passwords with devices, sites, or users. Now you can keep track of all passwords associated with each of your sites, for easy access when needed. For security, all passwords are encrypted with AES throughout the system.

 

Add a password

Passwords can be added on an agent, a customer, or a contact page.

Passwords can be added to an agent, a site, or a user page.

 

Add a password to an agent

1. From the Devices page (on the side panel), click on the device to which you want to attach a password.

 

The Agent page is displayed

 

2. Now, click on Edit > Password manager > Add Password.

 

The Add password page appears

 

3. Fill in the form and click on Save.

• Description: This is the password description and will appear in the View Password screen, once created.
• Target: Select the association target. You can associate the password with a customer, contact, agent, or any non-agent device.
• Target: Select the association target. You can associate the password with a site, user, agent, or any non-agent device.
• Complete other fields as desired.

Now the password has been saved on the selected device

 

Add a password to a site

Add a password to a customer

1. From the Sites page (on the side panel), click on the specific site.

1. From the Customers page (on the side panel), click on the specific customer.

 

The site's page appears

The customer's page appears

 

2. Click the Passwords tab, then the '+' icon.

 

The Add password page appears.

 

3. Fill in the form and click on Save.

• Description: This is the password description and will appear in the View Password screen, once created.
• Target: Select the association target. You can associate the password with a customer, contact, agent, or any non-agent device.
• Target: Select the association target. You can associate the password with a site, user, agent, or any non-agent device.
• Complete other fields as desired.

The password is saved

 

Add a password on a contact page

Add a password on a user page

1. From the Sites page (on the side panel), click on the specific site.

1. From the Customers page (on the side panel), click on the specific customer.

 

The site's page appears

The customer's page appears

 

2. Click on the Users section and select the desired user.

2. Click on the Contacts section and select the desired contact.

 

3. On the User page, go to Password Manager and click on '+' to add a password.

3. On the Contact page, go to Password Manager and click on '+' to add a password.

 

The Add password page appears.

 

3. Fill in the form and click on Save.

• Description: This is the password description and will appear in the View Password screen, once created.
• Target: Select the association target. You can associate the password with a customer, contact, agent, or any non-agent device.
• Target: Select the association target. You can associate the password with a site, user, agent, or any non-agent device.
• Complete other fields as desired.

The password is saved

 

View, Edit, or Delete Passwords

You can view, edit, or delete passwords from a device console, site, or user page.

You can view, edit, or delete passwords from a device console, customer, or contact page.

 

View password from the agent page

1. Access the agent with the saved password, click on Edit > Password > View Password.

 

The Password Manager window appears

 

Password actions include

• Linking to the Domain or Login URL by clicking the    icon.
• Inline editing of fields (editable fields have a blue or red hyperlink).
• Deleting passwords by clicking the  icon.

 

View password from the customer page

1. Access the customer with the password that you want to manage, click on Passwords.

 

Password actions include

• Linking to the Domain or Login URL by clicking the    icon.
• Inline editing of fields (editable fields have a blue or red hyperlink).
• Deleting passwords by clicking the  icon.

 

View password from the contact page

View password from the user page

1. Access the contact with the password that you want to manage, click on Passwords Manager.

1. Access the user with the password that you want to manage, click on Passwords Manager.

 

Password actions include

• Linking to the Domain or Login URL by clicking the    icon.
• Inline editing of fields (editable fields have a blue or red hyperlink).
• Deleting passwords by clicking the  icon.