How can we help?

Was this helpful?

2 out of 3 found this helpful

Password Manager

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. This article explains how to:

Add a Password
View, Edit or Delete Passwords

Add a Password

Passwords can be added on a device console, customer, or contact page.

To add a password on a device console:

1. From the specific device console, click the Edit dropdown menu.

2. Hover over Password Manager, and click Add Password

The Add Password form appears.

3. Fill in the form:

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.

Complete the other fields as required.

4. Click Save

The password is saved.

To add a password on a customer page:

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

The customer's page appears.

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

The Add Password form appears.

3. Fill in the form and click Save.

Note: You can associate the password with a customer, contact, agent, or any non-agent device.

The password is saved.

To add a password on a contact page:

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

The customer's page appears.

2. Click on the Contacts tab, then the specific contact.

The contact page appears.

3. Click on the Password Manager tab, then the 'plus' icon.

The Add Password form appears.

4. Fill in the form and click Save.

Note: You can associate the password with a customer, contact, agent, or any non-agent device.

The password is saved.

View, Edit or Delete Passwords

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

To manage passwords on a device console:

1. From the specific device console, click the Edit dropdown menu.

2. Hover over Password Manager, and click View Password

The Password Manager appears, and the passwords are displayed. Password details can be viewed by clicking the expansion arrow.

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.

Note: Passwords can also be managed on customer and contact pages, by selecting the Passwords, or Password Manager tab respectively.

Customer page:

Contact page:

Still have a question? Contact us

Ilana Wolf

June 10, 2021 14:15