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Create a Customer

After registering your Atera account the most important step is to create a Customer.

A Customer in the Atera system is the base entity and all other functionality relies on the correct initial creation of customers. Once you create your customer you can add contacts and devices to the Customer, download an agent and begin monitoring in Atera.

Note: In Atera COMPANY = CUSTOMER

To create a Customer follow the steps below.

 
1. Click the + sign in the top right of the screen to enable the dropdown menu. 
 
2. Then select New Customer
3. The Add Customer form displays. Follow the three steps in the box on the left to add a customer.
 
Note: Mandatory fields are marked with a red *

6. Enter the:

  • Customer Name (your company name)
  • Domain (best practice to add this in. Will automatically recognize emails from your clients and associate them as company contacts)
  • Rank
  • Threshold Profile
  • Customer details

Click Next

 
7. Add a Contract for the Customer. Enter the contract details then click Next
Note: SLA (Service Level Agreement) determines initial response time and expected close time for a ticket.
8. Select SLA. The default is None

9. Select the Default SLA and click Finish

Note: A new SLA profile can be assigned later if required.

You have now finished the create customer procedure. The newly created Customer is displayed on the Customers form.

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