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Set up an Outlook 365 Email Forward

Email is one way your customers can open support tickets, as well as communicate with you to get their issues resolved. Additionally, your support email can be set to automatically create tickets within the platform. Accepting support requests via your own Domain external email addresses is supported. If you already have an email address for support, you can forward emails received at those addresses to your Atera provided email address. For example, you can receive support requests at support@your-domain.com  which will be forwarded to companyname@ticketing.atera.com.


If your email is hosted by Outlook 365, you can set up a simple email forward or a distribution group forward.


To set up a simple email forward:


1. Sign into Office 365.

2. Click the settings icon (at the top of the page) and select Mail.


3. Select Forwarding (if 'Forwarding' isn't there, it may not be available for your account).


4. Select the Start Forwarding option. Enter your Atera 'Auto-generated Email' in the box.

Note: You can find your Atera Auto-generated Email by logging into Atera and going to Admin > Email Settings




To set up a distribution group forward:

1. On Outlook 365, create a new Distribution group and name it: Support Address.

Note: In "delivery management" select the "Senders inside and outside of my organization" checkbox.

2. Create a new contact and name it: Atera Support Email.
3. Enter your Atera auto-generated support email address (e.g. companyname@ticketing.atera.com) from the Atera platform's Email Settings page (Admin > Email Settings).
4. Add the new contact into the Support Address group.

5. Click Save.

6. Additionally, you'll need to add your external email address as a support address in Atera. See Forward your support email to Atera.



Using your own Domain for your external email address for support requests

To use your domain: 

1.On the Atera platform, click on Admin (in the side panel) > Email Settings

The Email Settings page appears. For full instructions on completing this page, click here


2. In the SMTP Settings (Optional) section, enter the SMTP server address in the SMTP Server Address text entry box.

3. Enter the SMTP port number in the SMTP Port text entry box.
4. Enter the user name in the Username text entry box.
5. Enter the password in the Password text entry box.

6.  Specify whether you wish to use secured SMTP (SSL/TLS) or not by selecting Yes or No option in the Use Secured SMTP (SSL/TLS) field.



7. Add the mailbox under the group delegation.


8. Click Update.

The email update will be configured.
To learn how to setup and add dynamic fields to email templates click here.


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