Assign a Threshold Profile to a Customer or Agent

A 'threshold profile' determines the alerts you receive about your customer’s devices. It can be customized by many parameters (memory usage, CPU load, etc) as well as by the alert types you receive on each (information, warning, critical). 

A basic default threshold profile (set with Atera presets) is automatically assigned to all newly installed agents. However, you can edit the threshold profile or create a new one.  After creating a new profile, you must assign it to your customer(s) for it to take effect. 

In this article, you'll learn how to assign a threshold profile to a customer, or to an individual agent. You can apply the threshold profile at the 'customer' level or to an individual agent/workstation. Note that agents added with customer details included automatically receive the default threshold profile of that customer. 

To assign a threshold profile to a customer:

1. From the side panel, click Customers. Then select the relevant customer.
The Customer page appears.

2. Navigate to the Devices tab > All tab.

3. Select the specific device(s) by checking the checkboxes next to the devices.

4. Then click the Assign Threshold Profile icon () from the row of icons above.

The Select Threshold Profiles screen appears.

5. Select the desired threshold profile, then click Apply.

The threshold profile is now assigned to the selected device(s). 
Note: You can see which threshold profile is assigned to the agent under Threshold Profile in the Profiles section (within the agent dashboard).

To assign a threshold profile to an individual agent:

1. From the Devices page, select the agent/device to access the agent dashboard.

2. Click Manage next to Threshold Profile (in the Profiles section).

3. Select the threshold profile from the dropdown menu, and click Apply.

The new threshold profile is now assigned to the agent.

Note: You can also set the threshold profile for all your customers' devices by checking the Select All checkbox, clicking the Assign Threshold Profile icon () on the Devices page, and selecting the threshold profile.