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Activate Customer Portal

This procedure will teach you how to activate a customer portal in Atera. A customer portal is a page where your customers can create, view and track tickets, reply to tickets and view articles and support materials.

 

1. From the left hand panel click Admin.

 

 

2. Then click Portal Settings. The Portal Settings page appears.

 

 

3. In the Portal Domain Name field enter your support site.

 

Note: This is the site you will give to customers so they can login, see and track tickets, reply to tickets, comment and view articles.

 

4. Click Update

A Changes were Successfully Saved message appears.
From the Portal Settings page, you can define the portal domain name and portal language (Currently, Atera supports English, Spanish, Dutch, German, Canadian French, Portuguese, Thai, and Hebrew).

 

Note: You will also need to go to your DNS host provider e.g. godaddy and create a Cname record from that directs to your specified Portal Domain Name.

 
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