My profile

Effortlessly customize your profile to fit your style. Start by updating technician details, such as email address, role, profile picture, and more. Then, select your preferred platform language and set your ideal home landing page for a more personalized experience. And to truly leave your mark, add a unique personal touch with a custom ticket signature.

My profile

Click your profile picture (top right). Then select My Profile.
Note: Those with Admin permissions can also access the My Profile page from Admin > My account > My Profile.

The My Profile page appears.

Technician details

Change profile pic

1. Click the profile picture. Then click Change profile picture.

2. Select the image from your device.

The profile pic is updated.

Edit technician details

Click Edit to update the email address, assign a new role (set of permissions), name, phone number, and password. 

The Edit technician page appears.

Update email address

To edit the email address:

1. Click Change username.

The Change username window appears.

2. Update the email address. Then click Apply.

Assign a role

1. Click Manage.

The Assign role window appears.

2. Select a role from the dropdown menu. Then click Apply.

Edit a role

1. Click the role title (e.g., Admin, Technician).

The Role page appears.

2. Select a role from the dropdown menu. Then click Apply.

For more information, see Create user roles and permissions

Update name and phone number

Whether a technician is eluding pursuit, secured in witness protection, or stepping in for another, editing personal information is easy.

Click in any of the first name, last name, and/or phone number fields to edit the info. Then click Save.

Update password

1. Click Change password.

The Change password window appears.

2. Enter the new password and confirm it. Then click Apply.
Note: Set a minimum 12-character password, including a mix of: upper/lowercase letters, numbers, and symbols (e.g., Æ, ñ, !, ₥, λ).

Platform preferences

Customize your Atera experience by selecting your preferred language and default home landing page.

Set your preferred language:

1. Click the Preferred language dropdown menu and select:

• English
• French
• German
• Italian
• Spanish

2. Click Save (top right).

Your selection will ensure that all information is presented in your chosen language.

Choose your default page:

1. Click the Default page dropdown menu and select:

• Dashboard
• Tickets
• Customers
• Devices
• Alerts

Your selection will be saved and set as your landing page for all future logins.

2. Click Save (top right).

Personal ticket signature

Create that personal touch by letting customers know who they're communicating with, and how to get in touch if needed, by including your personal ticket signature in ticket communications.

To set your personal ticket signature:

Enter your personal ticket signature (feel free to include images, insert links, etc). Then click Save (top right).

Your personal ticket signature will now appear in assigned ticket communications.