Stay on top of critical events with alerts conveniently displayed on the Atera Dashboard, Alerts page, and within the Site page (Alerts tab). Receive alert emails, automate ticket creation based on severity, and enable sound alerts for immediate notification. Customize your alert settings from Admin > Alert settings for all sites or from the Site page for specific sites and their folders.
Stay on top of critical events with alerts conveniently displayed on the Atera Dashboard, Alerts page, and within the Customer page (Alerts tab). Receive alert emails, automate ticket creation based on severity, and enable sound alerts for immediate notification. Customize your alert settings from Admin > Alert settings for all customers or from the Customer page for specific customers.
Note: To activate alerts, please create an alerts 'threshold profile' and assign it to your site(s)customer(s).
Configure alert settings for all sites
Configure alert settings for all customers
Configure global alert settings to ensure a uniform response for all sites. This includes setting the designated email(s) for alert notifications, threshold categories for automatic ticket opening, and alert sounds.
Configure global alert settings to ensure a uniform response for all customers. This includes setting the designated email(s) for alert notifications, threshold categories for automatic ticket opening, and alert sounds.
Note: It's not possible to customize the email notification received by configuring your alert settings.
Set email addresses for receiving alerts
Add email addresses for receiving alerts. Once set, this can then be used as a default for all new sites, and can also be applied to all existing sites. To prevent mailbox spamming, one email notification will be sent per hour for each recurring alert.
Add email addresses for receiving alerts. Once set, this can then be used as a default for all new customers, and can also be applied to all existing customers. To prevent mailbox spamming, one email notification will be sent per hour for each recurring alert.
Note: Alerts created via API will not send an email notification.
To set email addresses for receiving alerts:
1. Go to Admin > Monitoring and automation > Alert settings.
The Alert settings page appears.
2. Toggle on Email alerts.
3. In the Sent to field, enter the email address(es) for receiving alerts. Click + Add to add more recipients.
4. Under Sent on, configure which alert types trigger an email notification:
- Severity: Check Critical and/or Warning to receive emails for the respective alert severity levels.
- Status: Check Resolved to also receive an email when an alert is resolved.
Note: The Sent on setting filters email alerts by the selected severity and status only.
5. Under Email alert sent time, optionally restrict the hours during which alert emails are sent:
- Leave the toggle off to receive alert emails at any time (24 hours).
- Toggle on Send emails only between and set the start and end times to limit delivery to a specific window.
6. To apply these global settings to all existing sites, click Update all under Customer settings update. When prompted, click Update to confirm.
6. To apply these global settings to all existing customers, click Update all under Customer settings update. When prompted, click Update to confirm.
Note: This will reset all existing site-level settings and apply the new global settings. Sites added after this configuration will not be affected — return to this page and click Update all again to include them.
Note: This will reset all existing customer-level settings and apply the new global settings. Customers added after this configuration will not be affected — return to this page and click Update all again to include them.
Select sound for incoming alerts
Enable sound alerts to receive an audible notification whenever a new alert comes in.
To set the sound for incoming alerts:
1. Go to Admin > Monitoring and automation > Alert settings.
2. Toggle on Sound alerts.
3. Select a sound from the Critical and Warning dropdown menus. Click the speaker icon next to each dropdown to preview the selected sound.
Notes:
- Sound alerts will be heard once per alert-check cycle.
- Sound alert settings are unique per user.
Automate ticket creation by alert severity
Set alerts to automatically create tickets for your sites to save time and streamline support operations.
Set alerts to automatically create tickets for your customers to save time and streamline support operations.
Note: To set automated ticket creation on alerts, you'll first need to create an alert threshold profile.
To streamline your workflow, it's crucial to associate alerts with a user and site to avoid manual assignment of 'Undefined' tickets. Setting up a main user for each site and assigning individual users to their respective devices ensures a smoother experience. Once this association is established, you can proceed to configure automated ticket creation for efficient handling of alerts.
To streamline your workflow, it's crucial to associate alerts with a contact and customer to avoid manual assignment of 'Undefined' tickets. Setting up a main contact for each customer and assigning individual contacts to their respective devices ensures a smoother experience. Once this association is established, you can proceed to configure automated ticket creation for efficient handling of alerts.
To automate ticket creation by alert severity:
1. Go to Admin > Monitoring and automation > Alert settings.
2. Toggle on Automated ticket creation.
3. Select the sites from the Critical and Warning dropdown menus. You can select multiple sites for each severity level.
3. Select the customers from the Critical and Warning dropdown menus. You can select multiple customers for each severity level.
When a critical or warning alert is generated for the selected sites, a ticket will be created automatically.
When a critical or warning alert is generated for the selected customers, a ticket will be created automatically.
Configure alert settings for a site and its folders
Set up custom alert settings for each site to tailor responses to its unique needs. Assign specific email addresses for notifications, adjust thresholds for ticket generation, and choose distinct alert sounds. You can customize alerts for the entire site or for specific folders to ensure precise and timely responses.
Note: The settings configured here will supersede the global configurations set in Admin > Monitoring and automation > Alert settings.
Configure alert settings for a site
To customize alert settings for a site:
1. From Sites (on the sidebar), select the site.
The Site page appears.
2. From the Alerts tab, click Alert Settings > Manage site.
The Alert Settings window appears.
3. Toggle on Enable alert settings.
4. Configure the alert settings:
- Recipients: Enter the email address in the Recipients field. Click the plus and minus icons to add or remove recipients, respectively.
- Triggers: Check Critical, Warning, or Resolved to receive emails for each alert severity and status.
- Timeframe: Decide if you want to be notified of alerts right away or at specific times.
5. Click Apply.
Configure alert settings for a folder
To customize alert settings for a folder:
1. From Sites (on the sidebar), select the site.
The Site page appears.
2. From the Alerts tab, click Alert Settings > Manage folder.
The Alert Settings window appears.
3. Select the folder. Then toggle on Enable alert settings.
4. Configure the alert settings:
- Recipients: Enter the email address in the Recipients field. Click the plus and minus icons to add or remove recipients, respectively.
- Triggers: Check Critical, Warning, or Resolved to receive emails for each alert severity and status.
- Timeframe: Decide if you want to be notified of alerts right away or at specific times.
5. Click Apply.
Configure alert settings for a customer
Set up custom alert settings for each customer to tailor responses to their unique needs. Assign specific email addresses for notifications, adjust thresholds for ticket generation, and choose distinct alert sounds. You can customize alerts for the entire customer or for specific folders to ensure precise and timely responses.
Note: The settings configured here will supersede the global configurations set in Admin > Monitoring and automation > Alert settings.
Configure alert settings for a customer
To customize alert settings for a customer:
1. From Customers (on the sidebar), select the customer.
The Customer page appears.
2. From the Alerts tab, click Alert Settings > Manage customer.
The Customer alert settings window appears.
3. Toggle on Enable alert settings.
4. Configure the alert settings:
- Recipients: Enter the email address in the Recipients field. Click the plus and minus icons to add or remove recipients, respectively.
- Triggers: Check Critical, Warning, or Resolved to receive emails for each alert severity and status.
- Timeframe: Decide if you want to be notified of alerts right away or at specific times.
5. Click Apply.
Configure alert settings for a customer folder
To customize alert settings for a folder:
1. From Customers (on the sidebar), select the customer.
The Customer page appears.
2. From the Alerts tab, click Alert Settings > Manage folder.
The Folder alert settings window appears.
3. Select the folder. Then toggle on Enable alert settings.
4. Configure the alert settings:
- Recipients: Enter the email address in the Recipients field. Click the plus and minus icons to add or remove recipients, respectively.
- Triggers: Check Critical, Warning, or Resolved to receive emails for each alert severity and status.
- Timeframe: Decide if you want to be notified of alerts right away or at specific times.
5. Click Apply.
Set a main user for a site
1. From Sites (on the sidebar), select the site.
The Site page appears.
2. From the Users tab, select the user (or create a new one).
The User page appears.
3. On the left-hand side, under Permissions, check the Set as main user checkbox.
All alerts received (and tickets automatically opened) will be assigned to the correct site and user.
4. Under Related agent, click Select agent.
The Select agent window appears.
5. Select the agent from the dropdown menu.
The user is now assigned to the agent/device.
Now you can set up your automated ticket creation.
Set a main contact for a customer
1. From Customers (on the sidebar), select the customer.
The Customer page appears.
2. From the Contacts tab, select the contact (or create a new one).
The Contact page appears.
3. On the left-hand side, under Permissions, check the Set as main contact checkbox.
All alerts received (and tickets automatically opened) will be assigned to the correct customer and contact(s).
4. Under Related agent, click Select agent.
The Select agent window appears.
5. Select the agent from the dropdown menu.
The contact is now assigned to the agent/device.
Now you can set up your automated ticket creation.
