A Site in Atera is the base entity, and all other functionalities rely on the correct initial creation of the site(s). Once you've created a site, you can add associated users and devices, install Atera agents, and monitor your organization's devices.

Create a site

A Site in Atera refers to a branch or office location. All of the users and devices your IT department supports are grouped within the appropriate site(s) for optimal management, organization, and efficiency. This section describes how to manually create a site in Atera. You can also import sites via CSV file

To create a site:

1. From Sites, click New site.

The New site page appears.

2. Enter a Site Name (and any other details by clicking Show more). Then click Create.

The new site is created and appears on the Sites page.

Add users

Users refer to the employees and others at your organization, who receive support from the IT department. There are a number of ways you can add users to Atera. You can add them manually, import them via CSV file, or import them your Azure Active Directory database. This section describes how to add users manually.

To add a user:

1. From the site > Users page, click Manage users > New user.

The New User form appears.

2. Fill in the form:

• Site, Name, and Email are mandatory fields. 
  • Additional email addresses can be assigned to the user later. Learn more
• Department: You can assign the user to a department. Learn more
• Agent: This field enables you to match the user with their computer, which you can select from the dropdown list. 
  • Additional agents can be assigned to the user later. Learn more
• Checkbox (Main Site Contact): This enables you to designate the user as the main site contact for the site.
• Checkbox (Disable automatic ticket creation...): By default, Atera automatically creates tickets when users send emails to the support address. Check the box if you wish to disable this feature for the particular user.

3. Click Create.

The new user is added.