A 'threshold profile' determines the alerts you receive about your site’s devices. It can be customized by many parameters (memory usage, CPU load, etc), as well as by the alert types (information, warning, critical) you receive. 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 agents, folders, or site(s) for it to take effect.

Note: When creating a new site or removing an existing threshold profile from an already established site, the Default Profile is automatically assigned at the site level.

Assign via the threshold profile

1. From Admin (on the sidebar), go to Thresholds.

The Threshold profiles page appears.

2. Locate the profile and click Assign.

The Profile assignment for ‘[profile name]’ window appears.

You can view previous profile assignments for Sites, Folders, and Agents, and assign the current profile to Sites and Folders.

Assign to sites

A threshold profile assigned to a site will automatically be applied to all folders and agents associated with that site — unless excluded.
Note: Agents assigned to a specific site will automatically receive the threshold profile of that site.

1. In the Sites tab, select the site from the dropdown list.

2. Click Add. Then click Save.

The window closes and the profile is assigned to the site.

Assign to folders

A profile assigned to a folder will automatically be applied to all agents within that folder — unless excluded. By assigning a new threshold profile to a folder, you will override any profiles previously assigned at the site level, as well as replace any existing profile assigned to the folder.

1. Select the Folders tab.

2. Select the site from the dropdown list.

3. Select the folder(s) from the dropdown list.

4. Click Add. Then click Save.

The window closes and the profile is assigned to the folder(s).

Assign to agents

The Agents tab in the Profile assignment window lists the agents that were directly assigned the profile.

To manage direct agent assignments, go to the Agent console.

Assign via the Site page

To assign a profile via the Site page:

1. From the Sites page, select the site.

The Site page appears.

Assign to agents

Agents inherit profile assignments from sites or folders. By assigning a threshold profile to an individual agent, you will override the profile assigned at the folder or site levels, as well as replace any existing profile assigned to the agent(s).

1. From the Devices tab, select the agent(s). Then click Assign threshold profile > Assign to selected agents.

The Assign threshold profile window appears.

2. Select the profile from the dropdown menu. Then click Assign.

The profile is applied to the selected device(s).

Assign to folders

Profiles assigned to a folder will automatically be applied to all agents within that folder — unless a different profile is specifically assigned to them. By assigning a new threshold profile to a folder, you will override any profiles previously assigned at the site level, as well as replace any existing profile assigned to the folder(s).

Note: You cannot assign a threshold profile to the default 'Unassigned' folder.

1. From the Devices tab, click Assign threshold profile > Assign to folder.

The Assign threshold profile window appears.

2. Select the folder from the dropdown menu. 

3. Select the threshold profile from the dropdown menu. Then click Assign.

The profile is assigned to the selected folder.

Assign via the Devices page

1. From the Devices page, select the device(s).

2. Click Assign threshold profile.

The Assign threshold profile window appears. 

3. Select the profile from the dropdown list. Then click Assign.

The profile is assigned to the selected agents.

Assign via the Agent console

Agents inherit profile assignments from sites or folders. By assigning a threshold profile to an individual agent, you will override any profiles assigned at the folder and site levels, as well as replace any existing profile assigned to the agent.

To apply a profile to an agent:

1. From Devices (on the sidebar), select the device (agent).

The Agent console appears. 

2. In the Profiles widget, click the edit icon next to the threshold profile.

The Manage threshold profile assignment window appears.

4. Select the threshold profile from the dropdown menu. Then click Apply.

The threshold profile is now assigned to the agent.

Remove profile assignment

Remove via the threshold profile

Remove site and folder assignments.
Notes

• Changes to — or the removal of — profile assignments can also be made in the Agent console, Sites page, and specific Site pages.
• Removing a Threshold profile on a Site level will assign the Default Profile.
• When it comes to folders, removing a threshold profile at the folder level will automatically assign the threshold profile at the site level.

Remove site assignment

To remove the profile from a site:

1. Click Admin > Thresholds.

The Threshold profiles page appears.

2. Locate the profile and click Assign.

The Profile assignment for ‘[profile name]’ window appears.

2. Hover the mouse over the assigned site and click the delete icon ().

3. Click Save.

The window closes and the profile is removed from the site.

Remove folder assignment

To remove the profile from a folder:

1. Click Admin > Thresholds.

The Threshold profiles page appears.

2. Locate the profile and click Assign.

The Profile assignment for ‘[profile name]’ window appears.

2. Select the Folders tab.

3. Hover the mouse over the assigned folder and click the delete icon ().

4. Click Save.

Remove agent assignments

Note: You'll need to reassign the Default Profile to the agent to remove a custom profile, as all agents must have a threshold profile assigned.

To remove an existing profile:

1. From Devices (on the sidebar), select the device (agent).

The Agent console appears. 

2. In the Profiles widget, click the edit icon next to the threshold profile.

The Manage threshold profile window appears.

4. Select Default profile from the dropdown menu. Then click Apply.

The window closes and the threshold profile is updated.