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Get Started
Get Started
First Steps
Getting Started
Add Your Brand to Atera
Add your Logo and Branding
Install an Agent
Customize Alert Settings
Remote Monitoring and Management (RMM)
Customize Alert Settings
Set Email Address for Receiving Alerts
Create or Edit an Alert Threshold Profile
Set up Automated Patch Management With IT Automation
Assign a Threshold Profile to a Customer or Agent
Monitoring Printers, RAIDs, Routers and Other SNMP Devices
See all 21 articles
Professional Services Automation (PSA)
Set Business Hours (for SLA)
Create a Service Level Agreement (SLA)
Set up a Service Level Agreement (SLA) and Contract
Create a Customer, Contract and SLA
Create a New Contact
Create new Contract - Retainer/Flat Fee
See all 23 articles
Remote Access
Connect Remotely with TeamViewer
Connect Remotely with ScreenConnect
Splashtop SOS (On-Demand Remote Support Tool)
Use Splashtop Remote Access
Online Backup
Install a New Online Backup Client
Webroot Anti-Virus
Activate Webroot in Atera
Billing
Billing Module Overview
Create an Invoice and Billing Batch
Administrative Settings
Two-Factor Authentication (2FA)
Add Custom Fields
Add a Product or Expense
Create or Upload Scripts
Create Email Templates
APIs
See all 10 articles
Reporting
Recent Processes Report
Customer Periodic Report Logic
General Data Report
Load Analysis Report
Top Load Report
Service Level Agreement (SLA) Report
See all 26 articles
