214 results found
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liste client
Est-il possible d'exporter la liste des clients comme nous pouvons exporter la liste des appareils.
1 vote -
liste client
Est-il possible d'exporter la liste des clients comme nous pouvons exporter la liste des appareils.
1 vote -
Inactivate User based off of Entra ID Sync
Atera's existing Entra ID integration is a one-way sync that creates new users and updates existing ones. On each run it imports users found in Entra ID and refreshes a set of profile fields (name, job title, phone, and mobile) on records it matches by email address.
However, it does not sync a user's account status, and it has no deprovisioning step. A user who is disabled or removed from Entra ID the sync leaves their Atera record in place and active. This obviously causes a data consistency issue as users are now showing active in Atera that have been…
1 vote -
Better Customer Profile
On Password area:
- Password History
- Two step authenticationDocumentation Area:
- A place we can create folder and files for KB and SOP
- Picture Gallery for reference
- Network DiagramAtera will be on top of all RMM if they have a good IT documentation platform
3 votes -
IPAM & Rack Builder
Hi Atera team,
I would like to submit a feature request for two additions to the client documentation section:
IPAM (IP Address Management) — The ability to document and manage IP address allocations directly within a client's profile would be a significant improvement. This would allow MSPs to track used/available IPs, subnets, gateways, and device assignments without relying on external tools.
Rack Builder / Rack Diagram — A visual rack documentation tool integrated into the client profile would allow us to map physical infrastructure (switches, servers, patch panels, UPS, etc.) in a structured and visual way, making it much easier…
2 votes -
Add departments in MSP
I need to use that: https://support.atera.com/hc/en-us/articles/4434393221148-Add-and-assign-departments
It's not possible in MSP account. Why? It's really usefull for big customers !
I need do cut a customer in subdivisions, and it's not possible. Incredible !3 votes -
A Check box for special users
I was looking for a way to mark some users for our customers as "special",
We have some of our users under oure customers that are people that can make special orders or order new user accounts etc.
So I was looking for a way to mark the contacts for this purpous,
What I'm looking for is like the Main Contact function but that you can customiz in som regards,
So that the Contact in the Contact field are marked with Bold text and maybe a Text after the name or an Icon or so.Cause then you could make…
2 votes -
There needs to be a way to delete the connection used for syncing customer contacts.
I moved a client to a new tenant. the old connection information is no longer valid but there is no way to remove it. the result is an error when trying to sync the customers
1 vote -
To be able to search for a customer by postcode
To be able to search for a customer by postcode
1 vote -
I want a custom field under customers as a Text Areas not a text field so you can display multiple lines of text
I want my engineers to stay in Atera and use this solely, so having data on the customers within the customers overview page is the perfect place, I was looking to add a few field one being "Backup Procedures" where we can specify how the customer is backing up, so if a customer calls up to get something restored any of my engineers the see how the customer is backing up, without needing to ask other engineers or spend 20 minutes logging into servers to find out.
A Text Area would also be good for listing software that customers use
2 votes -
scheduled ticket option - make available to main contact
Give the main contact availability to create a scheduled ticket, they can create tickets now but not schedule them - ideal for departing employees, new hires and other that happen on a future date
2 votes -
Helpdesk Agent Additional Capabilities
One thing that one of our clients has been asking for is a report similar to the one he receives when he takes his wife’s car to the dealership. This report would be a 150-point check that uses a simple red, yellow, and green light methodology to quickly communicate the status of their IT systems.
I would love to see this as an extension of an app that runs in the system tray. When clicked, it would open a small window displaying a few major KPIs using the red, yellow, and green indicators for quick reference. For example, one KPI…
1 vote -
MSP Version: All settings per customer
Atera is sold as an MSP tool, but is completely unsuitable for this.
In particular, EVERY setting must be able to be specified per customer, e.g. whether Anydesk, Slashtop or TeamViewer should be installed. This is a given if you want to sell something as an MSP version...
10 votesHi,
We wanted to let you know that your idea is currently under review by our product team.
We appreciate your patience during this process and will update you and the public status of this suggestion once a decision has been made.
Best regards,
The Atera Team
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Pictures of Contacts for Customers
It would be nice to be able to include pictures of the Contacts for Customers. When new technicians go onsite, they'll have an idea of what the contact looks like if they've never been to the site before.
3 votes -
Customer / User Import process needs dramatic improvement
I am a new Atera user, so far its an impressive platform and has a lot going for it however if Atera is going to grow in the small to midsized IT agency market it needs to make a dramatic improvement in a few things.
CSV User/Customer import process. - As of today you can only import users into a specific location (customer) at a time. Yet the CSV template has a field for "*Site Name" this is quite misleading. If you attempt to import with more than one site (say you are a IT team with more than one…
1 vote -
Always view all tickets on contacts (or remember last choice)
As it currently stands, when you enter a contact it always results in only showing open and pending so that you constantly have to check "select all" and if you leave the page for a moment it will never remember that you were just there to show all the tickets, resulting in a neverending clicking of "select all".
4 votes -
Attaching contacts to customers.
Is it possible to attach a contact to a client by using a phone #? We have a lot of clients that have multiple contacts at a club but only one email address.
1 vote -
contract
Services /Providers page where we can manage contact, account, contract/client for our services, support, etc.
We as an IT Dept , manage ISP,backup ISP, VOIP, Harwardare or lease devices, paid platforms or software that we need to manage , pay monthly or yearly, know wich kind of agreement or package we have and if wee need support gather all that info to contact them like account number, provider, support phone or agent phone, address, webpage, whatsaap, agent email or support email etc that we can manage in atera for quick response.1 vote -
Consistent Search box location
Can we look to get a consistent experience screen to screen where the search box is always on the left (or right) and not randomly placed depending on the area you're in. Example, search on the left in devices, on the right in passwords.
2 votes -
Search for Custom Assets
Many other users have mentioned the need to refine search functionality for the Asset specific search bar within each customer. I however, think it would be more beneficial to have the ability to use the search bar up top to search for things like Asset Name or even a custom field like Serial Number (Which also should be a standard field given the context of these assets).
It serves no purpose to me to have assets listed in each customer if I have hundreds of customers and can't search for them across the board.
2 votes
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