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  1. In the customer portal, I would like to give the capability of my customer to see other 'customers' in Atera. The way I set it up is that I separated my one customer into multiple customers, based on location. For example, the owner of a hotel, they want to see the tickets opened by every single location. I had to then set it up as one customer with folders on location. It would be nice to just decide which customer ticket they have access to.

    5 votes

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  2. Ability to change the wording in the customer portal

    5 votes

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  3. More options to customise or brand customer portal. Backgrounds, colours, advertising

    17 votes

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  4. Customer portal for viewing tickets only - i dont want the customer to be able to open the ticket. We want to open tickets once we speak to customers on the phone. We don't want them to have the capability of opening tickets on their own but we would like to provide them the possibility of checking the status of their tickets

    1 vote

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  5. It would be great to have the "My Activities" included in the Atera console so we don't have to go looking for it elsewhere and can just open it from the console without having to log in again.

    7 votes

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  6. Explorer View in KB: I would love to see a lot more focused dev efforts into KB. We mostly do internal. We use Xoho for KBs also. Atera's KB feels really clunky. It's hard to describe the way it's layed out. Everything is all scrolled down. Would be great to have inside KB – more of an explorer type view instead to all of these long title and section underneath and then articles etc. Folder on the front page. Document instead where you van easily open up. Share point up online. It doesn’t feel very flushed out.

    1 vote

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  7. Create a page where we can test all requirements links for "AteraAgent" communication like https://www.splashtop.com/check

    5 votes

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  8. KB Version – when someone makes the KB, then it turns out some one has the older version, we’d like to be able to pull up the previous version of an article. We are copy pasting it just as a back up.

    2 votes

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  9. Have a function to export the data in knowledge base. It can be handy for exporting / importing multiple artikels.

    18 votes

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  10. When an article is created for internal use, we should be able to link a password created from the password manager. This would make sure the Technician always has the correct password. It would also make the password manager be able to be customized, with multiple categories and fields.
    Looks like this would solve a bunch of other requests posted here.

    9 votes

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  11. Need to add a support contact number in the Customer Portal.

    12 votes

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  12. Some of us use Knowledgebase as Documentation portal, need to be able to define a Root Category to search articles under.

    7 votes

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  13. We have customer managers requesting access to their employee's tickets. We have shown them how to CC management in an email reply to a ticket, but management wants a view in the customer portal to see employee tickets as well.

    3 votes

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  14. We have managers on the customer side that want to be able to view their employee's submitted tickets.

    3 votes

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  15. I love your portal, but there are other features i'd like to off my customers which are outside of the Atera scope. Therefore, i'd like the ability to embed your portal into another website. similar to just using an iframe, but i really don't want my customers to have to login to my website and then log into the portal separately.

    ideally i could just have them click a link that could automatically log them into the atera portal. So basically SSO functionality.

    7 votes

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  16. KB article suggestion based on keywords: so you can just add it easily. It gives you the recommendation of whichever article would be the best to resolve the issue.

    2 votes

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  17. Having the ability to prevent customers from seeing any open/resolved tickets. Only view option for customer portal is knowledgebase and create new support ticket.

    Currently in admin >> Settings >> Tickets >>Customer Portal the option to view Open/Resolved is greyed out and unable to remove that view from customers

    1 vote

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  18. I would like Atera to integrate with Cloudradial. And very soon, otherwise we have to look at Syncromsp as a new rmm

    3 votes

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  19. we would love to have an category search feauture inside of the knowledge base.

    an dropdown menu beside the searchbar, with the option to select category. ( We now use the Category as Customer name ) and the section as different names like : Network documentation, Server Documentation, Backup Documentation. inside these sections we use the articles to have the information of the customer.

    Little note : Also when Editing 'Articles' we can click on the right side on 'Edit Article'.
    There all Articles are sorted on Category's. Thats Perfect! Only When i click on 'Display in Section' This sorting…

    15 votes

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  20. Shared Knowledge Base. Ability to export knowledge base articles and store them in a group library. Other users can search through the exported templates. Download and customize the template to meet their needs. Community can work together for a more complete library.

    10 votes

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