112 results found
-
Auto-email and interactive guide in customer portal
Adding the option to send an email to a customer when they open a ticket with a list of instructions on how the Customer Portal works. Also adding an interactive guide in the portal so the customer knows that they can respond to a ticket from the portal itself, rather than their email. This would be useful especially if the customer is requesting an email password reset and is unable to access their email, they would still have a way to see and respond to technicians if calling is not possible.
2 votes -
Customer Portal security and features
would really like to have security control over the customer portal. if we can have it so customers are automatically signed out after 10 minutes of inactivity (or a specific time frame set by admin) along with some form of 2FA.
would like to have custom repository for specific clients, so when they access the portal, they see apps, files etc., would like to see it be dependent on their role level to have control over specifics.
2 votes -
Error/Non Existent URL
When on the "Custom Fields" page, The learn more text > "Add, view, or edit custom fields. Learn more" links to here "https://support.atera.com/hc/en-us/articles/4548348716188" which is a non existent article. Please fix this.
2 votes -
Specific script for app for specific customers in the customer portal
Specific script for app for specific customers in the customer portal
2 votes -
AI capabilities for customer portal password: change domain
AI capabilities for customer portal password: Ability to change the domain password from the customer portal. Not just the local password
2 votes -
Atera Customer Portal Wordpress Plugin
Create an Atera wordpress plugin that will enable an end-user to log into the Atera Customer Portal with their wordpress account.
2 votes -
Restore previous version of KB
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 -
KB article suggestion based on keywords
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 -
vendors access to customers trough Atera
Be able to give remote access to a vendor for the customer trough a agentless solution. Example: a accounting employe need help from 3 part vendor to fix some errors in the acounting software. The 3 part vendor then have to call us to approve the access and we will give him an url to log in to the server/computer and the link would work only one time or you can set the time frame for it. As of now the most vendors install teamviewer or other tools on clients servers/computers or they have an open RDP in or trough…
2 votes -
Display on mobile device is not always good (problem with images)
Hello ! On mobile devices such phones, the lay-out of the article is not often well displayed : if the article contains images (print screens), they don't fit the screen and the right side is not visible.
Could you work on that ?2 votes -
Consumables
I and my Customers would love a list of their consumables: Paper, ink and Toner
2 votes -
Obtain SP 800-171 Compliance
Virtually all companies that deal with the US government are required to obtain SP 800-171 compliance and must ensure that any Controlled Unclassified Information (CUI) stored on 3rd party platforms are also SP 800-171 compliant. Gaining this would allow a lot of companies that deal with government/military to use your RMM tools.
2 votes -
2 votes
-
Distinguishing between clients and applicants
So, is there any ways to have like 2 kinds (categories) of contacts : customers OR only-contact ?
Email #1 ==> customers
Email #2 ==> only-contacts
In order to display both ?
Because actually, we only have customers .. so if we wish to use ATERA like a small crm, it may be a good idea to separate CUSTOMERS and ONLY-CONTACTS.
Thanks :)1 vote -
Knowledgebase Filtered Search
It would be extremely helpful to update the search function in the Knowledgebase to be more akin to the ticket filtering. Including various field variables that the user can set to filter various knowledgebase articles.
Client \ Who created \ Date created by \ Subject Tag \ etc..
Doing this would make searching through the knowledgebase for relevant articles a great deal easier.
1 vote -
customer portal customise menu
The ability to add to the menu for self service items that a user could try before raising a ticket. Such as a clickable menu item to run a script to:
Reset IP Address - resets IP address
Reset Print Spooler - resets print spooler service
Check Disk - run SFC
System Info - displays system information so they could add this to the ticket
Slow PC - clicking on this option could run a script to run checks/resolution to speed up the device.1 vote -
transfer notes
Would be nice to have a way to easily transfer notes from one note to the atera knowledge base without just using copy and paste.
1 vote -
Showing SLA also on Service Portal
It would be very nice to show the SLA also on the Service Portal. This allows the user to see when the ticket should be completed.
1 vote -
Ability to customize the Service Portal such that it defaults to "Login Using Activation Link" instead of "Login Using Password"
It would be helpful to be able to customize the service portal to default to "Login Using Activation Code" rather than "Login Using Password" We are using the login using activation code feature. However the service portal defaults to login using password and the users must click the button at the bottom of the page to toggle to the activation code feature. Communicating this to users is difficult. It would be much easier to have the ability to default to the page that they need and not have to click an extra button to get there.
1 vote -
filter ticket by user
Bonjour,
Aujourd'hui nous avons la possibilité de filtrer les tickets par status sur le portail client.
Nous souhaitons avoir la possibilité de filtrer les tickets par utilisateurs.
Merci1 vote
- Don't see your idea?