223 results found
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Assign a contact to multiple agents and/or assign multiple contacts to an agent
Assign a contact to multiple agents and/or assign multiple contacts to an agent. Preferably the latter of course (n:n). It's very common for a customer to use/own multiple devices or a device being used by multiple users.
186 votes -
Password History
a disgruntled employee could go through Atera and delete critical passwords. the wrong password could be updated. An old system could come back to us with an out of data admin password that has been updated in atera and the old one forgotten.
the ability to run a password history report on a client to see old or deleted passwords that were stored in atera, so it would make the actions of a disgruntled employee useless instead of critically damaging.
132 votes -
The ability to have several sites for one customer
Currently a single customer is unable to have several different sites configured. For example of company that runs several dentist practices in different locations. Also if you create a new customer for each of the practices you are unable to use the same contact / owner details across the different customer profiles which causes another problem.
So the solution would allow us to create multiple sites under one customer profile thus allowing us to access these different sites and allowing us to use the same contact details. It will also be good to have the ability to assign different contract…
106 votes -
Network documentation and diagrams section
It would be very useful to have a section where you can generate and save network diagrams, SIR plans, network security configuration etc...
Perhaps providing documentation templates or a way for users to share document samples and templates.86 votes -
Customer Contact
The same customer contact should be able to be assigned to several customers.
We have contacts which need to be assigned to multiple customers. At the moment, a contact (because of the email address) can only occur with one customer.75 votes -
password generator
Please add a password /passphrase generator in Customer>password.
73 votes -
add an option/button to send / resend a user's customer portal to the user
My current configuration to trigger Atera to send the customer portal credentials is after a new contact is added.
This is a great feature but, what if your user/contact requested you to resend or reset his customer portal password? I think an option to send / resend will be a great addition to this section as oppose to sending it manually.
I hope you will grant this request. It would make it so much convenient and easier.
50 votes -
View password without reviling it.
Sometimes the end user is close by, and you need to copy the admin password so it would help to have the option to copy the password without reviling it.
49 votes -
Custom Fields per client
ability to assign custom fields per customer
48 votes -
Customer should be able to have multiple devices under them and not just 1.
Customer should be able to have multiple devices under them and not just 1.
37 votes -
Rank Customization
Customizable rank fields would be helpful for those of us that rank our customers by a different scale. For example I offer three different contracts that associate a customer with a rank. My ranking scale is silver, gold, and platinum.
37 votes -
client notes
It would be nice to have the ability to add notes to a customers file and have them displayed to Technicians when creating tickets. this could be used to relay information about specific billing arangments, work authorisations required and even if a customer has been put on credit hold.
An extention of this would be to also incorporate notes in Contracts to allso display when choosing a contract which will assit technicians to select the correct one when multiple exist
35 votes -
Notes under customers
More extensive notes:
I cannot see anyway to write general notes about a customer besides a one line note.31 votes -
Archive Customers and Users In Active Customers
Have the ability to archive and hide both entire customers, and individual users within a customer. Be able to keep the customer in the Atera database (tickets, interactions, etc.) but be able to make them inactive, and hide from view.
Be able to hide individual contacts (users) within a customer to also keep ticket history, but not show them as contacts. For example, a contact that was entered into Atera has been terminated or no longer with the company.
And of course be able to re-enable or reactivate that customer or contact...
31 votes -
Customers with multiple office locations
Should be able to add additional locations/addresses for customers with more than one office.
29 votes -
Send welcome emails to customer after Azure AD Sync
Welcome automation emails only work when contacts are created individually for each customer. Importing customers with CSV or syncing with AD azure doesn't send the welcome email automatically to new contacts.
Welcome emails are the first interaction with new customer employees. This is highly recommended.
29 votes -
Contacts delete
delete many users at the same time
29 votes -
Add Contact Without E-Mail
It would be excellent to be able to add a contact without an e-mail address, we have plenty of clients who have staff who shared e-mail addresses so we can't actually create contacts for each staff member in these instances which is a bit annoying.
27 votes -
A means to handle separate locations
It would be nice to have a means of handling locations within a specified client. Creating a separate client per location will eventually become cumbersome. As it stands, we can create separate folders for the devices at different location, but a more elegant solution would be welcomed.
27 votes -
2fa
Ability to integrate 2fa codes into the passwords area for each customer (e.g 365 2fa codes) rather than having to use 3rd party apps like authy to share 2fa codes for multiple engineers.
IT Glue has this feature for reference :)
27 votes
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