129 results found
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Give ability to customers to see other customer's tickets in the portal
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 -
Ability to change the wording in the customer portal
Ability to change the wording in the customer portal
5 votes -
Customer portal contact password stored in insecure manner
The contact password for the portal/KB can be sent to the contact in an email template. This means that it is stored in reversible encryption or worse, plain text in the DB. This is a big security risk. Passwords should be stored as non reversible hashes.
4 votes -
Reports on Customer Portal
Reports directly from customer portal for the clients
19 votes -
Check Connectivity to Atera Servers
Create a page where we can test all requirements links for "AteraAgent" communication like https://www.splashtop.com/check
5 votes -
Customer portal: embed analytics dashboard
Customer portal: embed analytics dashboard (patches, retainer contract status). I want to be able to show our clients what we do for them.
1 vote -
Shared Knowledge Library
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 -
Knowledge base overhaul + Numbering and sequence
Please add the ability to sort the categories (Numberung, sequence)
Also make a full overhaul of the Interface it looks like 2010. Simplicity and realtime movement of Articles to Customers, Sections, BusinessUnits.3 votes -
Search inside single Knowledgebase Category
Some of us use Knowledgebase as Documentation portal, need to be able to define a Root Category to search articles under.
7 votes -
White labeling URL on reports
White labeling URL on reports
White label URL according the Portal Domain Name set in Admin when a customer get a report by email: in the email the link to download the report is always app.atera.com not the URL set as my default portal (es. myportal.mydomain.com).1 vote -
embed portal into external website
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 -
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 -
Add the ability to email a Knowledgebase Article to user in TIcket and Device.
I would like to be able to send a formatted email from Tickets and Devices. A button that says "email article" shows a popup of all articles. I can then select the article I want to send. The EMail subject would default to the article title and the email body set as the contents. It would also be nice to allow a Textarea box allowing me to put in a personal note to the contact. Make sure styling separates the personal comment and the article.
13 votes -
Resend portal Email
A way to resend a customer the portal welcome email, without deleting the contact and re-adding.
24 votes -
Knowledge Base Import
Similar to how you can import Customers from a CSV, allow for efficient creation of Categories and Sections by using a template CSV.
9 votes -
Making Knowledge Base publicly accessible without having to make an account
With larger companies it is not easy to get every employee on an Atera account just to view our knowledge base.
1 vote -
Allow customers to view/export timesheets from the customer portal
It will be nice to allow customers to generate timesheet reports from the customer poral. Or have an option to automatically export timesheets to Quickbook or any other accounting software.
Exporting and adding timesheets to invoices every month is exhausting!
7 votes -
Check customers domain for proper configuration of SPF/DKIM/DMARC
Monitor Proper Configuration on SPF/DKIM/DMARC and create a trouble ticket if something isn't right
5 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 -
Show ticket time entries also on the customer portal
Show ticket time entries also on the customer portal. Now the client can go to the customer portal and only see the tickets, but can't see what time is used to solve a problem or requist.
19 votes
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