118 results found
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Check Connectivity to Atera Servers
Create a page where we can test all requirements links for "AteraAgent" communication like https://www.splashtop.com/check
6 votes -
Customer Portal / Service portal suggested improvements (consolidated)
Added by Atera:
This thread is dedicated to the Customer / Service portal. Suggested ideas are grouped for more convenient search and future product enhancements:
- Portal end-user experience
- White label capabilities
- Adding more data / fields
- Portal announcements
Initial request:
Some of my customers have asked if there is a way to whitelist their portal access to their company - instead of showing my company. These clients are co-managed customers. It would just be less confusing for their end users. Along with this - the ability to setup the support@clientemailaddress.com as the address for them to…166 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 -
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 -
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
6 votes -
Allow customer management to view their direct reports tickets
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.
4 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 -
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 -
Allow customer management to view their direct reports tickets
We have managers on the customer side that want to be able to view their employee's submitted tickets.
3 votes -
notifications for licensing
Entering licensing information into atera, you would have an option to remind you before the license would expire
9 votes -
White Label service desk URL
Would love to be able to have the option to whitelabel our own servicedesk URL with appropriate certificates instead of having a xxxx.servicedesk.atera.com URL.
43 votes -
Customer Portal View Only
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 -
Cloudradial
I would like Atera to integrate with Cloudradial. And very soon, otherwise we have to look at Syncromsp as a new rmm
3 votes -
Password access in the portal
Allow customers to access their own passwords. I.e. Log into the portal to access their email password if forgotten.
43 votes
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