118 results found
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Manage Portal Password Complexity or MFA
We should have the ability to enforce password complexity or multi factor authentication on the customer portal as it currently has weak security and is an easy way for threat actors to glean organizational technical information.
11 votes -
Change the default language of the customerportal
I want to be able to set the default language of the costumerportal to (in our case) 'Dutch'. our your own preffred language.
8 votes -
Explorer view for KBs
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 -
Check Customer's website to make sure it's always up. Allow for custom URL's like subdirectories
Create a trouble ticket if down.
3 votes -
Closed and Resolved Ticket on the Customer Portal
On the Customer Portal, it is confusing for a customer when viewing the list of "Closed" and "Resolved" tickets, that still say "AWAITING CUSTOMER RESPONSE" or "AWAITING TECHNICIAN RESPONSE".
Please set these statuses to "CLOSED" or "RESOLVED" so as not to be confusing.
54 votes -
customer monitoring portal
The ability to have monitoring portal for the customer devices when he logs in to the portal.
18 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 -
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 -
Knowledgebase by Customer
Create a knowledge base article and have the ability to assign specific articles to a customer or group of customers in your Atera Portal. Currently it looks like if you add an article and allow customers to access the portal they have access to all knowledge base articles.
5 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 -
Allow CC for Tickets created from the Portal
Just as a customer can CC others on an emailed ticket, they should have the ability to CC additional people when creating a ticket from the Customer Portal
40 votes -
Link Knowledge base articles to customers
When a article is created we should be able to assign it to a customer and then on the customers page have a knowledge base tab to view all assigned articles
5 votes -
Customer Portal New Password Prompt
It would be nice that when a new customer receives their randomly generated password, that there would be a prompt to have them change it to something they want.
As it currently stands, the only options users have is to receive an email with a randomly generated password (or so I'm told this happens) or they can choose the option of 'Forgot password' and reset the password themselves. Currently, it doesn't seem like if the user were to input the random password that they would be prompted to change it. So its back to either the 'forgot password' option to…
24 votes -
Knowledge Base Customization
Please allow us to have specific contacts access to either the Category, Section, or Article level. A client with access to only a Category is not specific enough for the Knowledge Base.
I have a client that is the owner of a few companies. I want him to be able to see all the data (For internal use or not) for all the companies, but I don't want everyone else in the companies to be able to see that data.
7 votes -
Customer Portal - Allow 'main' contacts the ability to approve or deny ticket requests from their staff.
Customers would like the ability to 'vet' their staff's requests, approving them for action in our portal before we action them.
23 votes -
Knowledge Base
Please add the ability to have any level of the knowledge base be accessed by an organization or contact. I have a client that owns multiple businesses that I support. It would be nice to have the GM be able to access the ISP info from each Business, but not have the whole organization have access to it. If that makes sense!
8 votes -
Use External Link as Knowledge
It would be useful to have a cleaner way of presenting an external webpage as a knowledge article. For instance, you could place the link of a Microsoft knowledge article into your knowledge base as an article and it would automatically glean the information needed to create the title and description. Then if a user clicks on the article, they are sent to the Microsoft webpage relevant to their issue.
5 votes -
KB: Before editing an article, select a section.
Before editing an article, allow to select a section and then only show articles from that section.
The dropdown list is getting tediously long now and it's harder to find the correct entry.1 vote -
ticket id
The ability to be able to set a reconizable value in the ticket number. Like
year-ticketnumber1 vote -
Download Sections
Download section in Portal with same features as KnowledgeBase.. Posts in download could be externals for now.. later integration to OneDrive, DropBox, etc.. Option for "For internal use only (Hides downloads from customers)" just same as Knowledgebase"..
4 votes
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