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  1. We would like the "Group" field on tickets to be visible on the Customer Portal view so our end users can see which team within our IT department is handling their ticket.

    This helps because each team has their own set of SLAs and standards they follow, so it helps set better expectations and understanding with our end users when they have this information available to them.

    1 vote

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  2. When first opening the knowledge base, the search window appears at the top, which suddenly jumps down once the "Popular Articles" section gets filled out, this means that I end up clicking on some article as that has jumped in where the search window was. Don't move the search box, have it STATIC at the top. It is very annoying.

    1 vote

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    0 comments  ·  User Interface  ·  Admin →
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  3. We're looking for a way to store and manage software assets. For example, if we have 20 licenses of Adobe Acrobat, we would like to create the asset in Atera, know how many licenses we have, it's renewal date, and who the asset has been assigned to. This would be great for Microsoft 365, Atlassian, and other software licenses we need to track/manage.

    It would also be great if we can upload contracts/documents with the asset.

    24 votes

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  4. We need non-admin users to be able to create Customers. We have custom roles created, and a lower level technician should be able to create a new customer, assign contacts and set them up. Deletion (or even better - archive, deactivate, or retire a customer) should certainly fall to an Admin role.

    1 vote

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  5. this is a test

    2 votes

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    0 comments  ·  AI Copilot  ·  Admin →
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  6. I would love to be able to merge devices of different types. For instance, a server chassis has the OS layer (agent) but also remote management (snmp). Tracking the fan health of the chassis requires I go into the SNMP device and all alerts are unrelated to the agent itself. It would be nice to merge the two devices so that I can track them as one. Printers are another good example, where I want to track the OID values (snmp) but also be alerted if the web interface (http) is ever not available.

    1 vote

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    0 comments  ·  Devices  ·  Admin →
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  7. I would love to be able to merge devices of different types. For instance, a server chassis has the OS layer (agent) but also remote management (snmp). Tracking the fan health of the chassis requires I go into the SNMP device and all alerts are unrelated to the agent itself. It would be nice to merge the two devices so that I can track them as one. Printers are another good example, where I want to track the OID values (snmp) but also be alerted if the web interface (http) is ever not available.

    1 vote

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    0 comments  ·  Devices  ·  Admin →
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  8. Integrate connection to Network Management platforms (ie; Ubiquiti, Cisco). Allow for device update and other notifications directly in Atera. Also links to platform website that opens in another tab directly to the selected site, device or setting. This could also be used for asset management integration for warranty and RMA submition or status.

    2 votes

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  9. Link with Sangoma PBX to pull call recordings and reset voicemail passwords

    1 vote

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  10. Can we have the ability to customize or put guidelines in place for the email Subjects on Robin/Autopilot's responses in email? We would like to make sure that the ticket number is always listed at the beginning of the subject. It would make it easier to quickly identify the ticket in question if an end user has multiple open tickets in progress.

    1 vote

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    0 comments  ·  IT Autopilot  ·  Admin →
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  11. Can we get detail report of which app was updated.
    Currently we can only view the devices that got updated rather than what software was updated on the device.

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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  12. Or add a default Field for Serialnumber

    3 votes

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  13. Need different approval settings for remote access based on the device type. I want my helpdesk technicians to be required to get user approval to work on their system, but my server admins should not need approval to remote into a server since there is no one at the server to allow the access. This could be based on the role in the platform like Admins can skip the request, while technicians are required to get the approval.

    5 votes

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  14. If we create an IT automation or threshold profile that's only for Windows Servers then we have to create Profile at each and customer assign every Server to it and then assign every of that Server profiles to the automation profile

    That's cumbersome and prone to errors

    Much more efficient would be a set of filters at the automation profile, like "is Server" or "is a domain controller" or maony other smart things.

    We would just assign am automation oder threshold profile to customers and it runs only at the matching agents

    1 vote

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  15. We've been trying to find a way to implement automated tickets follow-ups (using "activity status" and "hours since status changed") but can't seem to get it to work. Has anyone been able to make it happen? Currently, there is no trigger for Activity Status just Status. We cannot mark the ticket as Pending everytime to trigger this automation. Defeats the purpose of an automation it will have be done manually. I found a reddit article replied by Atera (3 years ago) and still no change. https://www.reddit.com/r/atera/comments/zevva9/can_ticket_automation_do_followups_and_close_if/

    1 vote

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    1 comment  ·  Tickets  ·  Admin →
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  16. to assigng a profile to a customer or to a , you have to drop down a customer (and a folder) and add ist.
    Below you can see the allready assigned.

    What you can't see are the unassigned.
    So you have to drop down an try to see, whats not assigned.
    You will miss some.

    A (expanpandible for Customer-Folder) List of Checkboxes would be much more clear

    1 vote

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  17. Currently, if a ticket has a time entry duration of 1h:15m, the billable hours are set to 2 hours (Atera always rounds up).
    It would be convenient if there was the option to round to 2 hours only if the work exceeds 1.5 hours (1h:30m).
    For example: I work 1h:25m, the charge is 1 hour; if I work 1h:40m, the charge is 2 hours.

    Symply change the "Ticket Rounding" section in "Ticket Settings" to:

    -None
    -Quarter-hour
    -Half-hour
    -Hour (rounded mathematically) <<---new feature
    -Hour (rounded up) <<--old feature renamed

    1 vote

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    0 comments  ·  Billing  ·  Admin →
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  18. Display local activities in the activity log

    It would be helpful if the activity log for devices listed not only the actions performed on the Atera itself, but also those performed locally on the device. Many competitors already offer this feature. This would significantly simplify the workflow.

    2 votes

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  19. To download and install the QuickBooks Tool Hub, first download the most recent version (1.6.0.8) of it from the official website. Then, open the QuickBooksToolHub.exe file you downloaded, and follow the guide on your screen to install it.

    https://proadvisorsolutions.com/blog/quickbooks-tool-hub/

    5 votes

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    1 comment  ·  QuickBooks  ·  Admin →
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  20. API, GET contacts
    add CustomerID filter option (obtain contacts for a specific customer)

    add Sync Source information (Entra = True)) into Contact data,
    add also to GET /api/v3/contacts/{contactId}

    1 vote

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    0 comments  ·  Other  ·  Admin →
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