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Atera: customers, profiles, alerts to tickets and automation

How Atera organizes agents into customers and folders; how threshold profiles override while IT automation profiles add up; how alerts resolve and become tickets; how patch approval and automation profiles schedule patching; and how scripts, built-in remote access, enforced 2FA, roles, the audit log, agent deletion and the helpdesk side (SLAs and billing contracts) fit together.

Level
Intermediate
Length
About 50 minutes
Contents
3 lessons · final exam
Status
Published · updated 1 Oct 2026
  • Atera
  • Atera

Skills you'll practise

  • Install an agent into the right customer and folder and protect it with uninstall prevention where appropriate
  • Predict which threshold profile applies to a device and which IT automation profiles run on it
  • Configure alert settings so the right alerts create tickets for the right customers
  • Set patch approval (Always approve or Postpone) and schedule patching through IT automation profiles
  • Choose the run context for a script and find its results
  • Use roles, 2FA and the audit log to keep technician access accountable

Course outline

  1. 1.Customers, folders, agents and profilesLesson · 17 min
  2. 2.Alerts, tickets, patching and scriptsLesson · 17 min
  3. 3.Remote access, accounts and the helpdesk sideLesson · 16 min
  4. 4.Atera: customers, profiles, alerts to tickets and automation: knowledge checkKnowledge check · 15 questions
  5. 5.Final exam11 questions · passing it completes the course, so people who already know the material can test out

Sources it draws on

The lessons and questions are written from these references, so learners can go back to the original.

And 3 more.

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