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.Customers, folders, agents and profilesLesson · 17 min
- 2.Alerts, tickets, patching and scriptsLesson · 17 min
- 3.Remote access, accounts and the helpdesk sideLesson · 16 min
- 4.Atera: customers, profiles, alerts to tickets and automation: knowledge checkKnowledge check · 15 questions
- 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.
- Atera knowledge base: Use folders to manage devices
- Atera knowledge base: Install Atera's Windows agent
- Atera knowledge base: Assign a threshold profile to customers, folders or agents
- Atera knowledge base: Alerts FAQ
- Atera knowledge base: Assign automation profiles to customers, folders or agents
- Atera knowledge base: Automate patch management via IT automation profiles
- Atera knowledge base: Patch approval
- Atera knowledge base: Run a script
- Atera knowledge base: Scripts FAQ
- Atera knowledge base: Configure alert settings
- Atera knowledge base: Why are alerts for Windows events not resolved?
- Atera knowledge base: Remote access FAQ
- Atera knowledge base: Two-factor authentication (2FA)
- Atera knowledge base: Roles and permissions
- Atera knowledge base: Analyze audit logs
And 3 more.
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