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Features PSA Customer Portal

Provide next-level service with your Customer Portal

Sync your ticketing system, provide instant responses, issue articles and tips in your knowledge base and launch your service into the next level.

Customer Portal header Desktop

Create a fully branded Customer Portal for your clients

Create a unique and personalized support site for your customers with Atera’s Customer Portal. You can now fully customize and brand it so it looks and feels exactly the way you want it to. Through the Customer Portal, your customers can open and track tickets, access any information they need inside your knowledge base, as well as many more exciting things.

Atera's customer portal

Prepare the perfect knowledge base for your customers

By formulating all of your clients’ questions and concerns in a robust and centralized client-facing knowledge base you can now wave goodbye to all those repetitive questions. Your customers will enjoy having all their queries answered in one easily accessible place, as well as getting full access to all your essential articles, tips, and tricks in your Knowledge Base whenever they want.

Share articles Knowledge Base

Supercharge your teamwork and onboarding

Training your team and keeping them up-to-date just got an upgrade.

Using your own customizable knowledge base, your team members can access all the information they really need, whenever they need it. Nothing makes working together as a team run smoother than powering up an internal comprehensive Knowledge Base for efficient communication. It may feel like Groundhog day every time that colleague asks you the same question – only now you know exactly where to point them to. Working smarter just got a lot easier.

Frequently asked questions

What is Atera’s Customer Portal?

The Atera Customer Portal is a dedicated, self-service interface that allows end users to interact with their IT support team. Through this PSA customer portal, clients can create and track tickets, view their history, and access a knowledge base to find solutions to common issues independently, reducing the overall ticket volume for technicians.

Can I brand the Atera Customer Portal with my MSP’s logo and custom colors?

Yes. Atera lets you add your logo to the Customer Portal, the Helpdesk agent icon, and your reports and invoices, so your brand appears consistently across the support experience your customers see. Logo branding is available on all plans.

For the portal URL, Atera automatically generates a company-specific portal address, and you can set up a custom subdomain by creating a CNAME record in your DNS settings to match your company’s domain.

Is the Atera Customer Portal secure enough for clients to upload sensitive documents?

Yes. The Atera Customer Portal is built with security in mind, providing a safe environment for communication and file sharing. It allows clients to securely upload attachments and documents directly into support tickets, ensuring that sensitive information is handled through protected channels rather than unencrypted email.

How do I give my clients access to the portal?

You can grant access by enabling the customer portal for specific contacts within the Atera platform. Once enabled, you can send an automated invitation email to your clients containing their login credentials and a link to the portal, or you can allow them to register themselves if you have that option configured.

Can I hide certain information from specific users?

Yes. Atera provides granular control over what users can see within the PSA customer portal. You can manage permissions at the contact level to determine which users have “manager” views (seeing all tickets from their company) versus “user” views (only seeing their own tickets), and you can choose which knowledge base folders are visible to specific clients.

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more sub features

Flexible contracts and billing

Easily create the perfect contract and service level agreement (SLA) that turns prospects into signed customers with the customization and flexibility you crave.

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Reports and analytics

Generate on-demand or automated reports that track and measure end-users’ networks, assets, system health, and overall performance.

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Ticket automations

Fast-track your ticketing system to the next level with the most effective way to manage your users’ environments, time-tracking, communication, and details across the organization.

Learn more