IT Documentation

Create written IT documentation and records for all your business processes, power up the ability to collaborate, and offer self-serve and support tools for your customers all in a single, intuitive all-in-one platform.

Automate and simplify onboarding and offboarding

Create automated rules and processes for an upgraded onboarding and offboarding experience for your end-users and employees alike, tailored to their specific needs and roles. Onboard new employees with IT automations that set up devices exactly as needed, and then reset them to where they need to be when they leave the company.

Effortless password management

Managing credentials is critical when it comes to sensitive end-users information, especially when you’re working across multiple sensitive environments. When you’re busy running endless systems, and building next-generation IT documentation you shouldn’t be expected to remember all of your end-user’s passwords, too. Atera uses the next level of encryption to ensure best-in-class protection for your passwords and makes it easy to manage everyday challenges such as locked-out users. Make IT happen.

Tailor-made Customer Portal

Your customer portal is unique to your brand and provides a personalized always-updating solution for your end-users. They can then use the customer portal to open tickets for you and track progress, including cross-collaboration and finding historical responses, even from those who have left the company. We mean it when we say our solution offers you everything your customers need all in one place.

Share articles and knowledge with your users

From inside your customer portal, you can share all the information that your end-users need, including meaningful articles, get-started guides, help with frequent moments of friction, or industry best practices. Show-off your expertise to your end-users in a totally self-serve way with a customizable knowledge base.

Link assets for easy navigation

Stop flipping back and forth between different platforms only to sync up your end-users’ contact information and devices. The future of IT documentation means you work smarter, not harder. View all devices by a single contact, or all contacts as they relate to a specific device. Move via quick links from one view to another, and filter your actions for the ultimate visibility and control so you can focus on the tasks that use your expertise.

Frequently asked questions

What is Atera’s IT Documentation and what does it include?

Atera’s IT documentation is a centralized repository built into the platform that allows IT teams to organize and manage critical information. Includes features for storing credentials, knowledge base articles, network information, SOPs (Standard Operating Procedures), and asset details, ensuring all vital data is accessible in one place.

How does integrating IT documentation with an RMM platform improve technician efficiency?

Integrating IT documentation directly with an RMM platform improves efficiency by eliminating the need to switch between different tools.

Technicians can access passwords, configuration details, and troubleshooting guides in the same context where they manage devices, which reduces resolution times and ensures that the right information is always at their fingertips during a support session.

Can I securely store and share client passwords and credentials within Atera?

Yes. Atera includes a built-in Password Manager that lets technicians store and access credentials directly against the devices, customers, and contacts they manage, keeping the right passwords close to the right records without switching tools.

All data on the Atera platform is encrypted at rest using AES-256 and in transit using HTTPS/TLS, and Atera is SOC 2 Type 2 and ISO 27001 certified. Full security and compliance details are at atera.com/trust.

For teams that need dedicated enterprise credential management, including encrypted vaults, secure password sharing, role-based access controls, and audit reporting, Atera also offers Keeper Security through its integration, giving IT teams and MSPs a purpose-built password management layer that works alongside their Atera environment.

What can end users do in the customer portal and knowledge base?

Through the customer portal, end users can create and track support tickets, view their history, and access a self-service knowledge base. This allows them to find answers to common issues independently using the documentation you’ve provided, reducing the volume of incoming tickets and empowering them to solve simple problems on their own.

more sub features

Software Installation

Atera gives you a complete solution with our integrated APIs of Chocolatey and Homebrew for automated and remote deployment that’s so easy you’ll wish you found this sooner.

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IT automation

Harness the power of Atera’s all-in-one IT automation tools to automate manual and mundane tasks, so you can focus on the work you were born to do.

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Real-Time Monitoring and Alerts

Determine the alerts you get about your end-user's devices with the ‘threshold profile’, so you’re only alerted when you need to be.

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IT Reporting and analytics

Powerful reporting and analytics at your fingertips. Use reporting to increase customer retention by proactively providing your customers with valuable insights.

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