Skip to main content

Atria Customers

Overview​

In Atria, Customers represent organizational entities that consume IT services. Managing customers efficiently ensures proper service provisioning, organized administration, and seamless IT service delivery. This guide covers how to find, view, and manage customers within the Atria platform.

Key Concepts​

What Is an Atria Customer?​

An Atria Customer is an organizational unit or company within the Atria platform that consumes or resells services. Customers can have users, services, and resources managed under their profile, allowing IT administrators to provision and control services efficiently.

Atria customers are broadly categorized into:

  1. Standard Customers:

    • Organizations that consume services managed through Atria.

  2. Resellers:

    • Customers with permission to create and manage other customers.
    • Resellers can also manage sub-customers and resell services.

Why Manage Customers in Atria?​

Managing customers in Atria ensures:

  • Centralized management of customer-specific services and settings.
  • A structured hierarchy for service delivery.
  • Simplified customer onboarding and lifecycle management.

Finding Customers​

Atria provides multiple ways to locate and manage customers through its intuitive interface.

Customer List​

The Customer List provides a comprehensive overview of all customers within your environment. Administrators can filter, view, and manage customer records from this central location.

How to Access the Customer List:​

  1. Navigate to the Side Menu:

    • Select Customers > Customers from the Atria side menu.

  2. Select a Customer:

    • Choose the customer you want to manage from the displayed list.
    • Use filtering options to locate specific customers quickly.

What You’ll See in the Customer List:​

  • Customer Name: Displays the full name of the customer.
  • Customer Code: A unique, system-generated identifier.
  • Status: Shows if the customer is active, suspended, or disabled.

The Search Bar allows administrators to quickly locate specific customers by name, code, or contact details.

How to Use the Search Feature:​

  1. Enter the Search Term:

    • Use the search bar at the top of your Atria portal.

  2. Review Search Results:

    • Relevant customers will appear in the results.
    • Click a customer’s name to view or edit its details.

Viewing and Managing Customer Details​

After locating a customer, administrators can access detailed information, including:

  • General Information: Name, code, type, and contact details.
  • Domains: Associated primary and secondary domains.
  • Services: Services provisioned to the customer.
  • Users: List of users associated with the customer.

Customer Configuration​

Administrators can adjust various settings for customers, including:

  • Branding: Apply custom logos and themes.
  • Security Roles: Define roles and permissions.
  • Service Settings: Control specific service configurations.

Remote Customers​

A Remote Customer in Atria is an organization with infrastructure hosted outside the primary Atria environment. This setup enables seamless management of IT services while maintaining customer-specific environments. Remote customers typically have unique compliance, security, or operational requirements that necessitate dedicated or shared external infrastructure.

Types of Remote Customers​

  1. Private Location:

    • A dedicated environment tailored specifically for a single customer.
    • Offers full isolation, enhanced security, and customizable configurations.
    • Ideal for organizations with strict regulatory or data privacy requirements.

  2. Shared Location:

    • A multi-tenant environment where services and resources are shared among multiple customers.
    • Supports efficient infrastructure utilization while maintaining tenant isolation through dedicated Organizational Units (OUs).
    • Suitable for customers with standardized service needs and moderate customization requirements.

Use Cases for Remote Customers​

  • Data Privacy & Compliance:
    Organizations handling sensitive data may require isolated environments for compliance with legal and industry standards like GDPR, HIPAA, or ISO 27001.

  • Custom Configurations:
    Customers needing custom IT services, unique infrastructure setups, or specialized integrations benefit from private remote environments.

  • Service Scalability:
    Managed service providers (MSPs) serving multiple customers can efficiently scale operations by using shared environments while keeping customer data isolated.

  • Hybrid Cloud Deployments:
    Businesses adopting hybrid cloud strategies can link on-premises Active Directory environments to Atria’s cloud services, ensuring a seamless hybrid IT management experience.

For more information on remote environments and their configurations, refer to the Setting Up a Remote Environment guide.

For further information on Atria Customers, refer to Core Concepts - Customers or contact us at support@getatria.com for any questions.