How to Set Up Atera | Atera IT Management Tutorial 2026

In this video, “How to Set Up Atera | Atera IT Management Tutorial”, I’ll take you through setting up Atera from scratch so you can manage devices, monitor systems, and automate IT workflows like a pro. Whether you’re an MSP, in‑house IT, or a small business IT admin, this walkthrough will get you from signup to a fully configured environment in no time. Atera combines remote monitoring and management, ticketing, and automation into one platform, so proper setup is key to getting the most value. This tutorial focuses on account creation, user roles, customers, and initial monitoring policies so you can start onboarding devices and clients efficiently. What you’ll learn in this video: ✅ How to create and configure your Atera account ✅ How to add users, roles, and permissions for your team ✅ How to set up customers, sites, and folders for clean organization ✅ How to configure basic monitoring policies and alerts ✅ How to enable automation and scheduled tasks ✅ Best‑practice setup tips for MSPs and IT teams Who is this video for? 💻 MSPs managing multiple clients 🏢 In‑house IT teams in small to midsize companies 🛠️ IT consultants and system administrators 👨‍🔧 Anyone starting out with Atera for remote IT management If you liked this video, don't forget to like and subscribe. Thanks for watching.