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MSP Atlas manual
This manual shows you how to use MSP Atlas day to day: finding a client's documentation, keeping passwords safe, watching the health of the devices you look after, and running Atlas itself. It covers version 1.7.32.
Who this manual is for
| If you are | Start with |
|---|---|
| A technician | Getting started, then Clients, Documentation and Passwords |
| An administrator | People and access and Settings, then the chapters for technicians |
| The person who runs the server | Installing Atlas and Keeping Atlas healthy |
| A client's own staff | For your clients |
Chapters
- 1How Atlas fits togetherWhat Atlas is, the parts it is made of, and how the apps and integrations connect to it.
- 2Getting startedSigning in for the first time, two-step verification, finding your way around, and what your role lets you do.
- 3ClientsThe client list, a client's workspace and overview, quick notes, the monthly report, and exporting a client.
- 4DocumentationAssets and layouts, documents and the knowledge base, checklists, links, files, version history, sharing and QR labels.
- 5PasswordsThe client vault, revealing and copying, the generator, rotation, sharing, Send, your personal vault, password health and BitLocker keys.
- 6Monitoring and alertsExpirations, RMM health, warranties, domain and SSL trackers, asset statistics, security and tickets, and the alerts Atlas emails.
- 7Browser extension and Windows appFilling logins in Edge and Chrome with the Atlas extension, and quick search and copying from anywhere in Windows with Atlas for Windows.
- 8For your clientsWhat client accounts see, how to give a client's staff access, and what to share with them.
- 9Installing AtlasInstall Atlas on Ubuntu or Debian, with Docker, or on Windows Server, then create the owner account and get through the first day.
- 10People and accessAdding people, roles and client access, groups, single sign-on, vault policies, emergency access, and the security log.
- 11SettingsEmail and alerts, monitoring rules, sign-in, API keys, webhooks, and your logo and colours.
- 12Data and integrationsImporting from Hudu and spreadsheets, ConnectWise RMM and Microsoft 365 syncs, the BitLocker collector, and automatic password rotation.
- 13Keeping Atlas healthySystem status, backups and restores, updates, restarting and repairing services, and the portal's certificate.
- 14Everyday tasks at a glanceThe common jobs in one table, with where to go for each.
- 15When something isn't workingSymptoms and fixes, from sign-in problems to failed backups, syncs and rotations, and how to ask for help.
- 16Security modelWhat Atlas protects, from whom, and where its protections end.
Other versions of this information
The manual is written from the guides kept beside the code: the administrator guide, the user guide, the deployment guide, and data in and out. Those go deeper into settings and file formats. What changed in each release is in the changelog.
The screenshots show a demonstration organization with made-up clients. Your Atlas shows your own logo and colour.