Once your organization has implemented Artera, working alongside your Artera Project Management team, you are ready to transition to your Customer Success Representative and the Artera Support Team.

At this point, your Customer Success Representative will be your main point of contact and dedicated Artera resource. They will proactively engage with you to understand your business needs, address concerns, and help you gain maximum value with Artera. 

Quick Reference Guides

As you navigate through Artera on your own and leverage the available features, be sure to reference the following articles and videos. These are designed to walk you through key activities you will complete within your Artera Enterprise. If you have not logged into Artera yet, check out these instructions.

Lines & Resources Requests

• Lines & Resources Requests Overview: Learn how to submit a request to add/move a Location Resource, add a new line, or build a new Practice.

• Add or Move a Location: Learn how to submit a request to add a new Location to an Artera Practice or move an existing Location from one Practice to another.

• Add a new Phone Line: Learn how to request a new line for a Practice.

• Hosting my Phone Number with Artera Overview: Learn what it means to have Artera text-enable an existing landline owned by your organization.

• Updating Automations After Adding New Lines and Resources: Learn why reviewing your current Automation configuration is important and determine if updates are required based on newly added Lines and Resources to your Artera Enterprise. 

• How to add a New Practice: Learn how to create a new Artera Practice.

• How to add a New Shell Practice to an Existing Enterprise: Learn what a Shell Practice is and how to create one.

Artera Support

• Artera Support Case Entry Form: Learn how to submit cases directly to the Artera Support Team from the Customer Resource Center.

• Artera Support Case Portal:  Learn how to view and open closed Support Cases submitted by users in your organization.

• VPN/Interface Support: Review how to get assistance when your interface is down. 

Artera Status Updates

• Status Updates: Subscribe to Artera status updates and stay up-to-date on any Artera downtime.

Changelog Emails

• Daily Changelog Emails: Artera sends a Daily Email Digest to Enterprise and Manager users that contains any changes made in your production environment.

Continuing Education Resources

• Artera Academy
  • Artera Academy is Artera’s digital learning platform and contains a suite of on-demand training resources to help you get the most out of Artera. These courses are a great introduction to Artera for new hires and function as refresher training for those familiar with Artera. Navigate directly to the Artera Academy site to get started or click on a course name from our course catalog to enroll.
• Weekly Education Webinars
  • Join Artera platform experts and your peers for live webinars covering our features and offerings. Register for sessions here and access on-demand webinar recordings.