How to adjust Autotask API user permission settings

How to adjust Autotask API user permission settings

Posted by The Team at Mindmatrix on 26 April 2018 02:34 PM

To setup an Autotask API user for Mindmatrix integration, you will want to account for the following settings. 

 

Within Autotask go to ->Admin option -> Features and settings

Autotask Features and settings

 

Under Resources / Users (HR) selection: select security levels option

Security Level Option

 

Edit the role, or create a new role for this API User.

API Security Levels

 

The following permissions are required to allow the sync to function properly. 

 

1. General Information section The Security level should be set to "active"

Set security level to active

 

2. CRM section select "Full" Permission: It should have the object permissions for Account, Opportunities and To-Do's under CRM section. 

Full Permission

 

 

3. Admin section: will require the below choices. 

Admin Section Selection

 

 

 4. Other section: will require the below choices. 

 

 Security level other

 

 

5. Apply Security level to user

 

You can assign the role to the user, by editing the user and selecting the security level.

User security level setting

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