Create Autotask API User
In this article, we will create an Autotask API User to use for our CSP Portal Initial Setup.
Create an API User:
- Login to your Autotask website
- Browse to Admin > Resources (Users) > New
- Fill in First Name, Last Name and Email Address.
- Complete any additional fields required for your Company, followed by the Security tab.
- Fill in Username and Password
- From the Security Level drop down, select API User (system)
- From the API Tracking Identifier section, select Integration Vendor followed by Lancom Technology - Cloud Services from the available drop down.
- Complete required fields under the HR, Approvers and Associations tab as required.
- Select Save & Close from the top of the window to complete this process.