Create Autotask API User

Support Updated by Support


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.

How did we do?

Confirming Microsoft Account Permissions