AutoTask API User Creation

Field Names May Vary

AutoTask allows customization of field names. For example, “Companies” may appear as “Accounts” in your instance. If you can’t find a field mentioned in this guide, look for a similarly-named equivalent.

Create the security level

Navigation: Admin -> Company Settings & Users -> Expand Resources/Users (HR) -> Security Levels

To create a new security level, copy the level that most closely matches the one you want to create e.g., “API User”.

Provide it a Name, set it to Active

Contracts

View: All, Add: No, Contract Visibility: Limited

CRM

Object	View	Add	Edit	Delete
Companies	All	No	No	None
Contacts	All	No	No	None

Service Desk

Object	View	Add	Edit	Delete
Tickets	All	Yes	Yes	None
Ticket Notes			Mine	None
Service Calls	All	No	No	None
Charges	All	No	None	None
Expenses	All	No	None	None

Other Permissions (still in Service Desk) Ensure checked:

• “Can view non-billable time entries (Resources can see their own time entries)“

Admin

Object	View	Add	Edit	Delete
Resources	All	No	No	None

Other (towards bottom)

Ensure Webhooks -> Can create Webhooks is checked Maximum number of Webhooks ensure it is at least 1, but recommended to keep at default of 10

Miscellaneous Ensure checked: “Not required to change password (password does not expire)”

Web Services API Ensure checked: Feature Access -> Can login to Web Services API

Click “Save”

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Create the user

Goal: Generate a Username, Secret, and Tracking Identifier

Navigation: Admin -> Company Settings & Users -> Expand Resources/Users (HR) -> Resources/Users -> “New” dropdown -> “New API User”

General

First Name / Last Name Name it whatever you’d like, e.g. MSP AI

Email Address Enter an email address to receive any AutoTask error messages. Ideally you won’t receive any emails to this address, but it could help in debugging any issues.

Active / Locked Ensure it is set to Active. Ensure it is not set to Locked.

Security Level Select the security level you created from the previous step

Primary Internal Location Choose one

Click Generate Key and Generate Secret Save these credentials

API Tracking Identifier

Choose “Custom (Internal Integration)”

Internal Integration Name Enter a name that will help you identify this e.g., MSPAI

Tracking Identifier Save this alongside the Key and Secret from earlier

Click Save & Close

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Next Steps

Send the following credentials to your MSP AI contact:

• Username (Key)
• Secret
• Tracking Identifier

Then proceed to the Onboarding Checklist to provide your configuration preferences.