Creating an integrator resource in Autotask

Follow these instructions to create a separate resource (user account) for the integration with IT Glue.

If you choose to use an existing resource, then these steps do not apply. However, if you are using an existing resource, make sure the security level is set to Full Access or System Administrator.

Instructions

  1. Hover your mouse over the Autotask icon (top left corner) to access the main menu. Navigate to Admin > Resources (Users) and then click on the + New button.


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  2. In the General tab, enter/select the following:
    1. First and last name
    2. Primary internal location
    3. Email address and type
    4. Date, time, and number formats


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  3. Click the Security tab and complete the following fields:
    1. Password - Enter a unique password.
    2. Confirm Password - Re-enter the unique password.
    3. Security Level - Select API Users (System) or Full Access (System Administrator).
        1. If you selected API User (System), click the Integration Vendor option and select IT Glue - Documentation Management in the drop-down.

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      Note: When you select the IT Glue - Documentation Manager option, a warning will pop-up. Click OK.


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  4. Click the HR tab and complete the following fields:
    1. Resource Type
    2. Hire Date
    3. Timesheet Start Date
    4. Payroll Type
    5. Effective Date (for time off)
    6. Internal Cost - Click the + New button and enter the Hourly Rate in the new field that appears. Click OK.

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    How to add Internal Costs:

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  5. Click the Approvers tab and complete the following fields:
    1. Timesheet Approver(s) - Click the + New button and select the approver. Repeat as required. Click OK
    2. Expense Report Approver(s) - Click the + New button and select the approver. Repeat as required. Click OK

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    How to add Timesheet Approvers:

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    How to add Expense Report Approvers:

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  6. Click the Associations tab and complete the following fields:
    1. Departments - Click the + New button and select Department Name and Role Name. If the resource is the Department Lead, click the associated box. Repeat as required. Click OK
    2. Service Desk Queues - Click the + New button and select the Queue Name. Repeat as required. Click OK
    3. Service Desk Roles - Click the + New button and select the Role Name. Repeat as required. Click OK

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    How to add Department Names:

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    How to add Queue Names:

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    How to add Role Names:

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  7. Click Save & Close at the top of the window.


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  8. Access the main menu. Navigate to Admin > Feature & Settings > Resources/Users (HR) > Protected Data Permission.


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  9. Check the View Protected Data box for the integrator role and then click on Save.


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You now have an integrator resource for IT Glue.

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