Creating an integrator resource in Autotask

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

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). 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. Integration Vendor option and select IT Glue - Documentation Management in the drop-down.
  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:

    Resource_Management-8.png

    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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