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).


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  2. Click the drop-down arrow beside + New and select New API User.


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  3. In the Add API User window, enter/select the following:
    1. General section:
      1. First and last name
      2. Email address
      3. Security Level - Select API User (system) in the drop-down menu.
      4. Username (key) - Enter a key of your choice or click Generate Key.
      5. Password (secret) - Enter a password of your choice or click Generate Secret.
        Important. Store your API credentials - your username (key) and password (secret) - in a secure location. You will need them again to integrate IT Glue with Autotask.
    2. API Tracking Identifier section:
      1. Integration Vendor - Select ITG - Documentation Management in the drop-down menu.


        Add_Api_User.png

  4. Click Save & Close at the top of the window.
  5. Access the main menu and navigate to Admin > Feature & Settings > Resources/Users (HR). In the Security sub-section, click Protected Data Permission.


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


    Autotask_-_ITG_Software_Inc_-2.png

You now have an integrator resource for IT Glue.

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