Are you looking to move your TimeZest account from your current PSA to Autotask? Follow these instructions first: How can I migrate TimeZest to another PSA?
We recommend creating a new security level for TimeZest, so that it has only the minimum permissions it needs to operate.
1. In Autotask, go to the Admin page, expand the Resources/Users (HR) section, and click on Security Levels.
2. Right click on API User (system) (API-only) security level, and select Copy Security Level.
3. Name the new security level TimeZest, and grant full permission for the following sections:
CRM
Projects
Service Desk
4. In the Admin section, ensure the Your Organization and Resources/Users (HR) checkboxes are checked.
5. Click Save & Close.