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Autotask Setup
Step 1: Creating a Security Level for Autotask
Step 1: Creating a Security Level for Autotask
Jason Langenauer avatar
Written by Jason Langenauer
Updated over a week ago

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.

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