Create an API account in Autotask
This document will provide detailed instructions for creating your Password Boss API user account in Autotask.
Creating a new API account
- Within Autotask navigate to Homepage > Admin > Features & Settings

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- Expand RESOURCES/USERS (HR) and click Resources/Users

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- Click New

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- On the General tab fill in the required fields
- First Name, Last Name, Primary Internet Location, and Email Address
- Click to the Security tab
Enter the following details
- Username
- Password
- Confirm password
- Security Level = API User (system)
- Check the box for Resource is not required to Submit Timesheets
- In the API TRACKING IDENTIFIER section click Integration Vendor and then the from the list of vendors select Password Boss

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- Complete the required information on the HR, Approvers and Associations tabs
- Click Save and Close when done
- The rest of the setup takes place in the Password Boss Partner Portal.
Updated almost 2 years ago