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

  1. Within Autotask navigate to Homepage > Admin > Features & Settings
390390

Tip - click the images to make them larger

  1. Expand RESOURCES/USERS (HR) and click Resources/Users
459459

Tip - click the images to make them larger

  1. Click New
503503

Tip - click the images to make them larger

  1. On the General tab fill in the required fields
  • First Name, Last Name, Primary Internet Location, and Email Address
  1. 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
846846

Tip - click the images to make them larger

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