US English (US)
ES Spanish

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

  • Contact Us
English (US)
US English (US)
ES Spanish
  • Home
  • AutoElevate Knowledgebase
  • Integrations
  • PSA Ticketing System Integrations

Datto Autotask PSA - Permissions for API User Security Level

Written by Owen Parry

Updated at July 27th, 2024

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

  • AutoElevate Knowledgebase
    New to AutoElevate? START HERE General & Troubleshooting Managing Rules Integrations Announcements FAQ Sales & Marketing
  • Password Boss Knowledgebase
    Using Password Boss Business Administration Password Boss Partner Documents
  • Changelogs for Autoelevate and Password Boss
  • Current Status
  • Marketing Toolkit
    MSP Marketing & Education Toolkit
+ More

Table of Contents

CRM Service Desk Admin Web Services API

Permissions needed by Section. If a section is not mentioned here, it can be set to No Permission.


CRM


  • Account & Contact Access
    • Customer & Cancelation
      • All
         
  • Object Permissions
    • Configuration Items & Subscriptions
      • View = All
         

Service Desk


  • Object Permissions
    • Tickets
      • View = All
         
      • Add = Yes
         
      • Edit = Yes
         
  • Time Entry Permissions

    • Can modify Non-Billable setting on ticket time entries
      • Enabled (Checked) - Only needed if you want time entries on internal tickets
         
    • Can modify Show on Invoice setting on ticket time entries
      • Enabled (Checked) - Only needed if you want time entries on internal tickets
         
    • Can modify Work Type on ticket time entries
      • Enabled (Checked)
         

Admin


  • Feature Access
    • Resources/Users (HR)
      • Enabled (Checked)
         
    • Service Desk (Tickets)
      • Enabled (Checked)
         

Web Services API


  • Feature Access
    • Can login to Web Services API
      • Enabled (Checked)
psa permissions api security

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • Zendesk PSA - API Token for AutoElevate Integration Setup
  • RepairShopr PSA Integration Setup Preferences
  • SyncroMSP PSA - Token API Permissions
  • ConnectWise Manage - API Member for AutoElevate Integration Setup
  • Products
    • Privileged Access Management
    • Password Management
  • Solutions
    • For MSPs
    • For IT Pros
    • By Industry
  • Resources
    • Weekly Demos
    • Events
    • Blog
    • FAQ
  • Company
    • Leadership
    • Culture + Values
    • Careers
    • Awards
    • News & Press
    • Trust Center
    • Distributors
  • Get Pricing
  • Free Trial
  • Request a Demo
  • Support
  • Login
  • Contact
4925 Independence Parkway
Suite 400
Tampa, FL 33634
CALL US (813) 578-8200
  • Link to Facebook
  • Link to Linkedin
  • Link to Twitter
  • Link to Youtube
© 2023 CYBERFOX LLC ALL RIGHTS RESERVED  |  Privacy Policy

Knowledge Base Software powered by Helpjuice

Expand