Autotask PSA: API Member Security Role Requirements

Before Autotask can be integrated with Moovila there are several steps to be taken within Autotask to set up permissions and structure for a successful integration.

API-Only Agent Creation + Permissions

The first step will be to set up an Autotask agent with the following credentials established:

General Information
Active: True
License Type: API User
Feature / Section Access
CONTRACTS:
Object Permissions	View	Add
Contracts	All	No
	Permission
Contract Visibility	Full
CRM:
Account & Contact Access Object	Permission
Customer & Cancellation	All
Vendor & Partners	All
Prospects, Leads, & Dead	All
Object Permissions	View
Opportunities & Quotes	All
PROJECTS:
Project Type	View	Add
Client & Internal	All	Yes
Proposals	All	Yes
Project Templates	All	Yes
Object Permissions	Edit	Delete
Task Notes	All	All
Time Entry Permissions
Can modify Non-Billable setting on task and issue time entries
Can modify Work Type on task and issue time entries
Can enter time on: All Tasks
Can modify Show on Invoice setting on task and issue time entries
Task Checklist Permissions
Can add/edit items
Can delete/uncomplete items
Other
Can view Task notes and attachments marked as "Internal Only" and "Internal & Co-managing"
SERVICE DESK
Object Permissions
Object	View	Add	Edit	Delete
Tickets	All	No	No	None
Service Calls	All	Yes	Yes	All
ADMIN
Feature Access:
Your Organization
Resources/Users (HR)
Application-Wide (Shared) Features (Full Access)
Accounts & Contacts
Projects & Tasks