Setup: Create Autotask API Security Level

In this procedure, you will create a new Autotask API security level that allows associated API resources to impersonate other Autotask contacts and resources when making API calls.

To create a new Autotask API security level with rights to impersonate other contacts and resources:

In order to complete the following steps, you will need to login to Autotask as a user with full administrative rights.

Procedure

1. Login to Autotask
2. Hover the top-left Autotask mega-menu; click Admin
3. On the top row of tabs, click Account Settings and Users
4. Click to expand the section Resources/Users (HR)
5. In the Security section, click Security Levels
6. Review your current list of security levels. If you already have a security level called API User w/ Full Impersonation Rights (API-only), then you can skip the remainder of these steps.
7. On the existing security level called API User (system) (API-Only), right-click, then click Copy Security Level
8. Set the Name field to API User w/ Full Impersonation Rights
9. At the bottom, on the Web Services API section, click Full Permission
10. At the top of the window, click Save & Close