This guide will show you how to set up your new Helpdesk Buttons with Autotask. You will need an administrative login for Autotask.
The first step involves configuring an API user in Autotask.
In the main Autotask menu, select Admin and then Resources.
Click the ‘New’ button to open the new user window.
Set up the account as normal. Make sure that the Security Level is set to ‘API User (System)’, and the Integration Vendor in the API Tracking Identifier section is set to ‘Helpdesk Buttons - Tier2Tickets’. Also take note of the username and the password since you will need them later.
You will also have to create a contact for any unregistered users to show up as when they submit a ticket.
Open the contacts page.
Click the ‘New’ button to create this contact.
Set the First name to be ‘Unregistered’ and the last name to be ‘User’ like shown
Also set the Email Address for this contact to be ‘firstname.lastname@example.org’ like shown
When you are finished, click ‘Save and Close’.
With that finished, now you will need to configure your information on the Helpdesk Button website.
API Access Settings¶
For those of you who want to restrict the access the API user has, here is the security access we need: (a custom security level will need to be created and assigned to us with these permissions):
- CRM/Customer & Cancelations/Permission - All (For checking user and company data like address and email addresses)
- Service Desk/Tickets/View - All
- Service Desk/Tickets/Add - Yes (Creating tickets)
- Service Desk/Tickets/Edit - Yes (Adding Notes to tickets)