You might want to use a custom security role for the API member authenticating with your Simplesat account if you want control over more granular permissions.
Creating a new role
Head over to Admin > Features & Settings > Security Roles in your Autotask account
Find and copy the existing API User security level
Editing access levels
Once you create a new role, you can choose the access level for each individual feature/section in your Autotask account.
For each module you can configure access for View, Add, Edit, and Delete levels.
We recommend the following minimum settings for Simplesat to work best with your Autotask account.
- Tickets - View (All), Edit
- Ticket Notes - Edit
- Resources/Users (HR)
- Accounts & Contacts
Note that many integrations between Simplesat and Autotask will work without some of the above settings allowed. There also might be future integrations that require additional settings to be configured.
If you run into an issue where part of an integration isn't working, the security levels settings are a good place to look to see if something needs to be enabled. For example, if resource names aren't correctly being imported into Simplesat, you may need to enable the Resources/Users (HR) settings in the Admin section.