Datto Autotask PSA - Permissions for API User Security Level
Learn how to set up and manage permissions for API users at different security levels in Datto Autotask PSA.
Table of Contents
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
-
All
- Customer & Cancelation
- Object Permissions
- Configuration Items & Subscriptions
- View = All
- View = All
- Configuration Items & Subscriptions
Service Desk
- Object Permissions
- Tickets
- View = All
- Add = Yes
- Edit = Yes
- View = All
- Tickets
- Time Entry Permissions
- Can modify Non-Billable setting on ticket time entries
-
Enabled (Checked) - Only needed if you want time entries on internal tickets
-
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
-
Enabled (Checked) - Only needed if you want time entries on internal tickets
- Can modify Work Type on ticket time entries
-
Enabled (Checked)
-
Enabled (Checked)
- Can modify Non-Billable setting on ticket time entries
Admin
- Feature Access
- Resources/Users (HR)
-
Enabled (Checked)
-
Enabled (Checked)
- Service Desk (Tickets)
-
Enabled (Checked)
-
Enabled (Checked)
- Resources/Users (HR)
Web Services API
- Feature Access
- Can login to Web Services API
- Enabled (Checked)
- Can login to Web Services API