To add Contact and Resource impersonation rights to your Dedicated Autotask API User:

Create a new Security Level

  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. On the existing security level API User (system) (API-only), right-click and click Copy Security Level
  7. Set the name of the new security level to API User w/ Full Impersonation Rights
  8. At the bottom, on the Web Services API section, click Full Permission
  9. At the top of the window, click Save & Close

Assign the new Security Level to your Autotask API User

  1. Hover the top-left Autotask mega-menu; hover Admin; click Resources (Users)
  2. To the left of the name of the existing Autotask API user, hover the 3-bullet-point icon and click Edit
  3. Change Security Level to API User w/ Full Impersonation Rights
  4. At the top of the window, click Save & Close
Tagged: