INTERNAL- User Cannot Access the Webservices API

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Issue

The created user cannot access the Webservices API.

Environment

  • Autotask PSA

Cause

This is usually caused by an incorrect security permission in Autotask PSA. Creating a new user resource with the proper permissions should allow authentication with the API. 

Procedure

Create a new API-only user in Autotask PSA

In Autotask PSA, click the Autotask icon in the upper right-hand corner to open the drop-down menu. Click Admin, then select Resources (Users).

Figure 1: The Autotask main menu (click to enlarge)

2. On the Resources page, click the New button in the upper left-hand corner.

Figure 2: The Resources page (click to enlarge)

3. Fill out the user's general details, then click Save.

Figure 3: The Resource Management screen (click to enlarge)

4. Click the Security tab at the top of the screen. Fill out the username and password fields and make sure the Active box is checked, then assign a security level of API User from the drop-down menu. When finished, click Save & Close. 

5. Attempt the connection again. 

Figure 4: The Resource Management Security tab (click to enlarge)

Modifying an existing user's permissions

If the partner insists on keeping the existing user, you can right-click on the username on the Resources page, and select Edit User from the drop down menu to change the security level. This is not a recommended best practice. 

Additional Resources


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