Creating an Autotask API User for Rocketship

Creating an Autotask API User for Rocketship

Like any software that integrates with Autotask, you’ll need to create an Autotask API user for the connection. This takes about 1 minute to do.

These steps are accomplished via the Admin->Resources (Users) screen in Autotask.

  1. Log in to Autotask as an Autotask admin
  2. Go to Admin-> Resources (Users)
  3. Click the down arrow next to New and choose: New API User
  4. Under General:
    1. First Name: Rocketship
    2. Last Name: API
    3. Email Address: (typically an email to get alerts or your work email, but can be a non-working email)
    4. Active: ENABLED
    5. Security Level: API User (System)
    6. Primary Internal Location: Set this to your main Location — it isn’t relevant otherwise
  5. Under Credentials:
    1. Click Generate Key to generate a random API user login name — you will need this later
    2. Click Generate Secret to generate a random API user password — you will need this later
  6. Under API Tracking Identifier:
    1. Choose Integration Vendor
    2. Select Giant Rocketship
  7. Click Save&Close
Add API User Screen in Autotask

WATCH FULL VIDEO:

    • Related Articles

    • Setup Rocketship in Autotask

      This article describes how to fully integrate Rocketship into the workflow of your team inside Autotask. Setup involves these phases: Set up Autotask API user Add API User in Rocketship Admin portal Enable Rocketship in Autotask Integration Center ...

    • Optimizing Autotask Configuration for Rocketship Integration

      Rocketship is designed to seamlessly integrate with your existing Autotask setup, thanks to its high configurability. However, to ensure optimal performance during the Onboarding Wizard, you’ll need to provide specific settings. Here are the key ...

    • Setup Rocketship in Autotask Dashboard

      This article describes how to create a full-screen dashboard in Autotask for the Rocketship WorkBoard. When complete, your team will have access to the Rocketship WorkBoard as a full dashboard inside of Autotask, as shown in the example below: Create ...

    • Enabling Rocketship in the Autotask Integration Center

      This article describes how to enable Rocketship in the Autotask Integration Center. It is part of the “Rocketship & Autotask Insight/Widget Integration” series. Log in to Autotask as an admin Click on Admin->Extensions & Integrations Click on Other ...

    • Setup Rocketship in Autotask Ticket Insight

      This article describes how to configure a new Ticket Insight for Rocketship’s /CMD board. When done, you’ll be able to work with Rocketship/CMD, as shown in this example: Log in to Autotask Click on Admin -> Features & Settings Click on Service Desk ...