Admin access and security

Accessing the Admin area

You access the Admin area of Autotask from the main menu.

Move your mouse over the main menu. Select Admin, and optionally pick an admin category.

The Admin section will open to the default Features & Settings tab, or to the tab of the selected admin category.

For information about the Admin area, refer to Navigating Admin pages.

Security permissions

By default, the entire Admin area is accessible to users who are assigned the System Administrator (system) security level. However, security in Autotask is entirely configurable. You can create copies of the system security levels in Autotask, and both remove and add permissions to these custom security levels. This will result in security levels that have access to some areas in Admin but not others.

EXAMPLE  The administrator of your local organization would like to leave the administration of Service Desk queues and ticket priorities to the service manager.

EXAMPLE  The HR administrator would like to remove the system administrator's access to the Resources/Users section of Admin.

NOTE  Users with partial Admin access will see only Admin tabs with features they are able to configure.

Refer to Admin security settings.