Context:

MSP Process allows you to link your user account to a Resource (User) in Autotask - that linkage is used in two scenarios:

• When you're adding a Time Entry to a ticket - either from the PSA Tickets page, or with our MSP Process mobile app.
• When you're looking at the PSA Tickets page, and you want to use the "My Tickets" feature to limit that page to only show tickets to which you've been assigned.

Prerequisites:

• You must have a set of Ticket Properties created within your PSA Integration, under the AI Service Desk -> Ticketing -> Ticket Properties page
• Your Resource (User) in Autotask must have at least one Service Desk Role assigned to it, and one of those Service Desk Roles must be flagged as being the default:

Steps to follow:

1. Login to MSP Process with your user account
2. Edit your user account by clicking on the Account icon, in the top right-hand corner of the UI
3. Enable the Link Autotask User option
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4. In the pop-up window that appears, choose the appropriate Ticket Default, and then select the appropriate Resource (User) from Autotask
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5. Click Submit to save your changes

Congratulations! You've now linked your MSP Process user account to a Resource (User) in Autotask.