Context:

MSP Process allows you to link your user account to a Resource (User) in Autotask - that linkage is used when you're adding a Time Entry to a ticket - either from the Ticketing -> PSA Tickets page, or with our MSP Process mobile app.

Prerequisites:

• You must have a Ticket Default created within your PSA Integration, under the Integration -> PSA Integration 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.