Go to Admin → Organization Settings & Users → Resources/Users (HR) → Security Levels and create a new security level.
Security Levels is under Resources/Users (HR) in Admin
Copy the built-in API User (system) level. It already has the basic API permissions.
2
Name the security level
Name it Neo API User. Set the License Type to API User.
Name the security level 'Neo API User' with License Type set to API User
3
Click Full Permission on every section
Scroll down to the permission sections. Each section has a Full Permission link in its top right corner. Click it on every section:
Contracts
CRM
Inventory
Projects
Service Desk
Documents & Knowledge Base
Timesheets
Reports
Admin
Other
Click 'Full Permission' to enable all permissions in a section at once
Scroll through each section to the bottom. Some sections have more checkboxes below the main permission grid. Verify that Full Permission set them all.
4
Verify webhooks in the Other section
Full Permission on the Other section sets these already. Verify them:
“Can create Webhooks”: checked
“Maximum number of Webhooks”: 5
The Webhooks settings are within the Other section
Webhooks send ticket events to Neo in real time.
5
Click Full Permission on the Web Services API section
One click enables API login, Resource Impersonation, and Contact Impersonation.
Click 'Full Permission' on the Web Services API section
Resource Impersonation lets Neo write tickets and notes under a technician’s name. Each technician’s own security level must also permit impersonation. Contact Impersonation lets Neo write notes under an end-user contact’s name, which fires Autotask’s “Customer note added” workflow events.
