Integrating Remote Manager with Autotask
Procedure
- Log on to the Autotask web console at https://ww2.autotask.net.
- Go to the .
The Automation screen
appears.
- Expand EMAIL NOTIFICATIONS & SURVEYS and click
Incoming Email Processing.
The INCOMING EMAIL PROCESSING
screen appears.
- Hover over the Add Ticket Email Service (ATES) menu icon
(
) and click
Edit.
The EMAIL PROCESSING MAILBOX - ADD TICKET
EMAIL SERVICE (ATES) screen appears.
- Make a note of your Service Provider ID and
Service Provider Password, so you can enter these
details later.
- Log on to the Remote Manager web console.
- Go to .
- In the Autotask section, select Enable
Integration, and then type the Logon ID
and Logon password you noted down earlier. From the
Language drop-down menu, select your preferred
language.
- Click Save.
- Go to the Customers screen.
- Select the company you want to receive Autotask notifications from.
- Click the Notification tab.
- Select Me as the recipient to ensure that you will
receive email notifications. Add additional recipients, if necessary, by typing
their email addresses in the Additional recipients
field.
- Select Autotask from the Third-party
notifications list.
- Select one of the following options: