Other security settings

This article describes the security settings you can configure to grant or restrict access to various other features in Autotask. It also documents the settings of the system security levels in your Autotask instance.

System security levels are not editable, but you can make copies and edit them to create custom security levels. Refer to:


You can customize user access levels for Resources/Users (HR), Surveys, Resource Visibility, Client Portal, Form Templates, QuickBooks (New) and miscellaneous other features.



Additional Resources