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Account override provides the ability to associate a user with a company based on the value in a specific AD field. Normally, a user is associated to the default company specified by the Autotask configuration on the “Connection Settings” subtab. (see Configuration for Autotask API )

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Setup Override

  • Stop the IDSync service on the “Service” tab

  • Go to the “Autotask” tab and then the “Account Override” subtab

  • Click “Add” button to add a new line

    • Type in the name of the AD field that will be the field to monitor

    • Type in the AD field value that will trigger the action and link to a specific Autotask Account

    • Type in the Autotask Account ID that will be the object of the override

  • Click the “Apply” button

  • Go to the “Service” tab and restart the IDSync service

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