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 )
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
Open the Windows ADUC tool and view the properties for a user
Go to the tab containing the AD field defined for the override
Change the value of the field to a value defined as an override
If this is a user being enabled the first time for Autotask
A new Autotask contact record is created and associated with the Autotask Account defined by the override
If this is an AD user with an existing Autotask contact record
The existing portal login name will be changed by appending random numeric value to the name
And it will be disabled
A new Autotask contact record will be created and associated with the Autotask Account defined by the override
Stop the IDSync service on the “Service” tab
Select a line that defines an override and click “Remove” button
Click the “Apply” button
Go to the “Service” tab and restart the IDSync service