Linking a Server to Autotask

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Before you can link a server to Autotask, please ensure that your Autotask credentials have been set up.
  1. Scroll to the bottom of the page of the server you want to link to Autotask and you'll see an Autotask section.


     
  2. Click on the pencil icon in the Autotask section to start the link process.  In the Account field start typing the name of the Autotask account you want to link.


     
  3. Select the Contract and Service from their drop downs once the data has loaded, then click Save.

     

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  4. Once the link has been saved and created you'll be able to view the information in the Autotask section.

     

Note:  If you make a change to a server that requires a change to the contract or service, then you will need to change the link in CloudMGR manually by repeating the above steps.

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