Using the Autotask ticket portal

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Why and when to use the Autotask ticket portal:

  • Check work in progress
  • Review previous tickets, technician notes, invoices
  • Access and update the list of the devices (called Configuration Items) and associated documentation we are monitoring and maintaining for you
  • Lodge support tickets
  • Add new contacts and team members, update your contact details in our system

Where to find it:

  1. Via website Resources menu
  2. Directly via

Who has access:

  1. Company owners
  2. Nominated primary contacts

How to set it up:

  1. You will receive an email from with subject “Welcome to the Client Portal”, click on the link
  2. Enter your username. Your username will be your work email address 🙂
  3. Set a password. You can then save this password to Passportal for optimal security 😉

How to use it:

  1. For a quick overview of the platform, process for submitting tickets, reviewing old work and other time saving tips, watch this video (less than 10 mins)

Key points from this video

  • This is your most convenient place to review all work
  • Add new Team Members for your organisation using the Manage / Users menu item
  • You can review all completed and active tickets as well as add notes and files to tickets from the Tickets menu item