Collaboratively Working with Autotask
I’m currently in the early stages of talks with another company about some cross collaboration and it just so happens that we are both users of the PSA from Autotask. I’m curious if there is anyone out there that has used Autotask between two companies to pass ticket assignments back and forth and to use it for tracking across both companies.
Currently the thing we are looking to do is find a way to assign tickets across the system to each other, but still be able to track the progress of the ticket as the other person works on it. The short version is that neither of us really wants to have to burn a license so that the other can work on tickets that originate from the other side’s Autotask instance. I know this has to be possible since companies like Ingram Micro can integrate with a MSP’s Autotask installation with their helpdesk product.
This is my first look into how to manage this interaction, but as I continue to grow and add more partners to my list, this is something I’m hoping to have to do even more of in the future. If anyone out there from Autotask is reading this and has a pointer to where we can read up on how to do this, it would be appreciated as well.




