Adding, editing, or copying a resource

NOTE  Set up resources who will be timesheet and expense report approvers first, beginning with the highest level approver. They will be assigned as approvers when you set up the other resources.

To preserve data integrity, resources cannot be deleted from Autotask. Consider this when adding a resource.

For information on adding a co-managing user or an API user, refer to Adding or editing a co-managing user and Adding or editing an API user.