Task 3. Preparing Accounts

To prepare accounts in Autotask, perform the following steps.

1. Hover over the Autotask icon , and then navigate to CRM, Accounts, as shown below.
   
   
   The Account Search page is displayed.
   
   
2. In the Account (Name/Number) field, type the account you are updating.
   The Account listings are displayed.
   
   
3. Click the account you want to update.
   The Account page is displayed.
   
   
4. Click the Edit tab.
   The Edit Account page is displayed.
   
   
5. Select the User Defined tab.
   The User Defined fields are displayed.
   
   
6. At the Intronis Username field, type the Barracuda MSP user name for that account (in the above example, able_mfng is used), and then click Save & Close.
7. Repeat the above steps for each account that has a Barracuda MSP user name.