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Impersonation of users when updating records in Autotask

All opportunities and quotes synced to Autotask from Salesbuildr, are created by the Salesbuildr Api user in Autotask.

Our sales team is growing, and when colleagues have questions, we can't see in Autotask, who created the quote (that is not always the opportunity owner or account manager, but internal or pre-sales).

Autotask supports impersonation, so it would be a great feature that we can see who created the opportunity or quote.

https://ww15.autotask.net/help/DeveloperHelp/Content/APIs/REST/General_Topics/REST_Security_Auth.htm?Highlight=impersonation

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Comments1

  • Victor Raessen

    Team•

    Mar 10

    **Chris Lawson** (2026-01-09): This would be an extremely valuable feature for us.