PipelineAutotask Sales Board ·

Sign in to your pipeline

Enter the team password, then choose your name. Every change you make is written to Autotask as you.

or

PipelineAutotask Sales Board ·

——

— active opportunities Weighted pipeline — Synced

Administrator

Settings

Autotask API connection

API zone base URL

API integration code

Credentials are written to Azure Key Vault, never stored in the browser. The API key field shows blank by design — submitting it replaces the secret; leaving it blank keeps the existing one.

Administrators role-based access

Anyone on this list sees Settings. Matched by Entra ID / Autotask email. Editable here or directly in Key Vault without redeploying.

Changes apply on save.

First sign-in

Set a new admin password

You signed in with the temporary administrator credential. Choose a new password to continue.

New password

Confirm password