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Autotask
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Autotask Overview
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Managing Your Tickets
How to enable Client Portal pop-ups in your browser
Ticket Report in Autotask
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How to enable Client Portal pop-ups in your browser
Depending on your browser settings, you may click on a ticket link in an Autotask email that will not open up the ticket within the Client Portal. This is generally due to pop-up browser settings.
You can add the client portal URL within your browser site settings to ensure these ticket pop-ups are enabled.
Google Chrome
- Open Chrome
- Click into Settings and go to "Privacy and security"
- Go to "Site Settings"
- Select "Pop-ups and redirects"
- Add the Autotask Client Portal URL: https://solutionists.itclientportal.com/
- Once you have added the above URL, click on a ticket link in an Autotask notification email. As long as you are logged into Autotask, the pop-up will automatically open the corresponding ticket. If you are not logged in, you will be prompted with the login page first.
Safari
- Go to the Client Portal URL: https://solutionists.itclientportal.com/
- Click into "Preferences" and go to "Websites"
- Select Pop-up Windows in the left hand nav (generally at the bottom of the list)
- Update the setting to "Allow" pop-ups for the Autotask Client Portal URL
- Once you have updated the setting as above, click on a ticket link in an Autotask notification email. As long as you are logged into Autotask, the pop-up will automatically open the corresponding ticket. If you are not logged in, you will be prompted with the login page first.
Firefox
- Open Firefox
- Click into Preferences and go to "Privacy & Security"
- Scroll down to "Permissions"
- Uncheck the box next to "Block pop-up windows" to disable the pop-up blocker
- Click the "Exceptions" button the right of "Block pop-up windows" to open the dialog box to choose which sites are allowed to open pop-ups.
- Add the Autotask Client Portal URL: https://solutionists.itclientportal.com/ and click the "Allow" button
- Save your changes
- Once you have updated the setting as above, click on a ticket link in an Autotask notification email. As long as you are logged into Autotask, the pop-up will automatically open the corresponding ticket. If you are not logged in, you will be prompted with the login page first.
Other Browsers
For other browsers, please find more information below.