How to allow an Autotask Admin to manage/share/edit Shared Tabs/Dashboards

How to allow an Autotask Admin to manage/share/edit Shared Tabs/Dashboards

In Autotask, to create a Shared Tab (to finish the onboarding wizard), the admin should have the following permissions enabled in their Autotask Security Class:


    • Related Articles

    • Setup Rocketship in Autotask Dashboard

      This article describes how to create a full-screen dashboard in Autotask for the Rocketship WorkBoard. When complete, your team will have access to the Rocketship WorkBoard as a full dashboard inside of Autotask, as shown in the example below: Create ...

    • _Onboarding Process_

      In this KB, we will list out, in order, the KBs to read and implement for your onboarding. Note, Rocketship provides a New Account Onboarding process, and you should be meeting with your onboarding specialist for this process. KB #1 Setup Rocketship ...

    • Enabling Rocketship in the Autotask Integration Center

      This article describes how to enable Rocketship in the Autotask Integration Center. It is part of the “Rocketship & Autotask Insight/Widget Integration” series. Log in to Autotask as an admin Click on Admin->Extensions & Integrations Click on Other ...

    • Setup Rocketship in Autotask Ticket Insight

      This article describes how to configure a new Ticket Insight for Rocketship’s /CMD board. When done, you’ll be able to work with Rocketship/CMD, as shown in this example: Log in to Autotask Click on Admin -> Features & Settings Click on Service Desk ...

    • Setup Rocketship in Autotask

      This article describes how to fully integrate Rocketship into the workflow of your team inside Autotask. Setup involves these phases: Set up Autotask API user Add API User in Rocketship Admin portal Enable Rocketship in Autotask Integration Center ...