_Onboarding Process_

_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.

    • Related Articles

    • Mass Accepting Service Calls During Onboarding

      During the onboarding process, especially if you are using the SeaLevel/Pax8 Academy “pending acceptance” concept for Service Calls, you may need to mass accept the imported Service Calls we find during the onboarding process. That’s because some ...
    • 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 ...
    • 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 ...
    • 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:
    • Optimizing Autotask Configuration for Rocketship Integration

      Rocketship is designed to seamlessly integrate with your existing Autotask setup, thanks to its high configurability. However, to ensure optimal performance during the Onboarding Wizard, you’ll need to provide specific settings. Here are the key ...