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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 ...