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 ...
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 ...
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 ...
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 ...
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 ...