Overview

A skeleton walkthrough for a brand-new Horizon admin. Setup happens in three phases: the onboarding wizard (one-time, walks you through getting your helpdesk connected), admin setup (the configuration you do once you're in the Admin panel), and the setup checklist (the per-account filters and helpdesk actions that make triage, dispatch, and escalation actually do something). Each step links to a deeper KB article for the specifics.

Where to find it: https://app.giantrocketship.net/

Prerequisites

• An invite email from Giant Rocketship with your Horizon sign-in link.
• Admin credentials for your helpdesk (ConnectWise Manage, Autotask, Zoho Desk, or HaloPSA).
• Admin or service-account credentials for Microsoft 365 or Google Workspace if you intend to sync calendars.

Phase 1: Onboarding Wizard

When you sign in for the first time, Horizon drops you into the onboarding wizard at /onboarding. You can't reach the Admin panel until the wizard is done. The wizard is four steps and takes a few minutes plus discovery time.

1. Sign in to Horizon. Open the link from your invite email and authenticate. You'll land on the onboarding wizard automatically.
2. Complete the wizard. Four steps:
   • Your Info — name, company name, timezone.
   • Helpdesk — pick your PSA: ConnectWise, Autotask, Zoho Desk, or HaloPSA.
   • Connect — enter API credentials and click Test Connection. The matching KB explains how to mint credentials on the helpdesk side:
     • Connecting ConnectWise Manage to Horizon
     • Connecting Autotask to Horizon
     • Connecting Zoho Desk to Horizon
   • Setup — Horizon discovers your helpdesk's entities (companies, contacts, queues, statuses, etc.). The page polls every couple seconds; click Complete Setup once it finishes.

   On completion, your default panel is switched to Admin and you're redirected there.