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 2: Admin Setup

You're now in the Admin panel. The remaining configuration is done from here.

3. Register helpdesk callbacks. Callbacks are how the helpdesk tells Horizon something happened (new ticket, status change, time entry). Without them you'll be stuck on slow polling. See Registering Helpdesk Callbacks in Horizon.
4. Add the helpdesk widgets. Most agent activity happens through widgets embedded in your helpdesk, not the standalone Horizon UI. Follow whichever applies:
   • Adding Horizon ConnectWise Widgets
   • Adding Horizon Autotask Widgets
5. Connect a calendar provider. Calendar sync is what makes scheduled todos, booking links, and assignment-by-availability work. Pick the one your team uses:
   • Connecting Microsoft 365 Exchange to Horizon
   • Connecting Google Workspace Calendar to Horizon
6. Set up SMTP relay (optional but strongly suggested). If you skip it, all outbound mail from Horizon is sent from a @giantrocketship.net address — which works, but customers will see Giant Rocketship instead of your company in the From line. To send mail from your own domain, follow How to Set Up SMTP Relay.
7. Configure outbound mail. Horizon sends notifications, booking confirmations, and helpdesk replies via email. Pick a delivery mode per Mail Sending Settings — Delivery Modes & Helpdesk Address.
8. Enable AI integration (optional). If you plan to use AI-assisted triage, summaries, or auto-replies, set up the AI provider per Setting Up AI Integration.