_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.

  1. KB #1 Setup Rocketship in Autotask
  2. KB #2 Creating an Autotask API User for Rocketship
  3. KB #3 Enable Autotask Service Calls to show on Outlook Calendar
  4. KB# 4 Enabling Rocketship in the Autotask Integration Center
  5. KB# 5 Handling Errors in Rocketship: Best Practices
  6. KB# 6 How to allow an Autotask Admin to manage/share/edit Shared Tabs/Dashboards
  7. KB# 7 Mass Accepting Service Calls During Onboarding
  8. KB# 8 Optimizing Autotask Configuration for Rocketship Integration
  9. KB# 9 Setup MS Exchange Appointments
  10. KB# 10 Setup Rocketship in Autotask Dashboard
  11. KB# 11 Setup Rocketship in Autotask Ticket Insight
  12. KB# 12 Supporting 3rd Party Meeting Schedulers
  13. KB# 13 Understand Rocketship Ticket Statuses
  14. KB# 14 Update Service Call Delete Permissions