Horizon - New Account Setup

Horizon - New Account Setup
Migration v1 to v2
This article walks an existing v1 account through the migration to v2. It is the master document — each milestone links out to the detailed setup articles where the actual work happens. Sign in at app.giantrocketship.net. You also need to notify us ...
Phase 1 - Onboarding Wizard
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), ...
Phase 2 - Integrations
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), ...
Phase 3 - Initial Filters and Actions
Overview Quick reference for the per-account setup checklist surfaced in the Admin panel. Each row is a filter (defines which tickets count as something) or a helpdesk action (defines what fields Horizon writes back to the helpdesk when something ...

Popular Articles
What does Rocketship for Autotask do for me?
Rocketship “automates helpdesks in Autotask.” Specifically, there are three labor-intensive tasks that Rocketship for Autotask fully automates: Dispatching Escalating Scheduling Let’s dig into those a little more. No More Manual Dispatching When a ...
Admin Lesson 1: Welcome to the Admin Seat
Horizon doesn't run itself. Triage rules, todo policies, assignment plugins, watchlists, forms — these are decisions someone has to make. That someone is you. This lesson sets the frame: what an admin actually does, how the three panels split up the ...
Holidays in Rocketship Scheduling
DispatchBoard Holiday View Rocketship syncs with Autotask Holiday Sets (per Internal Location) daily. You can view the current list of holidays from: The Holidays page in DispatchBoard, or Your Calendar. Next Activity Recipes (Scheduling Module) ...
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 ...
Creating an Autotask API User for Rocketship
Like any software that integrates with Autotask, you’ll need to create an Autotask API user for the connection. This takes about 1 minute to do. These steps are accomplished via the Admin->Resources (Users) screen in Autotask. Log in to Autotask as ...

Horizon - New Account Setup | Knowledge Base