Knowledge Base Help Center
Categories
-
Onboarding: Initial Setup14
-
Onboarding: End User Training10
-
SmartDispatch: Dispatch & Escalations36
-
SmartWorkQ: Team Workload Scheduling19
-
SmartMeetings: Meeting Booking8
-
TicketRecur: Recurring Tickets2
-
SmartWorkflows: Workflow & Form Engine14
-
SLA Sentinel: SLA Outcome Prediction4
-
Dashboards: Agent WorkBoard14
-
Dashboards: DispatchBoard5
-
TicketGuard: Abandoned Ticket Protection2
-
CRM Search Engine4
-
FAQs25
-
Webhooks and Triggers7
-
Pax8 Academy Users4
Print
How to allow an Autotask Admin to manage/share/edit Shared Tabs/Dashboards
UpdatedAugust 8, 2024
In Autotask, to create a Shared Tab (to finish the onboarding wizard), the admin should have the following permissions enabled in their Autotask Security Class:
Table of Contents
