Complete onboarding tasks

The Onboarding guide takes you through the Incident Response feature experience to ensure you're set up for success. It lists the tasks you complete to get started with Incident Response.

Before you begin

Role required: Responder, Manager or Administrator

About this task

After you sign in, you start at the home page.

Before you do anything else, you’ll start by following the Onboarding guide.
Note: You can skip any section and come back to it later. Progress is marked by the actions you take, including Skip. You can dismiss the guide to the Resource Center or minimize it, at any point. As long as a step remains incomplete, the Edit button takes you back to where you left off.

Procedure

  1. If you are a manager, start with the Setup your team panel. Click Setup. If you are a Responder, you can Skip this part. You are taken to the On-Call Teams page. For detailed instructions on setting up the team, see Create your team and add users to the team, otherwise, follow the prompts after clicking Create a team.
  2. In the Connect monitoring tools to a service panel, click Setup. You are taken to the Services page. For detailed instructions on adding a service, see Create a service, otherwise, follow the prompts after clicking Add a service.
  3. In the Update your profile with contact methods and notification preferences panel, click Setup. You are taken to your My profile page. For detailed instructions on updating your preferences, see Edit your contact methods and basic profile information, otherwise, follow the prompts after clicking Edit profile.
  4. In the Integrate with your collaboration tools panel, click Setup. You are taken to the Integrations page. For information on integrating with collaboration tools, see Integrations in Incident Response. From there you can find detailed information on specific integrations or follow the prompts after selecting an integration.
    Note: If you do not find the required integration, use the Generic webhook integration with Incident Response.
  5. Congratulations! You have crossed the initial milestones.

    Once you are done, you can close the guide, by clicking Close onboarding guide in your Progress panel, or minimize it.

    Closing returns it to the Resource Center in the Help panel ().

    Minimizing leaves it available on your homepage.

What to do next

Learn about the Incident Response interface or the Incident Response home page.