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 up, you start at the home page. Follow the Onboarding guide to set up Incident Response.
Note: You can skip any section and come back to it later. Progress is marked by the actions you take. 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.

Onboarding guide.

Procedure

  1. Start with the Add people and create teams panel. Click Let's Go.
    You are taken to the On-Call Teams page. Click Create team and follow the prompts. For detailed instructions on setting up teams, see Create your team and add users to the team.

    Teams page

    Note:

    This step is marked as complete when you're part of at least one team.

  2. In the Complete your profile and generate a sample alert panel, click Let's go.
    1. In the Complete your profile information and send a sample alert dialog box, add your contact methods and click Continue.
      Note: You need to add at least one phone number.
    2. Select the service for which you want alerts generated.
      Note: To make the onboarding process easier, a service is created for you during sign-up, and is selected by default. The name of the service is <subdomain> default service. You can modify the details of the service anytime.
    3. Select your on-call team from the list.
    4. Click Generate sample alert to receive a sample alert.
      Note: To generate a sample alert, you need a service, a team, and an on-call schedule with an escalation policy for the team. If you haven't created a team or set up an on-call schedule with an escalation policy, you will be prompted to do so before the alert is generated.

      Onboarding notification setup.

    Note:

    Only users who have signed up can generate sample alerts. Invited users who haven't signed up can only save the profile information.

  3. In the Connect your monitoring integrations panel, click Let's go.
    You are taken to the Services page. Add an integration with a monitoring tool to your service.
    • The default service created for you during sign-up is available under the All activated services tab.
    • If you want to create a new service, click Add service and follow the prompts. For detailed instructions on adding a service, see Create a service.
    • For instructions on adding an integration to your service, see Add integrations to your existing service.

    Onboarding default service.

    Note:

    This step is marked as complete after you set up an integration with a monitoring tool. If you do not find the required integration, use the Generic webhook integration with Incident Response.

  4. In the Integrate your collaboration tools panel, click Let's go.
    You are taken to the Integrations page with the collaboration integrations filtered. 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.

    Integrations page.

    Note: This step is marked as complete after you set up an integration with a collaboration tool. If you do not find the required integration, use the Generic webhook integration with Incident Response.
  5. Congratulations! You have crossed the initial milestones.
    Onboarding complete.

    Once you're done, you can close the guide by clicking Close onboarding guide from your Progress panel, or minimize it. Closing returns it to the Resource Center in the Help panel (Help icon.). Minimizing leaves it available on your homepage.

What to do next

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