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
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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.
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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.
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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.
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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.
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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.
