Incident Response guided setup

When you are a first time user in Incident Response, the best way to the initial configuration is to follow the guided setup. This guided setup provides a sequence of tasks that will help you to setup your profile and create your team.

After you sign in to Incident Response and understand the interface navigation, here's how you can get started.

Initial setup process for your profile and team

Your guided journey.
Steps Reference
Create profile

Create your profile

Manage your profile to fine-tune your preferences. Access to the Incident Response features is based on your profile permissions.

See Edit your contact methods and basic profile information.

Invite users

Add or invite users

Invite users if you have not already added them to Incident Response.

See Invite users.

Create team

Create team and add members to the team

Create teams and add team members who are responsible for the issues which occur in their environment.

See Create your team and add users to the team.

Create schedule

Set up on-call schedule for your team

Set up an on-call schedule for your team to ensure that the right person is always available to quickly respond to incidents and critical alerts.

See Set up an on-call schedule for your team.

Create escalation policies

Set up escalation policies for your team

Set up an escalation policy for your team so that at least one team member is engaged in alert or incident response.

See Set up escalation policies for your team.

Add services and integrations

Add services and integrations

Add services to your team and integrate with monitoring and collaborating tools to efficiently manage alerts and incidents.

See Set up services for your team.