Set up your company
For admins
When you first sign in as an admin, a setup dialog opens over Home. It stays until setup is done. This article walks through each step.
The five steps
- How does your team chat? Choose WhatsApp (marked “SMS for now”), Slack, Microsoft Teams or Google Chat. This is required, and you can’t change it later in the app.
- Create your team. Give it a name. You can also add the team’s Slack channel, Teams channel or Google Chat space. It’s optional, and there is none for WhatsApp.
- Add your engineers. You’re filled in as “You”. Add people, press Import CSV, or press Invite by link. At least one person needs a phone number. On your own row, the switch I’ll take on-call shifts too is on by default; turn it off if you only manage the team. You still keep your contact details and get paged if nobody else answers.
- Set the rotation. Choose the order, Daily or Weekly, and the handoff time (09:00 by default). The timezone is your browser’s and is fixed once the schedule is created. A preview shows who is on call when.
- Send a test page. This raises a real SEV3 called “Test alert from onboarding” and shows whether it was delivered. You can resolve it there, or press Skip the test and finish.
Steps 1 and 2 can’t be skipped or closed. Log out is there if you need to leave. From step 3 you can press Skip for now or close the dialog with the X and finish later.
Finishing later
The Get started pill in the top bar shows your progress and opens any step. Press Hide this checklist to hide it. To bring it back, go to Settings → Organization and press Resume setup.
When you finish
If you have engineers and a rotation, you’ll see “You’re live”. Otherwise you’ll see “Almost there” with a list of what’s left, and Finish setup.