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Quick Start Guide

Overview

  • Purpose: To help new AlertOps administrators quickly configure core platform components and begin sending alerts.
  • Audience: AlertOps administrators and technical users responsible for onboarding teams.
  • Prerequisites:
    • Owner
    • App Admin Role
  • Outcome: Users, groups, schedules, integrations, and manual alerts are successfully configured.
  • Estimated Time: 20–30 minutes

 

Feature Explanation

This guide walks through the foundational AlertOps setup tasks required to setup alerting:

  • Creating and managing users
  • Configuring contact methods
  • Creating groups and schedules
  • Setting up integrations
  • Manually triggering alerts for incident response

These steps establish the minimum configuration required for routing alerts to the right people at the right time.

 

Configuration Guide

Creating Users

 

00:00: This article explains how to create new users within the alert tops platform.

00:05: You will learn the step-by-step process for adding and configuring user details.

00:11: Click the Configuration menu to access system settings

00:16: Click the user's option to manage user accounts.

00:20: Click the add user button to start creating a new user.

00:25: Enter your email address in the email field.

00:29: Click and enter the First Name to input the user's first name.

00:34: Click and enter the Last Name to input the user's last name.

00:39: Select the user type to Define access level.

00:43: Select your role from the available options.

00:47: Click the submit button to save the new user information.

00:52: Once saved, you can click the EDIT button on the User's profile page to modify details.

00:58: Click the button to finalize changes.

  1. From the menu bar, click Configuration and select Users.
  2. On the Users page, click Add Users (top-right).
  3. Enter the following details:
    • Username (must be unique)
    • Official Email Address
    • First Name and Last Name
  4. Select the User Type.
  5. Assign the appropriate Role.
  6. Click Submit.

Expected Result: The user is created and receives a login email to reset their password.

How to Verify:

  • Confirm the user appears in the Users list.
  • Verify the user receives the password reset email.

 

Troubleshooting:

  • If the email is not received, verify spam filtering and email correctness.
  • Ensure usernames are unique.

 

Editing User Information

  1. Navigate to Configuration → Users.
  2. Select the desired user.
  3. Update profile details, roles, group membership, or schedules as needed.

 

Adding Contact Methods

 

00:00: This article explains how to add contact methods within Alertops.

00:05: You will learn the step-by-step process to configure and save new contact details for your user profile.

00:11: Click the username menu on the dashboard to access profile options.

00:17: Click on "Profile" to open your user profile settings, where contact methods can be managed.

00:24: Scroll down and click on the "ADD CONTACT METHOD" button to start adding a new contact method to your profile.

00:32: Click on "Select Contact Method" to view available contact method options.

00:38: Select the desired method, for instance, the phone contact method option labeled "Phone-Official" to add an official phone number.

00:46: Enter your phone number in the field to update the contact method with the new number.

00:51: Click and set the Wait Time as desired.

00:55: Enable this button to specify retry attempts.

01:00: Enter the duration, such as "10", to specify how long Alertops waits before retrying.

01:06: Save the new contact method and complete the addition process.

  1. Open the user’s profile.
  2. Click Add Contact Method.
  3. Select a Contact Method:
    • Email
    • SMS
    • Phone Call
    • Push Notifications (via AlertOps mobile app)
  4. Enter the required contact details.
  5. Click the Green Checkmark to save.

Expected Result: The contact method is available for alert routing.

How to Verify:

  • Trigger a test alert to the user.

 

Creating Groups

 

00:00: This article explains how to create an edit groups within the alertops platform.

00:06: You will learn the steps to add a new group and update its details.

00:10: Begin by accessing the Alertops dashboard, where you can manage your groups and schedules.

00:17: Click on the 'Groups and Schedules' section to continue.

00:21: Click the add group button to start creating a new group within the platform.

00:27: Enter the name of the group, such as 'Platform Support', to identify the group's purpose.

00:33: Click the submit button to save the new group and add it to your list of groups.

00:39: Click the 'EDIT' option next to the group you want to modify to update its details.

00:45: Click in the description field to add or change the group's description for clarity.

00:50: Click the done button, to save your changes and finalize, the group editing process.

  1. Navigate to Configuration → Groups & Schedules.
  2. Click Add Group.
  3. Enter a unique Group Name.
  4. (Optional) Enable Dynamic to auto-populate members by attributes.
  5. Click Submit.

 

Adding Users to a Group

 

00:00: This article explains how to add users to a group within the alert tops platform.

00:06: You will learn the necessary steps to configure group membership.

00:10: Click the Configuration menu to access system settings, where group management options are located.

00:17: Click on "Groups and Schedules" to view and manage existing groups and their associated schedules.

00:24: Click the group to open its management page for editing user membership.

00:29: Click on "Add Members" to add or modify users within the selected group.

00:36: Click the user selection field, to begin adding a new user to the group.

00:41: Click the arrow right button to move forward in the group user Edition workflow.

00:47: Click the submit button to save the changes and add the user to the group.

  1. Select a group from Groups & Schedules.
  2. Open the Members
  3. Click Add Members.
  4. Move users from Available Users to Selected Members using the arrow.
  5. Click Submit.

Expected Result: Users are active members of the group.

Creating Schedules

  1. Open the desired group.
  2. Navigate to the Schedules
  3. Create one or more schedules as needed.

Note: Groups without schedules use the default member escalation sequence.

For detailed information, check out our guides on Managing Schedules

 

Creating an Escalation Policy

 

00:00: This article explains how to create a centralized escalation policy in alert tops.

00:06: You will learn how to configure priority levels, add member roles, and submit the policy for incident management.

00:13: Click the configuration menu to access system settings and options.

00:19: Select Escalation Policies to view and manage existing escalation rules.

00:25: Click on ADD ESCALATION POLICY to start creating a new escalation policy.

00:32: Enter your escalation policy name to identify it, such as infrastructure escalation.

00:38: Select a priority to choose the urgency level for this policy.

00:43: Enter a description for infrastructure, escalations to clarify the policy purpose.

00:49: Submit to save the new escalation policy and apply your settings.

00:54: In many cases, notification delivery needs to be consistent rather than personalized. In these situations, admins can set this up by toggling Centralized Rules in the Escalation Policy.

01:06: Click on EDIT to modify the selected centralized escalation policy details.

01:13: Click the Primary's input fields to set the initial escalation timing, retries, and intervals.

01:20: Add Member Roles to include roles responsible for escalation notifications.

01:26: Click the Secondary's input fields to set the initial escalation timing, retries, and intervals.

01:33: Submit to save all changes and finalize the centralized escalation policy.

  1. Navigate to Configuration → Escalation Policies.
  2. Click Add Escalation Policy (top-right).
  3. Enter a Policy Name.
  4. Select an AlertOps Priority.
  5. Add a Description for the escalation.
  6. Click Submit to save.
  7. Navigate to Rules
  8. Add Escalation Steps based on member roles.
  9. Configure wait times and retries.
  10. Add Communication channels.
  11. Preview the escalation policy steps by selecting the relevant Recipient Group.

Note: Recipient Groups are generally attached to an Integration and not directly to an Escalation policy.