Quick Start Guide
  • 06 Mar 2023
  • 4 Minutes to read
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Quick Start Guide

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  • PDF

Article summary

Creating and Editing Users

Alerteps  Users  Search  First Name  Ash  Kam  DASHBOARD  ALERTS  CONFIGURATION  All Roles  Username  SERVICE  STATUS  ANALYTICS  EXPORT  Last Name  Enter Last Name  user Role  Select role  SUBMIT  BULK ADD  Last Login  x  ADD USER  Actions  Last Name  User Name  Enter User Name  Email *  Enter Email  Role  Add User  First Name  Enter First Name  User Type  Standard  CANCEL  ADD ANOTHER  2022 & Alertops Privacy Policy Terms & Conditions

Creating Users

  1. From the menu bar, click on Configuration and select Users from the dropdown.
  2. From the Users page, click on Add Users button in the top right corner.
  3. Enter a username and email for the user. Then, enter the first and last name.
  4. Select type of user.
  5. Select the desired role for the user
  6. Click Submit.

Each user must have a unique username and an official email address. After clicking Submit, a login link will be sent to the user’s official email address so they may reset their password.

DASHBOARD  Users > UserName  FirstName LastName  ALERTS  First Name*  CONFIGURATION  SERVICE  STATUS  ANALYTICS  RESEND INVITE  Last Login: Never Logged In  Profile  username*  UserName  Role  App Admin  External ID  Contact Methods  User@email.com  Out of Office  Start Date  i DELETE  User Type  Standard  Time Zone  UPDATE  FirstName  Member Ot  Email-official  End Date  Group Name  Last Name*  LastName  Locale  Covering Person  No Out of Office  (UTC-O&OO) central Time (US &  Canada)  + ADD CONTACT METHOD  + ADD OOF  Actions

Editing User Information

On the User page you can also add or edit contact information, view or edit user security roles, as well as view their group membership and schedules. 

To manage user information:

  1. Click on Configuration on the menu bar and select Users from the dropdown.
  2. On the Users page, click on the desired user.

When you've selected a specific user, you will be redirected to that user's profile page. Here you can edit and make changes to user information.

Adding Contact Methods and Information

Add a contact method to route alerts to users. Modes of contact include email, SMS, or by phone call. Push notifications are available once a user logs into the AlertOps mobile app. 

To add a contact method:

  1. In a user's profile page, click the Add Contact Method button on the bottom, right-hand corner.
  2. Select a Contact Method from the drop-down menu that appears.
  3. Enter pertinent contact information in the field next to the contact method selected and click on the green checkmark to save.
Contact Methods  Select Contact Method  SMS-personal  Wait Time in Mins  2  Repeat  kb@gmail.com  1-555-555-5555  Email-official  Phone-personal  Wait 5 minutes  Repeat 5 times every 5


Creating and Editing Groups

Add Group  Group Names  Enter Group Name  x  Dynamic  CANCEL  SUBMIT

Creating Groups

  1. From the menu bar, click on Configuration and select Groups & Schedules from the dropdown menu.
  2. On the Groups & Schedules page, click on the Add Group button in the top, right-hand corner.
  3. Enter a unique Group Name.
  4. Check the Dynamic box to set up groups for user attributes (ADD link)
  5. Click Submit
DASHBOARD  ALERTS  CONFIGURATION  SERVICE  STATUS  ANALYTICS  TOPICS  Secondary  c  i DELETE  + ADD MEMBERS  Actions  Hi, Lex  Groups and Schedules  Dev Team  Dev Team  MEMBERS  UPDATE  SCHEDULE  CONTACT METHODS  Primary  BULK ADD  Manager  Member Name  Bruce Wyane  Donald Draper  Ellen Ripley  Eric Cartman

Editing Group Information

On the Group & Schedules page, you can add members to a group, create schedules, add group contact methods, and add topics. 

To reach this page:

  1. From the menu bar, click on Configuration and select Groups & Schedules from the dropdown menu.
  2. Select the desired group. Once you have selected a specific group you will be redirected to that group's profile page.

Adding Users to a Group

Add Members  User O Group  Search Users  Available Users  Member Name  Jules Winnfield  Kam Srikanth  Kate Bush  Selected Members  Member Name  Bruce Wyane  Donald Draper  Ellen Ripley  x  Member Type  User  User  User  CANCEL  SUBMIT


  1. On the Groups & Schedules page, select the desired group.
  2. In the Members tab, click Add Members button on top, right-hand corner of the page.
  3. Select a desired user from the available users column and click the right arrow to move them into the selected members column.
  4. Click Submit to save changes.

Creating Schedules

A group can exist with no set schedules. In this case the basic user member role sequence is used for escalations. A group can also have multiple set schedules. Click here for an in-depth look at creating schedules.

Adding Integrations

AlertOps comes with a number of pre-built Integrations for various monitoring and ticketing systems. Below are instructions to get you up and running quickly with a pre-built API, Email, Chat, and Heartbeat integrations.

Setting Up Integrations

  1. From the menu bar, click on Configuration and select Integrations from the dropdown menu.
  2. At the top of the Integration page, you will see a section called Inbound Integrations. Here you can select between the API, Email, Chat OR Heartbeat from the dropdown at the top left of the screen.
  3. Once you’ve selected the desired type of integration click Add button. The label on the Add button will change according to the type of integration you've selected.
  4. You will be redirected to a menu of available pre-built integration options based on the selected integration type. Select your integration.
  5. Here you must select an Escalation Policy, Recipient Groups or Recipient Users and click the Submit button.


Manually Create an Alert

DASHBOARD  '9 Alerts > New Alert  Escalation Policy*  All hands all contacts  Source  Enter Source  Source URL  Enter Source URL  + ADD RECIPIENTS *  Subject*  Emergency Evacuation  Description* (154 Char)  Sans Serif  ALERTS  HI H2  CONFIGURATION  Priority  Critical  Source Name  SERVICE  STATUS  ANALYTICS  Normal  Hi, Lex  Enter Source Name  8  EMERGENCY BUILDING EVACUATION  A gas leak has been detected in the basement Carefully make yourway out ofthe building.  Please exit through the stairwell.  C ATTACH FILES HERE  SAVE AS DRAFT  PREVIEW  Source ID  Enter Source Id  Normal  CANCEL

In cases of major incident management, business will often have a need for manual alerts.  Click here for more information on Manual Alerts. To send a manual alert:

  1. Click on Alerts in the menu-bar.
  2. Click the Create Alert Button on the top right of the screen.
  3. Select an Escalation Policy.
  4. Click the Add Recipient(s) button to add alert recipients.
  5. Enter a Subject and Description for the alert.
  6. Click Submit to save.

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