This article describes your profile and escalation settings, features enabled, which is based on your subscription plan, and multiple roles and permissions assigned to your account.
Setting up a User profile helps you add or change
- Contact Information
- Escalation Settings
- Local Time zone
To access your profile, click on the User Icon in the top right corner of your screen and select My Profile from the drop-down menu.
Contact Information
In the Profile Details tab, under User Icon --> My Profile --> Profile Details tab, add your phone number and email address to receive notifications when a Situation is assigned to you.
You can edit your name, and the title is shown for your specific user profile.
User Permissions
- All users can create, edit, and delete their own contact information.
- Global admins can create, edit, and delete the contact information of all users except the account owner's contact information.
- Account Owner can create, edit, and delete the contact information of all users.
Edit Personal Information
The following personal information fields can be edited:
- First Name
- Last Name
- Title
- Time Zone: Your time zone selection will be used to determine what time to display when reviewing schedules, situation logs, and your on-call shifts.
To edit your personal information:
- Navigate to User Icon --> My Profile--> Profile Details tab.
- Click the icon just above your profile image , enter your information, and then click Save.
Adding a Contact Method
- Click Add phone number, Add SMS number, and/or Add Email address.
- Enter the contact number along with the country code extension.
- Select the type of contact from the drop down.
- Click Save.
Role
This is the user role associated with your user account. Only the Account Owner or a Global Admin can change another user’s role. Read more about Roles and Permissions.
Escalation Settings
In the Escalation Settings tab, User Icon --> My Profile --> Escalation Settings tab, you can configure the escalations when you want to be notified if a triggered situation is assigned to you. You have the option to create unique notification rules for both high and low-urgency situations.
User Permissions
- All users can create, edit, and delete their own contact information.
- Global admins can create, edit and delete the contact information of all users except Account Owner's contact information.
- Account Owner can create, edit, and delete the contact information of all users.
Configuring Escalations
To configure escalations,
- In the Escalation Settings tab, click Add Rule
- Enter the number of minutes after which a notification pertaining to the ActOn should be sent. If the default value is set to 0, the ActOn will be assigned to you immediately after it is triggered.
- Select the contact method that you would like to be notified of. You can use the same contact method for multiple notification rules. The contact methods configured in the Profile details tab are available in the contact type drop-down.
Info: You can only use email as the contact type for low-urgency ActOns. This option is not visible while adding a rule in the high urgency ActOn section.
4. Click the Save button.
Note: All escalations have been entered in the audit log. This tracking allows you to know when and whom were escalated when an ActOn is triggered automatically or escalated manually.
Disable Notifications temporarily
If you do not want to receive notifications when you go on vacation or are unavailable to be on-call, you will have to remove your notification rules.
Use the following steps to remove notifications.
- Click your User Icon at the top right corner of your screen and select My Profile from the drop-down.
- In your user profile, click the Escalation Settings tab.
- Under each section, remove your notification rule by clicking on the X button to the right of each rule.
Features
The features tab allows you to know the types of features assigned to your account.
All Profiles
All Profiles tab shows the history of multiple roles assigned to you except the base role, along with your organization, access given by, and your local time zone.
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