Before you begin#
- Ask your platform operator for the application URL and first-run setup token. The token must be supplied by the operator; there is no public self-registration or universal production password.
- First-run setup creates only the first organization of a deployment. The operator creates further organizations with the bootstrap command in the backend image; see Users and access.
- Confirm PostgreSQL migrations and the API, workers, and Web application are running. See Deployment.
- Choose an organization name and slug, an IANA timezone such as Europe/London, and an initial administrator.
- Identify at least one responder and a notification channel that works in your network. Internal SMTP is an option for isolated installations.
Create the administrator#
- Open the Web application. An empty installation shows first-run setup only when the operator has enabled it with a setup token.
- Enter the setup token, organization details, administrator email/display name, timezone, and a strong password. Passwords must be 12–72 bytes.
- Create the organization, then sign in using its slug, email, and password. The organization administrator sees configuration navigation.
- Have the operator retire the setup token after initialization. It is not an ongoing user invitation or tenant registration mechanism.
Build the response chain#
- In Users, create active responders and set their roles, timezone, contact details, and notification preferences.
- In Teams, create the owning team and assign its members.
- In On Call, create a primary schedule with a rotation that covers the current time. Check the selected responder.
- In Escalation Policies, create a policy with at least one valid target, delay, and available channel.
- In Services, create an active service, assign its team and policy, and add a runbook URL if available.
- Configure a Notification Provider or ask the operator to supply a deployment-level provider. Send a provider test to the intended responder.
- Create an Integration for the service. Copy its webhook secret immediately and store it securely; it cannot be read back as plaintext.
Prove the whole workflow#
- Use the integration's test action with a representative payload, or send a real authenticated webhook from your monitoring source.
- Follow the test's processing state. Inspect the created incident, matched routing information, on-call responder, escalation history, and notification result.
- Have the actual responder acknowledge the incident. Provider acceptance is not the same as a human acknowledgement.
- Complete the guided onboarding flow after its prerequisites are satisfied, then resolve the test incident with a clear reason.
- Repeat using your real monitoring source and selected notification channels before enabling production alert traffic.
If setup or admin navigation is missing#
Setup is not available after an organization exists. Admin navigation requires organization_admin; a team_admin is not an organization administrator. After a role change, sign out and back in. If the UI is old, rebuild and recreate the relevant Web/API images: restarting a container does not rebuild it. See Troubleshooting.