Getting Started: Inviting users to xMatters [xMatters Free and Trial]

Question:

How do I add users in xMatters and let them know they've been added?

Environment:

xMatters Free and Trial products

Answer:

As demonstrated in the following video and instructions, the main steps to setting up users in xMatters are:

  1. Invite users: Add users by entering their first and last names, and their email addresses. In the video, we'll show you how easy it is to invite multiple users through the xMatters user interface.
  2. Assign roles: Assign each user a role from the drop-down list of available options. Roles set the permission levels and access rights for the user.
  3. Add users to groups (optional): Assign the users to an existing group, or create a new group so you can notify them about events.

Invite users

  1. On the xMatters dashboard, click User.
  2. On the Users page, click Invite Users.
  3. Fill in the user's first name, last name, and email address.
  4. To add more users at the same time, click Add Another User

Select a role

  1. For each user, select a role from the drop-down menu.
    • The role you assign to each user determines what they can see and do when they log into xMatters. (For more information on the available roles and what they allow users to do, see Roles.)
  2. When all users are assigned a role, click Send Notification. xMatters sends an email to each added user providing them with their log on credentials, and some useful information about xMatters.

Add users to groups (optional)

After you've sent the notification, you can add the users to a group.  (If you don't want to add users to a group right away, or the users will belong to multiple groups, click Not Now.) For more information, see Manage groups.

  1. Click Add to Group.
  2. The Add to Group window opens with the New Group tab selected.
    • To create a new group, add the name and a description for a new group and click Create. The group is created and all the users are added to it.
  3. To add users to an existing group, select the Existing Group tab.
    • Use the search bar to find an existing group.
    • Select which shift to add the new users to and click Add to Group.

For more information on shift schedules, see View and manage shifts.

Questions or comments?

To discuss or ask questions please post on our Community.

Check out the next article in our Getting Started series: Setting up an on-call Schedule.

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