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href="/docs/"><svg viewBox="0 0 24 24" class="breadcrumbHomeIcon_YNFT"><path d="M10 19v-5h4v5c0 .55.45 1 1 1h3c.55 0 1-.45 1-1v-7h1.7c.46 0 .68-.57.33-.87L12.67 3.6c-.38-.34-.96-.34-1.34 0l-8.36 7.53c-.34.3-.13.87.33.87H5v7c0 .55.45 1 1 1h3c.55 0 1-.45 1-1z" fill="currentColor"></path></svg></a></li><li class="breadcrumbs__item breadcrumbs__item--active"><span class="breadcrumbs__link">Getting Started</span></li></ul></nav><div class="tocCollapsible_ETCw theme-doc-toc-mobile tocMobile_ITEo"><button type="button" class="clean-btn tocCollapsibleButton_TO0P">On this page</button></div><div class="theme-doc-markdown markdown"><header><h1>Getting Started</h1></header> 18<h2 class="anchor anchorWithStickyNavbar_LWe7" id="quick-start-video">
18Quick Start Video<a href="#quick-start-video" class="hash-link" aria-label="Direct link to Quick Start Video" title="Direct link to Quick Start Video">â</a></h2> 19<iframe src="https://www.youtube-nocookie.com/embed/ffQJHPfRDhY" title="PagerTree Quick Start Video (v4)" class="rds-video"></iframe> 20<h2 class="anchor anchorWithStickyNavbar_LWe7" id="key-terms">Key Terms<a href="#key-terms" class="hash-link" aria-label="Direct link to Key Terms" title="Direct link to Key Terms">â</a></h2> 21<p>PagerTree consists of several major objects:</p> 22<ul> 23<li><a href="/docs/users"><strong>Users</strong></a> - Represent real people. They go on-call and receive notifications (push, email, SMS, voice, etc.).</li> 24<li><a href="/docs/teams"><strong>Teams</strong></a> - Logically group together Users, Schedules, and Escalation Policies.</li> 25<li><a href="/docs/schedules"><strong>Schedules</strong></a> - Determine who is on-call at any given moment.</li> 26<li><a href="/docs/escalation-policies"><strong>Escalation Policies</strong></a> - Define on-call layers and timeouts.</li> 27<li><a href="/docs/alerts"><strong>Alerts</strong></a> - Represent actionable issues that need user interaction.</li> 28<li><a href="/docs/integrations"><strong>Integrations</strong></a> - Connectors to third-party tools.</li> 29</ul> 30<h2 class="anchor anchorWithStickyNavbar_LWe7" id="on-call-schedule">On-Call Schedule<a href="#on-call-schedule" class="hash-link" aria-label="Direct link to On-Call Schedule" title="Direct link to On-Call Schedule">â</a></h2> 31<p>Each Team has an on-call schedule and escalation policy.</p> 32<p><img decoding="async" loading="lazy" alt="Team on-call schedule and escalation policy" src="/docs/assets/images/team-on-call-schedule-and-escalation-policy-65beff8cae65624002cf6dc180885c35.png" width="2333" height="1825" class="img_ev3q"></p> 33<table><thead><tr><th>Item</th><th>Description</th></tr></thead><tbody><tr><td>On-Call Schedule (Top Left)</td><td>Team's on-call schedule. <a href="/docs/teams#team-roles">Team admins</a> can schedule users to be on-call for specific times and dates. Colors represent the <a href="/docs/escalation-policies#escalation-layers">escalation layer</a> the event is tied to.</td></tr><tr><td>Escalation Policy (Top Right)</td><td>Team's escalation policy. Determines how alert assigned to this team move through the current on-call schedule escalation layers.</td></tr><tr><td>Current On-Call Roster (Bottom)</td><td>Show which user(s) are currently on-call for any given escalation layer.</td></tr></tbody></table> 34<h2 class="anchor anchorWithStickyNavbar_LWe7" id="alert-escalation-process">Alert Escalation Process<a href="#alert-escalation-process" class="hash-link" aria-label="Direct link to Alert Escalation Process" title="Direct link to Alert Escalation Process">â</a></h2> 35<p><img decoding="async" loading="lazy" alt="Alert escalation process" src="/docs/assets/images/alert-escalation-process-3f0192f781bf469abef9808bcbac63fd.png" width="2397" height="1348" class="img_ev3q"></p> 36<ol> 37<li>Your monitoring tools send PagerTree data via <a href="/docs/integrations">integrations</a>.</li> 38<li>Integration transforms data into an <a href="/docs/alerts">alert</a> and assigns it to a <a href="/docs/teams">team</a>.</li> 39<li>PagerTree <a href="/docs/alerts#alert-states"><em>opens</em></a> the alert and determines who is on-call for the team to begin <a href="/docs/notifications">notifying</a> on-call users of the alert. The Primary On-Call User (Layer 1 is notified). PagerTree waits up to 5 minutes for a response.</li> 40<li>If the Primary On-Call User does not <a href="/docs/alerts#acknowledge">acknowledge</a> the alert within the time limit, the alert is <em>escalated</em>. Backup On-Call User (layer 2) is notified.</li> 41<li>If the Backup On-Call User acknowledges the alert within the time limit, the <a href="/docs/alerts#alert-states">alert state</a> is <em>acknowledged</em>, otherwise it is <em>dropped</em>.</li> 42</ol> 43<h2 class="anchor anchorWithStickyNavbar_LWe7" id="users">Users<a href="#users" class="hash-link" aria-label="Direct link to Users" title="Direct link to Users">â</a></h2> 44<h3 class="anchor anchorWithStickyNavbar_LWe7" id="user-preferences">
44User Preferences<a href="#user-preferences" class="hash-link" aria-label="Direct link to User Preferences" title="Direct link to User Preferences">â</a></h3> 45<p>Each user has their own preferences. It is up to the user to elect how they want to be notified. This can be done on the <a href="https://app.pagertree.com/user/settings" target="_blank" rel="noopener noreferrer">My Settings page</a>.</p> 46<p><img decoding="async" loading="lazy" alt="User&#39;s General Settings" src="/docs/assets/images/user-general-settings-7b0670e46673be7c19bb576c8cf4eb05.png" width="1938" height="1215" class="img_ev3q"></p> 47<h3 class="anchor anchorWithStickyNavbar_LWe7" id="inviting-users">Inviting Users<a href="#inviting-users" class="hash-link" aria-label="Direct link to Inviting Users" title="Direct link to Inviting Users">â</a></h3> 48<p>Users can be added to your <a href="/docs/architecture-guide">account</a>.</p> 49<ol> 50<li> 51<p>Navigate to the <a href="https://app.pagertree.com/users" target="_blank" rel="noopener noreferrer">Users page</a>.</p> 52</li> 53<li> 54<p>Click the <strong>New User</strong> button in the top right corner.</p> 55<p><img decoding="async" loading="lazy" alt="create user button" src="/docs/assets/images/create-user-button-be3df387caba5eb94bb9aeb1584d941f.png" width="2346" height="373" class="img_ev3q"></p> 56</li> 57<li> 58<p>Follow the instructions on the New User form:</p> 59<ul> 60<li><em>Name</em> - Full Name <em>(Required)</em></li> 61<li><em>Email</em> - Work Email <em>(Required)</em></li> 62<li><em>Roles</em> - Roles this user should have in this PagerTree account.</li> 63<li><em>Team</em> - Team this user should be a member of. 64<img decoding="async" loading="lazy" alt="create user form" src="/docs/assets/images/create-user-form-b312a98586726d6feed28af10150253e.png" width="2304" height="1191" class="img_ev3q"></li> 65</ul> 66</li> 67<li> 68<p>Click <strong>Create</strong> button.</p> 69</li> 70</ol> 71<p>If successful, you should now be directed to the newly created user page. A notice at the top of the page will inform you either:</p> 72<ul> 73<li><em>Created</em> - The user was successfully created.</li> 74<li><em>Invited</em> - The user was successfully invited (this user is already part of another PagerTree account).</li> 75</ul> 76<p>In each case, the created or invited user will receive an email with directions on how to login.</p> 77<p><img decoding="async" loading="lazy" alt="User Invite Email" src="/docs/assets/images/create-user-invite-email-3e24826e1aceab8efecb19529c63c119.png" width="1449" height="819" class="img_ev3q"></p> 78<h2 class="anchor anchorWithStickyNavbar_LWe7" id="connect-your-tools">Connect Your Tools<a href="#connect-your-tools" class="hash-link" aria-label="Direct link to Connect Your Tools" title="Direct link to Connect Your Tools">â</a></h2> 79<h3 class="anchor anchorWithStickyNavbar_LWe7" id="create-an-integration">Create an Integration<a href="#create-an-integration" class="hash-link" aria-label="Direct link to Create an Integration" title="Direct link to Create an Integration">â</a></h3> 80<ol> 81<li>Navigate to the <a href="https://app.pagertree.com/integrations" target="_blank" rel="noopener noreferrer">Integrations page</a>.</li> 82<li>Click the <strong>New Integration</strong> button in the top right corner. 83<img decoding="async" loading="lazy" alt="Create Integration Button" src="/docs/assets/images/create-integration-button-ef16616cdc3cb342eb9fdb775288afa7.png" width="2366" height="536" class="img_ev3q"></li> 84<li>Click the <strong>integration logo</strong> of the tool you are trying to integrate. If you do not see your tool select the email or webhook integration. 85<img decoding="async" loading="lazy" alt="Create Integration Logo" src="/docs/assets/images/create-integration-logo-16e59f72601d297104f7bf5233fbd23c.png" width="2352" height="1041" class="img_ev3q"></li> 86<li>Follow the instructions on the New Integration form:<!-- --> 87<ul> 88<li><em>Name</em> - A memorable name for this integration <em>(Required)</em>.</li> 89<li><em>Urgency</em> - An appropriate urgency for alerts coming through this integration <em>(Required)</em>.</li> 90<li><em>Destination</em> - The team alerts should be assigned to for alerts created by this integration <em>(Required)</em>. 91<img decoding="async" loading="lazy" alt="Create Integration Form" src="/docs/assets/images/create-integration-form-335c639dec8942cd24d5890798e5ef9a.png" width="2356" height="1745" class="img_ev3q"></li> 92</ul> 93</li> 94<li>Click <strong>Create</strong>.</li> 95</ol> 96<p>If successful, you should now be directed to the newly created integration page.</p> 97<p><img decoding="async" loading="lazy" alt="Successfully Created Integration" src="/docs/assets/images/create-integration-93027e5575fa1ca6a60
975c18581dfd953.png" width="2349" height="1060" class="img_ev3q"></p> 98<p>As the last steps you will need to:</p> 99<ol> 100<li>Copy the endpoint.</li> 101<li>Follow the <a href="/docs/integration-guides/introduction">integration guide</a>.</li> 102</ol></div><footer class="theme-doc-footer docusaurus-mt-lg"><div class="row margin-top--sm theme-doc-footer-edit-meta-row"><div class="col"><a href="https://github.com/pagertree/pt4-docusaurus/tree/main/docs/README.md" target="_blank" rel="noopener noreferrer" class="theme-edit-this-page"><svg fill="currentColor" height="20" width="20" viewBox="0 0 40 40" class="iconEdit_Z9Sw" aria-hidden="true"><g><path d="m34.5 11.7l-3 3.1-6.3-6.3 3.1-3q0.5-0.5 1.2-0.5t1.1 0.5l3.9 3.9q0.5 0.4 0.5 1.1t-0.5 1.2z m-29.5 17.1l18.4-18.5 6.3 6.3-18.4 18.4h-6.3v-6.2z"></path></g></svg>Edit this page</a></div><div class="col lastUpdated_JAkA"></div></div></footer></article><nav class="docusaurus-mt-lg pagination-nav" aria-label="Docs pages"><a class="pagination-nav__link pagination-nav__link--next" href="/docs/getting-started/oncall-users"><div class="pagination-nav__sublabel">Next</div><div class="pagination-nav__label">OnCall Users</div></a></nav></div></div><div class="col col--3"><div class="tableOfContents_bqdL thin-scrollbar theme-doc-toc-desktop"><ul class="table-of-contents table-of-contents__left-border"><li><a href="#quick-start-video" class="table-of-contents__link toc-highlight">Quick Start Video</a></li><li><a href="#key-terms" class="table-of-contents__link toc-highlight">Key Terms</a></li><li><a href="#on-call-schedule" class="table-of-contents__link toc-highlight">On-Call Schedule</a></li><li><a href="#alert-escalation-process" class="table-of-contents__link toc-highlight">Alert Escalation Process</a></li><li><a href="#users" class="table-of-contents__link toc-highlight">Users</a><ul><li><a href="#user-preferences" class="table-of-contents__link toc-highlight">User Preferences</a></li><li><a href="#inviting-users" class="table-of-contents__link toc-highlight">Inviting Users</a></li></ul></li><li><a href="#connect-your-tools" class="table-of-contents__link toc-highlight">Connect Your Tools</a><ul><li><a href="#create-an-integration" class="table-of-contents__link toc-highlight">Create an Integration</a></li></ul></li></ul></div></div></div></div></main></div></div></div><footer class="theme-layout-footer footer footer--dark"><div class="container container-fluid"><div class="row footer__links"><div class="theme-layout-footer-column col footer__col"><div class="footer__title">Resources</div><ul class="footer__items clean-list"><li class="footer__item"><a href="https://pagertree.com/docs/" target="_self" rel="noopener noreferrer" class="footer__link-item">Docs</a></li><li class="footer__item"><a href="https://pagertree.com/blog/" target="_self" rel="noopener noreferrer" class="footer__link-item">Blog</a></li><li class="footer__item"><a href="https://pagertree.com/learn/" target="_self" rel="noopener noreferrer" class="footer__link-item">Learn</a></li></ul></div><div class="theme-layout-footer-column col footer__col"><div class="footer__title">Contact</div><ul class="footer__items clean-list"><li class="footer__item"><a href="https://pagertree.com/about/" target="_blank" rel="noopener noreferrer" class="footer__link-item">About<svg width="13.5" height="13.5" aria-hidden="true" class="iconExternalLink_nPIU"><use href="#theme-svg-external-link"></use></svg></a></li><li class="footer__item"><a href="https://status.pagertree.com/" target="_blank" rel="noopener noreferrer" class="footer__link-item">System Status<svg width="13.5" height="13.5" aria-hidden="true" class="iconExternalLink_nPIU"><use href="#theme-svg-external-link"></use></svg></a></li></ul></div></div><div class="footer__bottom text--center"><div class="footer__copyright">Copyright © 2016-2026 PagerTree, LLC.</div></div></div></footer></div>
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