Introduction to Rootly Teams
In Rootly, teams let you group staff together into a logical unit to which you can attach functionality such as Slack channels, email notifications, status pages, and linking to third party services. Roles during an incident can also be automatically assigned to individuals based on team membership.
You can create teams and assign users via the Rootly web UI, or by importing them directly from third-party services such as PagerDuty, or Opsgenie. Other third-party integrations will follow soon.
Viewing and Creating Teams
It's simple to configure teams for your organization, just follow the instructions below. By default, Rootly already pre-defines teams (Infrastructure, Security, and Search).
First, locate the Configuration menu in the Rootly navigation bar, then click Teams.
There, you will see the teams dashboard and the various options available to configure teams. If there are pre-existing teams that were previously created or imported, then they will already be populated in the dashboard.
To create a team, locate the Add New Team button in the lower left corner of the dashboard, and click it.
Fill in the team name (required), and also any other options you'd like, such as a Slack channel to notify the team, a notification email, and a helpful description (such as the team's owner).
You will also have the option of changing the team color if desired. This can be done by clicking the Color palette near the bottom left of the screen.
When you've filled in all desired fields, click Create Team at the bottom left of the screen.
That's all there is to creating a new team. If you navigate back to the team dashboard you'll see the new team created.
You have the option to import teams from third-party integrations such as PagerDuty and Opsgenie.
If you've already configured these integrations, then you can save time and import your teams right away.
If not, we'd suggest going to the integrations page (linked above) for that service and configure it prior to continuing.
To import a team for a previously configured integration, do the following:
Navigate back to the team dashboard if you're not already there. Then locate the Import from Opsgenie or Import from PagerDuty buttons and click the desired service from which you want to import your teams.
You will see an interstitial listing the teams that are available to import via the integration. Select the teams you'd like to import, then click Import Teams.
The teams you've chosen to import will be reflected in the teams dashboard.
You may find you need to update an existing team's information, Slack channel, or notification email.
On the team dashboard, click the name of the team you want to edit.
You will be taken to the team details screen. There, you have the options of editing or removing the team. Click Edit Team.
Edit the fields as needed, then click Update Team.
Team Role Membership
Team role membership determines to which roles team members are added when an incident occurs that is assigned to a given team. This helps to avoid manual intervention or confusion in the middle of an incident, and automated the process of assigning roles.
When a team is attached to an incident, the named team member will be automatically assigned to the chosen role.
To add a new team role membership, do the following:
Navigate back to the team dashboard page, then click the team name as shown in the prior example. You will be taken to the team details page. Click Add New Membership.
On the new membership details screen, select the user and desired role for that user as shown below, then click Create Membership.
Private Status Pages
Every team is automatically given a private status page that displays any ongoing incidents as well as incident history for that team.
You can see a team's private status page by clicking on the Private Status Page link towards the right side of the team dashboard, as shown below.
From there, you will be taken to the private status page for that team.
Attaching Teams to Incidents via Slack
If you have the Slack integration configured, you have the option of attaching a team to a service, functionality, or incidents directly through Slack. It will be announced in the Slack channels associated with those components.
To attach a team to one of these components, go to the Slack interface and locate the specific incident for which you want to attach a team. Type:
(Note that you must be in the incident channel specific to a given incident in order to use this command.)
An interstitial will pop up where you can select from the list of teams to add, then just click Submit.