Setting Up Your Team
Get your team on CommHero and configured for success.
Step 1: Identify Key Roles
Before inviting users, think about who needs what:
Who should be Operators?
People who will create and execute incidents. Usually: on-call engineers, incident commanders, comms team.
Who should be Observers?
People who need to monitor incidents but not create them. Usually: managers, team leads, stakeholders.
Who should be Admins?
People managing CommHero itself. Start with 2-3 people max.
Step 2: Invite Users
- 1.Go to Admin → Users
- 2.Click "Invite User"
- 3.Enter email and select role
- 4.Click "Send Invite"
User gets email with invite link. They click it, set password, and they're in.
You can change user roles anytime. Start conservative (Observers for everyone), then upgrade to Operators as needed.
Step 3: Build Your Templates
Before your first incident, create templates for your most common scenarios.
Recommended first templates:
- • API/Service Outage
- • Database Issue
- • Scheduled Maintenance
- • Data Incident
- • Security Issue
Get Sign-Off
Before finalizing customer-facing templates, have legal and leadership review them. This is the whole point—avoid doing it during an incident.
Step 4: Test Integrations
Connect your communication channels:
- 1.Go to Admin → Connections
- 2.Click "Add Connection"
- 3.Authorize each platform (Slack, Teams, Email, etc.)
- 4.Send test messages to verify they work
Step 5: Schedule a Dry Run
Before relying on CommHero for real incidents, do a practice run:
- 1.Announce: "We're doing a CommHero test incident at 2 PM"
- 2.Create a test incident, execute a template
- 3.Verify messages go to the right channels
- 4.Get feedback, fix anything that's wrong
- 5.You're now ready for real incidents