Overview

A user represents an actual person within your organization. Each user will have their own contact information and notification preferences.

Permissions

In PagerTree there are 2 permission levels, Administrator and Non-Administrator. Their abilities are outlined in the following table.

Object AdministratorNon-Administrator
Usersview, add, edit, delete, inviteview all, edit themselves only
Teamsview, add, edit, deleteview
Integrationsview, add, edit, deleteview
Schedulesview, editview, edit
Reportsviewview
Broadcastsviewview

In addition to the above there are special permissions, namely:

  • Billing Administrator - ability to view, add, update billing information and subscription
  • Broadcast - ability to create broadcasts

Management

Self Management

PagerTree intentionally leaves it up to **each user** to maintain their own notification preferences and up-to-date contact information.

To update your contact information navigate to your profile page.

  1. Click your name in the upper left-hand corner. Click Preferences Link
    • To edit Notifications Preferences
      1. Toggle the switches on the notifications channels you would like to receive notifications on. Toggle Notification Settings
    • To edit Contact Info
      1. Double click your name, phone number or email. Double Click to Edit Contact Info
      2. Modify the attribute.
      3. Click the Save button. Click Save Button
    • To edit your Profile Picture
      1. Double click the Avatar icon. Click Avatar Icon
      2. Upload a photo.
      3. Click the close button. Click Save Button

API Key

Each user can generate an API Key + Secret as authentication credentials to interact with the PagerTree API. To generate new credentials:

  1. Click your name in the upper left-hand corner. Click Preferences Link
  2. Navigate to the API Keys tab. Navigate to API Keys Tab
  3. Click the Create API Key button. Click Create API Key Button
  4. In the Create API Key form, give the key a Name then click the Save button. Name the API Key
  5. Use the Copy buttons to copy your new API Key + Secret to a secure location. Copy the API Key and Secret to a Secure Place
  6. Click the Close button.
Note: These credentials are shown only once. Make sure to copy them and store in a safe and secure place.

You can then use these API Credentials in the x-api-key and x-api-secret HTTP headers. See the full documentation here.

Create A User

Note: This section requires Administrator permissions.
  1. From the action button, click the “Create User” button. Create User Button
  2. Provide at minimum a name and email for the user. You can additionally provide extra information, assign them to teams, and set their permissions.
  3. Click Save button. Create User Form

Invite Users

Note: This section requires Administrator permissions.
  1. Navigate to the Settings & Billing page. Click Settings & Billing Navigation
  2. Click the Copy button. Copy Invite URL
  3. Send this link to your team. It’s very important you only share this link with people you trust! Anyone with this link will be able to join your account.

Delete A User

Note: This section requires Administrator permissions.
  1. Navigate to the Users page.
  2. Click the trashcan button next to the user you wish to delete. Click Trashcan Button
  3. Click the Yes button to confirm you would actually like to delete this user. Confirm Delete

Notification Rules

Note: Notification Rules require the Pro pricing plan.

Notification Rules allow users even more granular control on how they wish to be notified during the alert workflow.

To configure notification rules:

  1. Create a router of type Notification Rules.
  2. Click your name in the upper left-hand corner. Click Preferences Link
  3. Double click the Notification Rules section. Click Notification Rules Section
  4. Select the notification rules you’d like to use. Select the Notification Rules To Use
  5. Click Save.

Please Note: When rules are evaluated by the router, they will be evaluated in order. Only the first matching rule will be used.

Advanced Mode

To access routers, stakeholder, and automations you will need to enabled advanced mode. To do this:

  1. Click your name in the upper left-hand corner. Click Preferences Link
  2. Toggle the switch labeled Advanced Mode. Enabled Advanced Mode