Assign a Role

Assigning roles during your incidents allows you to give responders specific responsibilities to ensure consistency. This Runbook step allows automatically assigning these roles as part of automation.

Prerequisites

• If you'd like to assign people from on-call schedules, you will need to have configured an alerting provider
• Otherwise, the user(s) you'd like to assign need to have FireHydrant accounts

📘

Note:

If Slack is integrated with your FireHydrant instance, assigning an incident role to a user also automatically pulls that user into the incident Slack channel if they have a FireHydrant account.

Adding the step

To add the step, edit a Runbook and then look for "Assign a Role" step. The step has two dropdown fields.

• Role: This is a dynamically populated dropdown with the roles that you have customized for you account. You can learn more about roles, the default roles provided, and how to customize them here.
• User: The user dropdown contains multiple sections:
  1. Incident Opener: Whoever opened or created the incident, if they have a FireHydrant account
  2. Active Escalation Policy or On-Call User (Signals): The current active user for a specific On-Call Schedule or Escalation Policy configured in FireHydrant.
  3. Schedules (3rd-party): The current on-call user from an escalation policy or on-call schedule from a 3rd-party provider. To see these, you must have such alerting provider configured.
  4. Users: FireHydrant users within your organization

To persist changes, click "Add step" and "Save Runbook."