Organization set-up

Every user and schedule in On-Call Optimizer belongs to an organization. The metadata provided by the identity provider used to login supplies the details used to associate each user to the correct organization.

The primary domain name associated with an organization is shown as the organization’s name in On-Call Optimizer.

Step 1: Create an On-Call Optimizer organization

To create an On-Call Optimizer organization simply login with your chosen identity provider.

The first user to login to On-Call Optimizer from a particular organization will trigger the creation of the organization and will become the initial Organization Admin.

If you find you are logging into an already existing organization when you were expecting to be the first user to create it, you can view the users in the organization using the link in the profile menu in the top-right corner of the page. Existing organization admins will be listed first.

Once the organization has been created, the next step is to create a connection to your existing On-Call Product (e.g. Pagerduty).

Step 2: Connect to your existing on-call product

Connecting your On-Call product to On-Call Optimizer enables shift assignments generated by On-Call Optimizer to be exported into your existing schedules and speeds up the process of configuring schedules in On-Call Optimizer by importing the existing configuration and members for each schedule.

1. Select On-Call Products from the side bar.
2. Click the Create new connection button.
3. Click on the logo of the On-Call Product you are connecting to.
4. Enter your API Key in the provided field and click Continue

It may take a few moments for the connection to be established after which you’ll see a list of the scheduled available from the connected product displayed.

Step 3: Integrate your first schedule

Congratulations on getting your on-call product connected! Now you’re ready to integrate your first schedule with On-Call Optimizer.

This is an easy process. One that you’ll likely need to follow several times as more and more schedules begin to experience On-Call Optimizer’s benefits, so we’ve put the instructions into their own guide Integrate an existing schedule with On-Call Optimizer which you can bookmark for easy reference in future.

The process is quick to get started, but may take some time in the subsequent steps while you wait for each member to login to On-Call Optimizer and link their calendar.

Next Steps

To further integrate On-Call Optimizer into your organization we recommend continuing with the following guides:

• Rollout On-Call Optimizer across many teams
• Connect to Slack
• Integrate an existing schedule with On-Call Optimizer This is the same guide as step 3 above, which you can repeat for any additional schedules you need to integrate.
• Add additional administrators