Assign an Incident Role to an Escalation Policy

PagerDuty Incident Management

Description

Assign an Incident Role to an Escalation Policy to automatically designate the current on-call responder in that policy to a specific role during an incident.

This action promotes sustainable incident response by distributing key responsibilities (e.g., Incident Commander, Customer Liaison) across on-call rotations, ensuring consistent coverage and preventing responder fatigue.

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Prerequisite

Ensure Incident Roles are configured in your account before using this action. You can create and manage incident roles under Incident Settings Incident Roles.

Instructions

Inputs

NameDescription
Incident RoleSelect the role to assign to the escalation policy. This assigns the role to whoever is currently on‑call in the specified escalation policy.
Escalation PolicySelect the escalation policy to assign the role to. The current on-call responder from this policy will be assigned to the specified incident role.

Outputs

NameDescription
ResultIndicates whether the action was successful — "Success" or "Failed."
Result SummaryBriefly describes what the action did or explains the reason for failure.
ErrorProvides an error description if the action failed.

Examples

Example 1: Automatic Incident Manager Assignment

When a major incident is triggered, automatically assign the Incident Commander role to whoever is currently on-call for the Incident Management escalation policy:

  • Incident role: Incident Commander
  • Escalation Policy: Incident Management On-Call

This automation removes the need to manually identify the on-call incident manager during active incidents.

Example 2: Customer Communication Assignment
When an incident is escalated to a major incident, use a workflow trigger to automatically assign the Customer Liaison role.

  • Incident role: Customer Liaison
  • Escalation policy: Customer Communications Management

This ensures the appropriate Customer Liaison is engaged immediately to coordinate updates and communication with customers.