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Trial Account Onboarding

Get started with your new PagerDuty account

Create a Trial Account

  1. Navigate to our Sign Up page, enter your Work Email and then click Get Started.
    • Note: If you are creating a trial account, there are email limits put in place for security reasons. Non-work-related email addresses such as those from gmail.com, yahoo.com, icloud.com, etc., are restricted and may not be used for trial account creation purposes.
  2. Enter your First Name, Last Name and click Next Step.
  3. Enter a Password and click Next Step.
  4. Enter a Subdomain: PagerDuty accounts are accessible via a personalized subdomain. If your company name is EveryNine Inc., for example, you can set your account's subdomain to everynine.pagerduty.com, e9inc.pagerduty.com, or anything else provided that is five or more characters long and is not already in use.
  5. Select the Service Region where you would like us to host your account. Once you have reviewed our Terms of Service and Privacy Policy, check the checkbox to acknowledge and agree to be subject to those terms and policies. Click Create Account to create your account.

Onboarding

The trial onboarding flow will help you get started with your PagerDuty account, from creating your first service to adding the chat tools you’ll use to communicate.

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Skipped Onboarding?

If you have skipped your trial’s onboarding flow and would like guidance on how to get started, refer to the Post-Onboarding articles linked at the end of each section below.

Step 1: Create a Service

A service is an entity you monitor that serves as a container for related incidents. Another way to think of this is that a service is a discrete piece of functionality that is built, run, and owned by a single team.

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  1. Enter a Service Name for a service your team is responsible for. The more descriptive the name, the better. Examples:
    • Account Authentication
    • Checkout App Server
    • Inventory Database
  2. Click Continue.

Post-Onboarding

Once you are finished with onboarding, we recommend reading the following articles to continue configuring your account:

Step 2: Configure Inbound Integrations

Your service relies on other tools to receive alerts and data. This information helps you make the right decisions during incident response. Common integrations could include monitoring or ITSM tools.

  1. Select Integration(s) to add to your service. You may select from the Most Popular tab or All tab. If you would like to add integrations later, you can click Skip step to continue.
  2. If you have selected your integration(s), click Continue.

Post-Onboarding

Once you are finished with onboarding, we recommend reading the following guides and articles to continue configuring your account:

Step 3: Configure Notification Methods

Imagine your service is experiencing an incident. How do you want to find out? You can choose from three methods of notification including email, voice call, and SMS. In your initial account setup, we recommend that you set up all three methods to test them out.

  1. To add a phone and SMS notification method, check the checkbox to the left of Phone & SMS and enter your phone number. To add an email notification method, check the checkbox to the left of Email and enter your email. If you would like to configure your notification methods later, click Skip step to continue.
  2. If you have entered your notification method(s), click Send Test Notification.
  3. On the next screen, confirm that your details are correct and click Send Test Notification again. You should receive test notifications via the methods configured.

Post-Onboarding

Once you are finished with onboarding, we recommend reading the following articles to continue configuring your account:

Step 4: Download the Mobile App

Your service doesn't just experience issues during work hours. You need to acknowledge alerts, run automation plays, and respond to incidents from anywhere at any time.

  1. Download the PagerDuty mobile app:
  1. Click Next to continue.

Post-Onboarding

Once you are finished with onboarding, we recommend reading the following articles to continue configuring your account:

Step 5: Configure an On-Call Schedule

On-call schedules are essential to your team’s setup in PagerDuty, as they are used to map out your on-call coverage needs. In conjunction with escalation policies, your on-call schedule determines who will be notified when an incident is triggered.

  1. Enter the first and last Name of a user that you would like to add to your first on-call schedule. Then enter their Email and click the button to the right to invite them to PagerDuty and add them to the on-call schedule. Repeat this process for as many users as you would like to invite and add. If you would like to create an on-call schedule later, click Skip step to continue.
  2. If you have invited user(s), click Create Schedule.
  3. A confirmation dialog will appear stating that your first schedule and escalation policy have been created, and that invites have been sent to your new users. Click Continue.

Post-Onboarding

Once you are finished with onboarding, we recommend reading the following articles to continue configuring your account:

Step 6: Connect With Your Chat Tools

Resolve incidents quickly with your teammates by collaborating directly in Slack and Microsoft Teams. These tools are called extensions because they extend the functionality of your PagerDuty account to your team’s workflows and level up your incident resolution power.

  1. Click Add Extensions. If you would like to add extensions later, click Skip step to continue.
  2. You will be directed to your account’s Extensions page. Click Add below some of our most popular extensions at the top of the page, or click New Extension to search for others.
  3. Follow the authentication workflow for your extension.

After completing the final step of onboarding, you will be directed to your PagerDuty account. Please refer to the Post-Onboarding articles at the end of each of the onboarding steps to continue configuring account objects.

Post-Onboarding
Once you are finished with onboarding, we recommend reading the following articles to continue configuring your account:

Move from a Trial to a Paid Account

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Required User Permissions

Only Account Owners can move from a trial to a paid account.

When you’re ready to move forward from a trial account:

  1. In the web app, navigate to User Icon Subscriptions.
  2. Under Subscription Details, click Upgrade Plan.
  3. Choose your preferred plan. You may use the toggle on the left to change whether this plan will be Billed Yearly or Billed Monthly. Click Select Plan.
    • Note: If you are interested in our Enterprise for Incident Management plan, you will be directed to contact our Sales team instead of following the rest of these instructions.
  4. Under Plan Details, select the preferred Billing Cycle, any Add-Ons, a Full User Count, and a Stakeholder Bundle. If you have a discount code, enter it in the Discount Code field and click Apply Discount.
  5. In the Billing and Payment section, enter your credit card information. You may optionally select Same bill-to contact as credit card to set the contact information for billing to be the same as the credit card information and/or Same sold-to contact as credit card to set sold-to contact information to be the same as the credit card.
  6. Review your transaction details and click Complete Your Purchase.

Updated 5 months ago