Onboarding New Team Members to Server Scout

Creating User Accounts

As an admin, you'll create new team member accounts from the Users page in your Server Scout dashboard. Navigate to the Users section and click "Add User". You'll need to provide:

• Full name
• Email address
• User role (admin or regular user)

The new team member will receive an email invitation to set their password and access the dashboard at app.serverscout.ie.

Choosing the Right Role

Server Scout offers two user roles, each designed for different responsibilities:

Admin Role: Assign this to team leads and senior staff who need to:

• Manage other user accounts
• Configure system-wide settings
• Access all servers in the organisation
• Manage billing and account settings

Regular User Role: Perfect for team members who need to:

• Monitor their assigned servers only
• Configure alerts for their systems
• View metrics and notifications
• Focus on day-to-day monitoring tasks

Choose roles based on actual responsibilities rather than seniority to maintain proper access control.

Assigning Server Access

Once the account is created, ensure new team members can access relevant servers:

1. Admin users automatically see all servers in the organisation
2. Regular users need explicit server assignments
3. Assign servers based on the team member's responsibilities (e.g., web servers for developers, database servers for DBAs)
4. Review assignments periodically to ensure they remain appropriate

Configuring Notification Channels

Help new team members set up their preferred notification methods:

1. Dashboard notifications are enabled by default - these appear in the notification bell
2. Email notifications - add their work email for critical alerts
3. Webhook notifications - configure Slack, Discord, or custom endpoints if your team uses them
4. Channel priorities - ensure critical alerts go to immediate channels (email/webhook) while routine notifications stay in the dashboard

Walk through the notification settings together to ensure they understand how to customise alert preferences.

Dashboard Orientation

Provide a guided tour of the key dashboard areas:

Fleet Health View: The main dashboard showing all accessible servers at a glance, with colour-coded status indicators and key metrics.

Server Detail Pages: Click any server to view detailed metrics, historical data, and current status. Show them how to navigate between different metric categories.

Expandable Metric Panels: Demonstrate how to click metric panels to see detailed graphs and historical trends - this is where they'll spend most of their monitoring time.

Notification Bell: Located in the top navigation, this shows recent alerts and system notifications. Explain how to mark notifications as read and access notification history.

Essential Knowledge Base Articles

Direct new team members to these key knowledge base categories:

• Getting Started: Covers basic concepts, navigation, and initial setup
• Server Monitoring: Explains what metrics mean, how data collection works, and how to interpret graphs
• Alerts & Notifications: Details alert configuration, notification channels, and troubleshooting delivery issues

Encourage them to browse these sections during their first week to build foundational knowledge.

Hands-On Training

The best way to learn Server Scout is through practical experience. Have new team members complete these tasks:

1. Add a test server (if appropriate for their role)
2. Configure an alert condition on a non-critical metric
3. Trigger a test notification to verify their channels work correctly
4. Review notification history to understand how alerts are logged
5. Explore metric panels on different servers to understand the interface

This hands-on approach builds confidence and familiarity with the platform.

Ongoing Support Resources

Remind new team members about available support options:

Knowledge Base Search: The search function at www.serverscout.ie/kb/ helps find specific information quickly.

AI-Assisted Support: The support bot provides instant responses (typically within 1 minute) with relevant articles and troubleshooting steps.

Support Tickets: For complex issues requiring human assistance, tickets are reviewed within 24 hours during business days (Monday-Friday, Irish timezone).

Follow-Up

Schedule a follow-up session after their first week to address questions, review their notification preferences, and ensure they're comfortable with their monitoring responsibilities. This investment in proper onboarding pays dividends in team effectiveness and platform adoption.