Guide
Set Team Fallback Policies
Define what OpsBell should do when direct user-level escalation cannot deliver a page.
Before you start
- Know the normal user-level escalation path for the team.
- Decide what fallback channel should be used when direct contact is unavailable.
Do this
- Set user escalation policies first for the people who are actually on call.
- Configure a team fallback only for cases where direct delivery cannot reach the user.
- Choose the primary fallback channel for the team, such as Slack DM, email, or team channel.
- Decide whether secondary responders should be included.
- Decide whether OpsBell should fall back to the shared team channel if direct delivery fails.
- Save the policy and document any team-specific notes that explain why the fallback exists.
Check it worked
- The team has a clear fallback behavior when the primary user cannot be contacted.
- The fallback path does not replace the normal user-level escalation policy.
- Operators can explain who will be contacted first and what happens next if delivery fails.
If it does not work
- If the team is always using fallback, fix the user escalation policy instead of tuning the fallback rules.
- If too many people are being notified, reduce secondary inclusion before the next test.
- If the shared channel is noisy, reserve it for true delivery failure rather than first-contact paging.
