Dynamic team interface overview

Dynamic teams are teams of users based on selected criteria. A dynamic team's members change depending on who matches the selected criteria at the time of an alert. For example, you can create a dynamic team that includes all users who have specific training (such as first aid or fire safety) in a particular physical location within your organization. You could base this on a custom user property that indicates the level of training each user has. As each user gains a certification, the team is updated to reflect that change.

You can view the interface for a dynamic team if you have the correct permissions and you have a role that is configured to be an observer of the team. If you are also an admin of the team, you can edit the team, add and remove members and observers, and update the search criteria.

Team interface tabs

The team interface uses two tabs that allow you to configure and manage your dynamic team.

The Overview tab provides an at-a-glance summary of your dynamic team. From here, you can see information about the people in your team and which search criteria the team is using.

Criteria

A dynamic team's criteria are the rules used to determine the members for this team. Each time the team is targeted for notification, xMatters populates the members list with people who match these criteria at that time. To see more information, click View to open the Criteria section of the People tab.

Team admins

The Team Admins section displays the names of the first 5 team admins (to see the full list, click + more). To see more information, click Viewto open the Team Admins list in the People tab. Team admins are not notified as part of a team but can edit the team's search criteria and settings, add and remove people, target the team as a recipient or resolver, and delete the team.

Members

Team members consist of users based on specific search criteria. You do not need to update the list of team members, as xMatters uses the criteria to determine who should belong to the dynamic team at the time of an alert and receive the notification. All members of a dynamic team are notified simultaneously when targeted by notification. You can view the current members of the team by clicking Refresh. To see more information, click View to open the Members list in the People tab.

Observers

The Observers section displays the names of the first 5 roles that can find and target the team for notification (to see the full list, click + more). To see more information, click View to open the Observers list in the People tab.

The People tab displays information about the Search Criteria, Team Admins, Members, and Observers of the dynamic team.

Manage Criteria

The Criteria section of the People tab displays the search criteria used to determine the members for this team. You can update these by doing any of the following:

  1. Select All or Any at the top of the Search Criteria area to change the “AND”/ “OR” calculation across all fields and custom user property categories.
  2. Change the search field by selecting an option from the Field drop-down list.
  3. Update the search condition by selecting an option from the Condition drop-down list.
  4. Add additional fields by clicking More Fields.


Manage members

The Members section of the People tab displays the name and status of all the current users who will be notified if the team is targeted. If you have appropriate permissions, you can click the name of a member to view more detailed information about them. When you click the name of a user, xMatters displays their user contact card with device details and group membership information.

Manage team admins

The Team Admin section of the People tab displays the name, site status, and last login information of all users that are admins of the team. Click the name of a team admin to view the user ID, site, time zone, devices, and groups they are part of.

Manage observers

The Observers section of the People tab displays the names of the roles who can see this team when searching for recipients and target it for notification. By default, the team is observed by all roles.

Team options

From the Options drop-down menu you can copy the team, and update the team's name, description, and notification settings.