How to set up teamSOS
This guide will show you how to set up teamSOS, helping you configure the system, add users, and get your team ready to respond quickly and efficiently.
Setting up teamSOS is done through the guided Onboarding Wizard, which configures your system in six steps before it goes live:
- Welcome – follow the link in your welcome email to create your account and open the Onboarding Wizard.
- Import Users – add your team via Excel upload, manual entry, or Microsoft Entra sync.
- Users & Roles – assign each user a role (User, Admin, or Announce) and confirm their permissions.
- Response Teams – create the team(s) who'll respond to incidents and add the right members to each.
- Alerts Setup – deploy the Windows app and Desktop Alerts using GPO or Intune.
- Review – check your users, roles and response teams are all correct before you go live.
For the full step-by-step walkthrough with screenshots, see the Onboarding Wizard Guide.