EBS: Creating an Incident Template Category for Use With Incident Communications

Topic

How to create an incident template category for use with Everbridge Suite Incident Communications.

Description

Follow the steps below to create an incident category in Everbridge Suite:

  1. Log in to the Manager Portal and select the desired organization from the upper right-hand corner.
  2. Click on the Incidents tab from the top menu bar.
  3. Click on the Templates sub-tab.
  4. Navigate to the Category column.
  5. Click on any entry in the Category column, i.e. an already existing category name or the '---' symbol that represents no Category.

Note in the example below, you may click on one of the existing category names, 'Employee' or 'Animals', or the '---' symbol:

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  1. A pop-up menu appears:
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  1. Click --Manage--
  2. Click New Category.
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  1. Enter a name for the new category.
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  1. Click Save.
  2. Click Close.

For information on how to delete an incident template category, see knowledge article EBS: Deleting an Incident Template Category That Is Being Used in Incident Communications.

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