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Getting Started

Whether you’re setting up for a small team or preparing to scale across an organization, Upstat makes it easy to get started. Follow this guide to activate your account and configure your first project in just a few minutes.

  • Create your account.
  • Launch your first project.
  • Set the foundation for effective incident response.

1. Sign Up

Go to upstat.io/signup to start your free trial.

You’ll be asked to choose how you’d like to register your account:

  • Google SSO
  • Username and Password

![Placeholder: Signup Options Screenshot]

2. Complete the Onboarding Wizard

After signing up, you’ll be guided through a short onboarding process to configure your account and first project. This wizard only takes a few minutes.

You’ll be asked to provide:

  • First Name (required)
  • Last Name (required)
  • Email Address (required)
  • Account Name — This usually represents your company or team (e.g., Acme Corp)
  • Company Information — Optional, but helpful if you’re planning for multi-team access later

These values personalize your experience and are used across the interface—for example, in team invites and billing.

All of these fields can be updated later in your profile or account settings.

![Placeholder: Onboarding Wizard - Account Info Screenshot]

3. Set Up Your Initial Project

Every account begins with a single initial project. This is where you’ll manage monitors, incidents, automations, and on-call schedules.

You’ll be asked to configure:

  • Project Name — Defaults to Initial Project if left blank
  • Project Alias — A short identifier for the project. This is also used in the url. Can be changed later and old aliases will automatically re-route to the new alias.

Both name and alias can be updated later in project settings.

![Placeholder: Onboarding Wizard - Project Setup Screenshot]

4. Choose a Plan

Next, you’ll select a subscription tier. All plans begin with a 30-day free trial—no billing info required upfront.

Plan tiers include:

  • Basic — For lean teams focused on core functionality
  • Professional — Adds flexibility, scale, and additional integrations
  • Business — Includes audit logging, branding, advanced reporting, and more

Check out our pricing page for more details

During the trial, you’ll get full access to the selected plan’s features, including.

If you plan to downgrade after the trial, you’ll need to reduce usage to meet the lower-tier limits.

![Placeholder: Onboarding Wizard - Plan Selection Screenshot]

5. Launch into Your Initial Project

Once onboarding is complete, your 30-day trial is activated and you’ll land directly in your initial project dashboard.

From here, you can:

  • Create and configure monitors
  • Declare and manage incidents
  • Set up your on-call schedule
  • Invite team members and assign roles
  • Start defining your notification and automation rules

The interface is optimized for fast setup, with tooltips and inline guidance throughout.

What Happens After the Trial?

During your trial:

  • You have unrestricted access to your chosen plan
  • You can test monitors, create incidents, run workflows, and invite your team
  • No payment details are required

When the 30-day trial ends:

  • You’ll be prompted to enter billing details via Stripe if you choose to continue
  • If you don’t subscribe, your account becomes paused—but nothing is deleted, and you can resume at any time

Team Setup and Permissions

The person who creates the account is assigned the Owner role, which includes full account and project privileges.

You can invite additional users and assign them roles at both the account and project level:

  • Account roles include Owner, Administrator, Editor, Billing, and Member
  • Project roles include Project Manager, Contributor, Analyst, and Viewer

Each invited user occupies a license seat and can access one or more projects.

For a full list of what each role can do, refer to the Roles & Permissions documentation.

![Placeholder: Team Management Screenshot]

Enable Two-Factor Authentication (Optional)

For added account security, Upstat supports two-factor authentication (2FA) using time-based one-time passwords (TOTP).

To enable:

  1. Go to your Profile
  2. Open the Security Settings section
  3. Follow the setup instructions

This is optional, but highly recommended—especially for anyone with administrative privileges.

![Placeholder: Profile Security Settings Screenshot]

You’re Ready to Go

You now have everything you need to monitor your systems, manage incidents, and keep your team aligned in real time.

Learn more