Initial Setup

Configure the essential settings for your Upstat project after completing account creation.

Prerequisites


1. Update Project Settings

Open Manage Project from the sidebar to customize your project.

Update the following:

  • Project Name - Change from the default to something descriptive
  • Project Alias - A short identifier (maximum 4 characters) used in URLs

2. Create Your First Monitor

Navigate to Monitors in the sidebar and click New Monitor.

Configure the monitor:

  1. Select the monitor type (HTTP, SSL Certificate, or Heartbeat)
  2. Enter the endpoint URL or hostname
  3. Choose check regions
  4. Set the check interval
  5. Configure response expectations
  6. Click Save

The monitor will begin checking immediately after creation.


3. Set Up On-Call Coverage

Navigate to On Call in the sidebar to configure who responds to incidents.

  1. Click New Roster to create an on-call roster
  2. Enter a roster name (e.g., “Primary On-Call”)
  3. Select the timezone for the roster
  4. Add team members to the roster
  5. Configure shift schedules
  6. Click Save

4. Invite Team Members

Go to Account Settings from the sidebar, then select Team.

  1. Click Invite Users
  2. Enter the team member’s email address
  3. Select an account role (Member, Administrator, etc.)
  4. Click Send Invite

Invited users receive an email with a link to join your account. Once they accept, you can add them to projects and assign project-specific roles.


5. Configure Notification Channels

Set up how your team receives alerts. Navigate to Account Settings, then Integrations.

Available notification channels:

  • Slack - Connect your Slack workspace for incident alerts
  • Email - Configure email notification settings
  • SMS - Enable SMS alerts for critical notifications

Result

Your Upstat project is now configured with:

  • Monitors tracking your services
  • On-call coverage for incident response
  • Team members with appropriate access
  • Notification channels for alerts

Next Steps