Initial Setup
Configure the essential settings for your Upstat project after completing account creation.
Prerequisites
- An Upstat account (see Creating an Account)
- Access to your project dashboard
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:
- Select the monitor type (HTTP, SSL Certificate, or Heartbeat)
- Enter the endpoint URL or hostname
- Choose check regions
- Set the check interval
- Configure response expectations
- 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.
- Click New Roster to create an on-call roster
- Enter a roster name (e.g., “Primary On-Call”)
- Select the timezone for the roster
- Add team members to the roster
- Configure shift schedules
- Click Save
4. Invite Team Members
Go to Account Settings from the sidebar, then select Team.
- Click Invite Users
- Enter the team member’s email address
- Select an account role (Member, Administrator, etc.)
- 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
- Creating Monitors - Learn about monitor types and advanced settings
- Schedule Setup - Configure rotation rules and escalation policies
- Managing Permissions - Understand account and project roles