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templates/docs/configuring_notifications.html
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<h1>Configuring Notifications</h1> <h1>Configuring Notifications</h1>
<p>You can set up multiple ways to receive notifications when checks in your account <p>You can set up multiple ways to receive notifications when checks in your account
change state. This is useful for multiple reasons:</p> change state. This is useful for several reasons:</p>
<ul> <ul>
<li><strong>Redundancy in case of notification failures.</strong> Set up notifications using two different <li><strong>Redundancy in case of notification failures.</strong> Set up notifications using two
transports (for example, email and Slack). If one transport fails (e.g., an email different notification channels (for example, email and Slack). If one transport
message goes to spam), you still receive the notification over the other transport.</li> fails (e.g., an email message goes to spam), you still receive a notification over the
other channel.</li>
<li><strong>Use different notification methods depending on urgency</strong>. For example, if a <li><strong>Use different notification methods depending on urgency</strong>. For example, if a
low-priority housekeeping script fails, post a message in chat. If a vital service fails, low-priority housekeeping script fails, post a message in chat. If a vital service fails,
post in chat, send an email, and send SMS.</li> post in chat, send an email and send SMS.</li>
<li>Route notifications to the right people.</li> <li>Route notifications to the right people.</li>
</ul> </ul>
<p>Notification methods ("integrations") are scoped to a project: <p>Each notification method ("integration") belongs to a project:
if you want to use a notification method in multiple projects, it must be if you want to use a notification method in multiple projects, you will need to
set up in each project separately.</p> set it up in each project separately.</p>
<p>In the web interface, the list of checks shows a visual overview of which alerting <p>In the web interface, the "Checks" page shows a visual overview of which alerting
methods are enabled for each check. You can click the icons to toggle them on and off:</p> methods are active for each check. You can click the icons to toggle them on and off:</p>
<p><img alt="Integration icons in the checks list" src="IMG_URL/checks_integrations.png" /></p> <p><img alt="Integration icons in the checks list" src="IMG_URL/checks_integrations.png" /></p>
<p>You can also toggle the integrations on and off when viewing an individual check by <p>You can also toggle the integrations by clicking the "ON" / "OFF" labels in
clicking on the "ON" / "OFF" labels:</p> individual check's details pages:</p>
<p><img alt="Integration on/off toggles in the check details page" src="IMG_URL/details_integrations.png" /></p> <p><img alt="Integration on/off toggles in the check details page" src="IMG_URL/details_integrations.png" /></p>
<h2>SMS, WhatsApp and Phone Call Monthly Quotas</h2> <h2>SMS, WhatsApp, and Phone Call Monthly Quotas</h2>
<p>SITE_NAME limits the maximum number of SMS, WhatsApp and phone call notifications an <p>SITE_NAME sets a quota on the maximum number of SMS, WhatsApp, and phone-call
account can send per any given month. The specific limit depends on account's notifications an account can send per given month. The specific limit depends on the
billing plan.</p> account's billing plan. The quota automatically resets at the start of each month.
<p>The limit is applied to the combined number of sent SMS, WhatsApp and phone call The "unused" sends from one month do not carry over to the next month.</p>
notifications. It automatically resets at the start of each month. The "unused" sends
from one month do not carry over to the next month.</p>
<p>When an account exceeds its monthly limit, SITE_NAME will:</p> <p>When an account exceeds its monthly limit, SITE_NAME will:</p>
<ul> <ul>
<li>Send a warning email to account's primary email address</li> <li>Send a warning email to account's primary email address</li>
@ -41,22 +40,22 @@ PagerTree), you can set up escalation rules there.</li>
play a loud notification sound on your phone every 5 minutes until the notification play a loud notification sound on your phone every 5 minutes until the notification
is acknowledged.</li> is acknowledged.</li>
<li>SITE_NAME can send <strong>hourly or daily email reminders</strong> if any check is down <li>SITE_NAME can send <strong>hourly or daily email reminders</strong> if any check is down
across all projects you have access to. in any of your projects.
Set them up in <a href="../../accounts/profile/notifications">Account Settings › Email Reports</a>:</li> Set them up in <a href="../../accounts/profile/notifications">Account Settings › Email Reports</a>:</li>
</ul> </ul>
<p><img alt="Email reminder options" src="IMG_URL/email_reports.png" /></p> <p><img alt="Email reminder options" src="IMG_URL/email_reports.png" /></p>
<h2>Monthly Reports</h2> <h2>Monthly Reports</h2>
<p>SITE_NAME sends monthly email reports at the start of each month. Use them <p>SITE_NAME sends monthly email reports at the start of each month. Use them
to make sure all checks have their expected state and nothing has to make sure all checks have their expected state and nothing has
"fallen through the cracks".</p> "fallen through the cracks."</p>
<p>A monthly report shows checks from all projects you have access <p>A monthly report shows checks from all your projects.
to. For each check it lists:</p> For each check it lists:</p>
<ul> <ul>
<li>check's current status</li> <li>check's current status</li>
<li>the number of downtimes by month, for the two previous months</li> <li>the number of downtimes by month, for the last two months</li>
<li>the total downtime duration by month, for the two previous months</li> <li>the total downtime duration by month, for the last two months</li>
</ul> </ul>
<p><img alt="Example monthly report" src="IMG_URL/monthly_report.png" /></p> <p><img alt="Example monthly report" src="IMG_URL/monthly_report.png" /></p>
<p>You can opt out from the monthly reports in the <p>You can opt-out from the monthly reports in the
<a href="../../accounts/profile/notifications/">Account Settings › Email Reports</a> page <a href="../../accounts/profile/notifications/">Account Settings › Email Reports</a> page
or by clicking the "Unsubscribe" link in report's footer.</p> or by clicking the "Unsubscribe" link in the email report's footer.</p>

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templates/docs/configuring_notifications.md
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# Configuring Notifications # Configuring Notifications
You can set up multiple ways to receive notifications when checks in your account You can set up multiple ways to receive notifications when checks in your account
change state. This is useful for multiple reasons: change state. This is useful for several reasons:
* **Redundancy in case of notification failures.** Set up notifications using two different * **Redundancy in case of notification failures.** Set up notifications using two
transports (for example, email and Slack). If one transport fails (e.g., an email different notification channels (for example, email and Slack). If one transport
message goes to spam), you still receive the notification over the other transport. fails (e.g., an email message goes to spam), you still receive a notification over the
other channel.
* **Use different notification methods depending on urgency**. For example, if a * **Use different notification methods depending on urgency**. For example, if a
low-priority housekeeping script fails, post a message in chat. If a vital service fails, low-priority housekeeping script fails, post a message in chat. If a vital service fails,
post in chat, send an email, and send SMS. post in chat, send an email and send SMS.
* Route notifications to the right people. * Route notifications to the right people.
Notification methods ("integrations") are scoped to a project: Each notification method ("integration") belongs to a project:
if you want to use a notification method in multiple projects, it must be if you want to use a notification method in multiple projects, you will need to
set up in each project separately. set it up in each project separately.
In the web interface, the list of checks shows a visual overview of which alerting In the web interface, the "Checks" page shows a visual overview of which alerting
methods are enabled for each check. You can click the icons to toggle them on and off: methods are active for each check. You can click the icons to toggle them on and off:
![Integration icons in the checks list](IMG_URL/checks_integrations.png) ![Integration icons in the checks list](IMG_URL/checks_integrations.png)
You can also toggle the integrations on and off when viewing an individual check by You can also toggle the integrations by clicking the "ON" / "OFF" labels in
clicking on the "ON" / "OFF" labels: individual check's details pages:
![Integration on/off toggles in the check details page](IMG_URL/details_integrations.png) ![Integration on/off toggles in the check details page](IMG_URL/details_integrations.png)
## SMS, WhatsApp and Phone Call Monthly Quotas ## SMS, WhatsApp, and Phone Call Monthly Quotas
SITE_NAME limits the maximum number of SMS, WhatsApp and phone call notifications an SITE_NAME sets a quota on the maximum number of SMS, WhatsApp, and phone-call
account can send per any given month. The specific limit depends on account's notifications an account can send per given month. The specific limit depends on the
billing plan. account's billing plan. The quota automatically resets at the start of each month.
The "unused" sends from one month do not carry over to the next month.
The limit is applied to the combined number of sent SMS, WhatsApp and phone call
notifications. It automatically resets at the start of each month. The "unused" sends
from one month do not carry over to the next month.
When an account exceeds its monthly limit, SITE_NAME will: When an account exceeds its monthly limit, SITE_NAME will:
@ -52,7 +50,7 @@ PagerTree), you can set up escalation rules there.
play a loud notification sound on your phone every 5 minutes until the notification play a loud notification sound on your phone every 5 minutes until the notification
is acknowledged. is acknowledged.
* SITE_NAME can send **hourly or daily email reminders** if any check is down * SITE_NAME can send **hourly or daily email reminders** if any check is down
across all projects you have access to. in any of your projects.
Set them up in [Account Settings › Email Reports](../../accounts/profile/notifications): Set them up in [Account Settings › Email Reports](../../accounts/profile/notifications):
![Email reminder options](IMG_URL/email_reports.png) ![Email reminder options](IMG_URL/email_reports.png)
@ -61,17 +59,17 @@ Set them up in [Account Settings › Email Reports](../../accounts/profile/notif
SITE_NAME sends monthly email reports at the start of each month. Use them SITE_NAME sends monthly email reports at the start of each month. Use them
to make sure all checks have their expected state and nothing has to make sure all checks have their expected state and nothing has
"fallen through the cracks". "fallen through the cracks."
A monthly report shows checks from all projects you have access A monthly report shows checks from all your projects.
to. For each check it lists: For each check it lists:
* check's current status * check's current status
* the number of downtimes by month, for the two previous months * the number of downtimes by month, for the last two months
* the total downtime duration by month, for the two previous months * the total downtime duration by month, for the last two months
![Example monthly report](IMG_URL/monthly_report.png) ![Example monthly report](IMG_URL/monthly_report.png)
You can opt out from the monthly reports in the You can opt-out from the monthly reports in the
[Account Settings › Email Reports](../../accounts/profile/notifications/) page [Account Settings › Email Reports](../../accounts/profile/notifications/) page
or by clicking the "Unsubscribe" link in report's footer. or by clicking the "Unsubscribe" link in the email report's footer.

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<h1>Projects and Teams</h1> <h1>Projects and Teams</h1>
<p>Use Projects to organize checks in your SITE_NAME account. Your account initially <p>Use Projects to organize checks in your SITE_NAME account. Your account initially
has a single default project. You can create additional projects and organize has a single default project. You can create additional projects and transfer
your checks in them as your usage grows.</p> your checks between them as your usage grows.</p>
<p><img alt="An overview of projects" src="IMG_URL/projects.png" /></p> <p><img alt="An overview of projects" src="IMG_URL/projects.png" /></p>
<p>Checks and integrations are project-scoped: each check and each configured <p>Checks and integrations are project-scoped: each check and each configured
integration always belongs to a particular project. Checks can be transferred integration always belongs to a particular project. Checks can be transferred
@ -9,12 +9,12 @@ from one project to another, preserving check's ping address:</p>
<p><img alt="The transfer dialog" src="IMG_URL/transfer_check.png" /></p> <p><img alt="The transfer dialog" src="IMG_URL/transfer_check.png" /></p>
<h2>Team Access</h2> <h2>Team Access</h2>
<p>You can grant your colleagues access to a project by inviting them into <p>You can grant your colleagues access to a project by inviting them into
the project's team. Each project has its own separate team so you can grant access the project's team. Each project has its separate team so you can grant access
selectively. Inviting team members is <strong>more convenient and more selectively. Inviting team members is <strong>more convenient and more
secure</strong> than sharing a password to a single account.</p> secure</strong> than sharing a password to a single account.</p>
<p><img alt="Team access section" src="IMG_URL/team_access.png" /></p> <p><img alt="Team access section" src="IMG_URL/team_access.png" /></p>
<p>The user who originally created the project is listed as <strong>owner</strong>. Any invited users <p>The user who created the project is the <strong>owner</strong>. Any invited users
are listed as <strong>members</strong>. The members can:</p> are <strong>members</strong>. The members can:</p>
<ul> <ul>
<li>create, edit and remove checks</li> <li>create, edit and remove checks</li>
<li>create and remove integrations</li> <li>create and remove integrations</li>
@ -30,7 +30,7 @@ are listed as <strong>members</strong>. The members can:</p>
<li>remove the project</li> <li>remove the project</li>
</ul> </ul>
<h2>Read-only Access</h2> <h2>Read-only Access</h2>
<p>When inviting a team member, their membership can be marked as read-only:</p> <p>When inviting a team member, you can mark their membership as read-only:</p>
<p><img alt="The Access Level parameter in the Invite form" src="IMG_URL/invite_member.png" /></p> <p><img alt="The Access Level parameter in the Invite form" src="IMG_URL/invite_member.png" /></p>
<p>Read-only members can:</p> <p>Read-only members can:</p>
<ul> <ul>
@ -38,25 +38,26 @@ are listed as <strong>members</strong>. The members can:</p>
<li>view integrations</li> <li>view integrations</li>
<li>give up their membership</li> <li>give up their membership</li>
</ul> </ul>
<p>Read-only members can not modify checks, integrations or project settings. <p>Read-only members can not modify checks, integrations, or project settings.
They also cannot access project's API keys as that would effectively give them They also cannot access the project's API keys as that would effectively give them
read-write access through API.</p> read-write access through API.</p>
<h2>Projects and Check Limits</h2> <h2>Projects and Check Limits</h2>
<p><strong>Check limit</strong> is the total number of checks your account can have. The specific <p><strong>Check Limit</strong> is the total number of checks your account can have. The specific
limit depends on the account's billing plan.</p> limit depends on the account's billing plan. When you reach the Check Limit
<p>Account's check limit is shared by all projects owned by your account. you will not be able to create new checks.</p>
<p>All projects owned by your account shares your account's Check Limit.
For example, consider a Business account with two projects, For example, consider a Business account with two projects,
"Project A" and "Project B". If A has 70 checks, then B cannot have more than "Project A" and "Project B". If A has 70 checks, then B cannot have more than
30 checks, in order to not exceed the Business account's total limit of 100.</p> 30 checks, in order to not exceed the Business account's total limit of 100.</p>
<p>However, only checks from your own projects count towards your account's <p>However, only checks from your own projects count towards your account's
quota. If you get invited to somebody else's project, that does not change quota. If you get invited to somebody else's project, that does not change
the number of checks you can create in your own projects.</p> the number of checks you can create in your projects.</p>
<h2>Projects and Team Size Limits</h2> <h2>Projects and Team Size Limits</h2>
<p><strong>Team size</strong> is the number of unique users you can invite in your projects. <p><strong>Team Size</strong> is the number of <em>unique</em> users you can invite in your projects.
The team size limit is also shared by all projects owned by your account. Same as with Check Limit, all projects share your account's Team Size limit.
However, if you invite the same user (using the same email address) into several However, if you invite the same user (using the same email address) into multiple
projects, it only takes up a single "seat".</p> projects, it only takes up a single seat.</p>
<h2>Projects and Monthly Reports</h2> <h2>Projects and Monthly Reports</h2>
<p>SITE_NAME sends monthly email reports at the <p>SITE_NAME sends monthly email reports at the start of each month. The monthly reports
start of each month. The monthly reports list a summary of checks from list a summary of checks from <strong>all your projects</strong>. It contains status summaries for
<strong>all projects you have access to</strong> (either as the owner or as a member).</p> both the projects you own, and the projects you are a member of.</p>

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# Projects and Teams # Projects and Teams
Use Projects to organize checks in your SITE_NAME account. Your account initially Use Projects to organize checks in your SITE_NAME account. Your account initially
has a single default project. You can create additional projects and organize has a single default project. You can create additional projects and transfer
your checks in them as your usage grows. your checks between them as your usage grows.
![An overview of projects](IMG_URL/projects.png) ![An overview of projects](IMG_URL/projects.png)
@ -15,14 +15,14 @@ from one project to another, preserving check's ping address:
## Team Access ## Team Access
You can grant your colleagues access to a project by inviting them into You can grant your colleagues access to a project by inviting them into
the project's team. Each project has its own separate team so you can grant access the project's team. Each project has its separate team so you can grant access
selectively. Inviting team members is **more convenient and more selectively. Inviting team members is **more convenient and more
secure** than sharing a password to a single account. secure** than sharing a password to a single account.
![Team access section](IMG_URL/team_access.png) ![Team access section](IMG_URL/team_access.png)
The user who originally created the project is listed as **owner**. Any invited users The user who created the project is the **owner**. Any invited users
are listed as **members**. The members can: are **members**. The members can:
* create, edit and remove checks * create, edit and remove checks
* create and remove integrations * create and remove integrations
@ -39,7 +39,7 @@ The members **can not**:
## Read-only Access ## Read-only Access
When inviting a team member, their membership can be marked as read-only: When inviting a team member, you can mark their membership as read-only:
![The Access Level parameter in the Invite form](IMG_URL/invite_member.png) ![The Access Level parameter in the Invite form](IMG_URL/invite_member.png)
@ -49,33 +49,34 @@ Read-only members can:
* view integrations * view integrations
* give up their membership * give up their membership
Read-only members can not modify checks, integrations or project settings. Read-only members can not modify checks, integrations, or project settings.
They also cannot access project's API keys as that would effectively give them They also cannot access the project's API keys as that would effectively give them
read-write access through API. read-write access through API.
## Projects and Check Limits ## Projects and Check Limits
**Check limit** is the total number of checks your account can have. The specific **Check Limit** is the total number of checks your account can have. The specific
limit depends on the account's billing plan. limit depends on the account's billing plan. When you reach the Check Limit
you will not be able to create new checks.
Account's check limit is shared by all projects owned by your account. All projects owned by your account shares your account's Check Limit.
For example, consider a Business account with two projects, For example, consider a Business account with two projects,
"Project A" and "Project B". If A has 70 checks, then B cannot have more than "Project A" and "Project B". If A has 70 checks, then B cannot have more than
30 checks, in order to not exceed the Business account's total limit of 100. 30 checks, in order to not exceed the Business account's total limit of 100.
However, only checks from your own projects count towards your account's However, only checks from your own projects count towards your account's
quota. If you get invited to somebody else's project, that does not change quota. If you get invited to somebody else's project, that does not change
the number of checks you can create in your own projects. the number of checks you can create in your projects.
## Projects and Team Size Limits ## Projects and Team Size Limits
**Team size** is the number of unique users you can invite in your projects. **Team Size** is the number of *unique* users you can invite in your projects.
The team size limit is also shared by all projects owned by your account. Same as with Check Limit, all projects share your account's Team Size limit.
However, if you invite the same user (using the same email address) into several However, if you invite the same user (using the same email address) into multiple
projects, it only takes up a single "seat". projects, it only takes up a single seat.
## Projects and Monthly Reports ## Projects and Monthly Reports
SITE_NAME sends monthly email reports at the SITE_NAME sends monthly email reports at the start of each month. The monthly reports
start of each month. The monthly reports list a summary of checks from list a summary of checks from **all your projects**. It contains status summaries for
**all projects you have access to** (either as the owner or as a member). both the projects you own, and the projects you are a member of.