Onboard to Pro checklist

After upgrading to the Netlify Pro plan, use this checklist to ensure you’re getting the most out of the Pro plan.

Set up your team for collaboration

Ensure you can collaborate by taking the following actions:

• Invite team members and assign roles and permissions to give each person the minimum level of access they need.
• Consider adding at least one other Team Owner so that while you’re away, someone else can add team members, set permissions, transfer projects, and keep things running smoothly.

Set up notifications for your workflows

Stay informed about deploy activity, build failures, and usage so your team can respond quickly.

Choose whether you want to stay informed about Netlify deploy activity, build failures, and usage through Slack, email, or webhooks, then follow the setup docs for your preferred method:

• Slack: Set up the Netlify App for Slack to get deploy notifications, usage alerts, and build status updates in the channels where your team already works.
  • Use Slack channels to keep the right people informed — for example, send deploy notifications to your development channel and usage alerts to a billing channel.
• Email and webhooks: Configure email and webhook notifications for deploy events, form submissions, and other activity.

Set up security best practices

Protect your team’s code, secrets, and sites with the security features available on Pro.

• Set up advanced rate limiting to control traffic to your site or specific paths and protect backend services from traffic spikes, excessive scraping, and abuse.
• Block malicious requests and protect your site from common attacks with Web Application Firewall (WAF) to
• Protect non-production deploys from unauthorized access so only your team can view work-in-progress.
• Make environment variables available to only the scopes that need them for tighter control of your sensitive data.
• Flag your most sensitive values with Secrets Controller to apply stricter security measures and perform secret scanning.
• Import .env file variables for security and consistency between local and remote builds.
• If your site is connected to a public repository, review the sensitive variable policy and deploy log visibility settings.

Optimize builds and performance

Reduce build times and improve site performance to ship faster and deliver a better experience to your visitors. With the Pro plan, you automatically get support for 3 concurrent builds per Netlify project.

• Optimize your build performance and build time so your team can spend more time creating and less time waiting.
• Optimize the size and format of your images with Netlify Image CDN to improve runtime performance and reliability.
• Optimize the number of files updated for your deploys to reduce deploy times and make the most of Netlify’s CDN cache.
• Configure your serverless functions region closest to your data sources for faster response times.

Review metrics

Depending on whether you have a Credit-based Pro plan or Legacy Pro plan, you get more visibility into your project’s metrics:

• With the Credit-based Pro plan, you get access to a robust Observability chart for your project for the last 30 days. Netlify Observability offers near real-time visibility into your project’s production performance and resource usage. Monitor requests, bandwidth, runtime behavior, functions, and Edge Functions to understand how your web project operates in production, fix errors, and optimize web performance.
• With the Legacy Pro plan, you get access to Real User Monitoring and Analytics.

Prepare for the unexpected

Give your team the tools and knowledge to respond quickly to issues. These best practices apply to all Netlify plans.

• Familiarize your team with rollbacks so they can revert site changes quickly if needed.
• Plan a maintenance page process for planned or unplanned downtime.
• Fix failed deploys and build errors with Netlify’s AI-enabled suggested solutions.
• Familiarize your team with our tips for requesting support by email so you get faster resolutions when you need help.