1. Expel Support Center
  2. Getting started with Expel Workbench™
  3. Getting set up and ready to go in Workbench
  4. About notifications

User notifications setup for Workbench

Scott Dewbre
  • Updated

Workbench sends alerts and other messages to your organization. You watch these channels, like Slack, but you might miss an important message. So, you can set up notifications to be sent directly to your email address. These are called user notifications.

You create user notifications. Select the event to watch, like incidents or investigations. Then, select an action, like opened or closed. Workbench sends the notifications to your email address.

By default, Workbench gives you the most asked for notifications. Where it goes from there is up to you. You can view, add, edit, and delete user notifications. Admins can do the same for the users in their organization.

Not sure what all your options are? Click here to see a printable checklist of all the user notifications available. To learn how these notification systems work, see Notification systems.

Click below to jump to the task at hand:

Viewing your notifications

To view your notifications, take these steps:

  1. In a new browser tab, login to https://workbench.expel.io.

  2. From any screen, click the green square with your initials in the top right corner.

    WB_Activity_Metrics.png

  3. Select Manage account.

    mceclip10.png

  4. Your notifications are in the Email Notifications section.

    mceclip11.png
Viewing user notifications for your organization

Admins can view and work with the user notification settings for all the users in their organization. This can be useful for onboarding, for example, to make sure the new user has the appropriate notifications from day one.

Note

Viewing and working with user notifications at the organization level requires admin privileges.

To view user level notifications for the personnel in your organization, take these steps:

  1. In a new browser tab, login to https://workbench.expel.io.

  2. From any screen, click Settings in the upper right corner.

    mceclip34.png

  3. Click Users along the left side of the screen.

    mceclip35.png

  4. Find a user, then click the down arrow on the right side of that row.

    mceclip36.png

  5. Click View & Edit.

    mceclip39.png

  6. The user's notifications are in the Email Notifications section.

    mceclip38.png
Adding notifications

To add notifications, take these steps:

  1. Click Add Notification.

    WB_Notifications_Email.png

  2. A blank notification appears.

    WB_Notificaitons_Select_Condition.png

  3. Select an event.

    WB_Notifications_select_event.png

  4. Select an action for that event.

    WB_Notifications_Conditions_Action.png

  5. Click Save.

    mceclip15.png

    You see a successful save message.

    mceclip17.png

    The notification appears in the Email Notifications section.

    mceclip16.png
Editing notifications

To edit notifications, take these steps:

  1. Hover your mouse pointer over the notification and click the pencil.

    mceclip28.png

  2. The notification appears.

    WB_Notifications_Conditions_Notify_by.png

  3. Change the event and/or the action as needed.

    WB_Notifications_Condition_Created_list.png

  4. Click Save.

    mceclip4.png

    You see a successful edit message.

    mceclip5.png

    Your edited notification appears in the Email Notifications section.

    mceclip29.png
Deleting notifications

To delete notifications, take these steps:

  1. Hover your mouse pointer over the notification and click the trash can.

    mceclip30.png

  2. The Delete Notification popup appears. Click Delete.

    mceclip31.png

    The deleted notification no longer appears in the Email Notifications section.

    mceclip33.png

  • Was this article helpful?

  • 0 out of 0 found this helpful

Related articles