How do I set up my notifications?

By default, Workbench gives you the most-asked-for notifications. Where it goes from there is up to you.

Use the User Notifications checklist to make a list of the notifications you're interested in receiving. You can refer to this during the setup process.

The setup process is pretty simple. If you've ever created a rule in an email program, then this looks familiar:

  • First, select the event to watch, like incidents or investigations. Let's say Investigation.

  • Second, select an action, like opened or closed. (Investigation is closed.)

  • (Optional) If +Add Condition appears, you can refine your notification by selecting a general condition, like reason to close, and then selecting a specific condition, like possible policy violation. (Investigation is closed and the reason to close is a possible policy violation.) Conditions narrow your notifications down to specific issues you care the most about.

That's all there is to it! Workbench sends the selected notifications to you through email as events occur.

You can view, add, edit, and delete your notifications. Admins can do the same for the users in their organization. Click below to jump to the task at hand:

Viewing your notifications

To view your notifications, do this:

  1. From any screen, in the top right, click your initials.

    WB_Dashboard_SelGreenSquare.png
  2. Select Manage account.

    Your Profile appears.

  3. Your notifications are on the Email Notifications tab.

    OrgSettings_Users_Profile_EmailNotifications.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 to make sure the new user has the appropriate notifications.

Note

You must be an Org Admin to make changes in this area.

To view user level notifications for the personnel in your organization, do this:

  1. From any screen, in the left navigation, click Organization Settings.

    ViewNotifications_OrganizationSettings.png
  2. Click Users. A list of the users in your organization appears.

    ViewNotifications_UsersList.png
  3. Click the down arrow to the left of the user's name, then click View and edit. The user's profile appears.

    OrgSettings_Users_ViewAndEdit.png
  4. The user's notifications are on the Email Notifications tab.

    OrgSettings_Users_Profile_EmailNotifications.png

Adding notifications

To add notifications, do this:

  1. On the Email Notifications tab, click + Add Notification.

    AddNotification_AddNotification.png

    A blank notification appears.

  2. Select an event.

    AddNotification_SetEvent.png
  3. Select an action for that event.

    AddNotification_SetAction.png
  4. (Optional) If +Add Condition is available, click it, and then select a condition and a specific property for that event.

    AddNotification_SetConditions.png

    You can add multiple conditions and decide if all or any of the conditions apply.

  5. AddNotification_ClickSave.png
  6. The new notification appears under the Email Notifications tab.

Editing notifications

To edit notifications, do this:

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

    EditNotification_ClickPencil.png
  2. Change the notification as needed.

    EditNotification_Edit.png

Deleting notifications

To delete notifications, do this:

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

    DeleteNotification_ClickTrashCan.png

    A delete confirmation window appears.

  2. Click Delete.

    DeleteNotification_Confirm.png

Tip

This page was accurate at the time of writing, but changes happen. If you find the instructions are outdated, let us know via your engagement manager or account representative.