This document helps you configure notification messages sent to your organization from the Expel Workbench.

To do this procedure, you must have:

  • Organization admin privileges in Workbench.

  • At least 1 communication channel established between your organization and Workbench. Communication channels currently available include:

    • Slack

    • Microsoft Teams

    • Ticketing System: Asana, Jira, ServiceNow

    • PagerDuty

    • OpsGenie

Note

If you don't see a link to the needed communication channel, contact your engagement manager for help.

What are organization notifications?

Expel Workbench sends alerts and other messages to your organization. What these messages are about and how you should react varies from one to the next. To acquaint yourself with notifications and how to interpret them, read the Notification definitions guide.

How do I set up notifications for my organization?

Organization admins can choose which notifications to receive and how they are received. Any communications tool your organization integrates with Workbench can be used. This includes Slack, PagerDuty, and more.

Use the Organization Notifications checklist to make a list of the notifications you're interested in receiving and how you want them delivered. 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.

  • Finally, select one or more communication paths. If there is a communication path you want but it's not there, contact your engagement manager. (When Investigation is opened, notify through Slack and PagerDuty.)

That's all there is to it! Workbench sends the selected notifications to your organization through the communication path(s) you specified as events occur.

Organization admins can view, add, edit, and delete organization notifications. Click below to jump to a task:

Viewing notifications

To view notifications settings for your organization, do this:

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

    ViewNotifications_OrganizationSettings.png
  2. Click the name of your organization.

  3. Notifications are listed on the Notifications tab.

    MyOrgs_NotificationsTab.png

Adding notifications

To add notifications, do this:

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

    Notifications_AddNotif.png

    A blank notification appears.

  2. Select an event.

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

    AddNotif_SetAction.png
  4. (Optional) If +Add Condition is available, click it and then select a condition and a specific property for that event. You can add multiple conditions and decide if all or any of the conditions apply.

    AddNotif_AddCondition.png
    AddNotif_SetProperty.png
  5. Select a notification channel.

    AddNotif_SetNotifChannel.png
  6. (Optional) To add more than one notification channel, click +Add Another.

    AddNotif_SetNotifChannel_AddAnother.png
  7. The new notification appears under the Notifications tab.

Editing notifications

To edit notifications, do this:

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

    EditNotif_ClickPencil.png
  2. Change the notification as needed.

    EditNotif_Edit.png

Deleting notifications

To delete notifications, do this:

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

    DelNotif_ClickTrashCan.png

    A delete confirmation window appears.

  2. Click Delete.

    DelNotif_DelWindow.png

Where do we go from here?

After setting up notifications for your organization, a logical next step should be to set up notifications for your individual users. Similar to organization notifications, user notifications are sent through email. For instructions, see the User Notifications setup guide.

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.