Introduction
In the first part of this guide, we'll explain how to set up alerts for assets. To be able to set up notifications, we use notification roles. In a notification role, different alarms are bundled together, so that everything remains clear. These notification roles are set by your company, so you don't have to do this yourself. Examples of possible reporting roles are: Technical Service, Accounting and Customer.
In the second part, we will explain how you can create and edit notification roles.
Receive notifications
Click Notifications in the navigation menu.
Click the plus icon to set up notifications for a user.
You'll now see a list of all asset groups within your project. You can expand this list to view the assets within a group.
Using the search bar, you can quickly look up a specific asset.
Select the assets you want to receive notifications for. When you select an asset group, you'll receive notifications for all assets within that group.
Then click Next.
You will now see a list of all users on your project. Using the search bar, you can quickly look up a specific user.
Select the users you want to receive notifications for.
Then, select the role that applies to this user.
Finally, click Save.
On the Notifications page, you can see how many and which assets a specific user is receiving notifications for.
In addition, you can also look up which users are receiving notifications for a specific asset. To do this, click on the folder icon.
Receive other notifications
Hint!
If you are already receiving notifications for an asset, but your role is incorrect or you want a different role, you can change this at any time.
Click Notifications in the navigation menu.
First, find the user for whom you want to customize the notification role, and then the asset for which this role applies.
Click on the pencil icon to change the notification role.
When you click on the current notification role, a list of all available notification roles appears. Select the new role you want.
Finally, click on the save icon.
Stop receiving notifications
Hint!
If you no longer wish to receive notifications for an asset, you can change this at any time.
Click Notifications in the navigation menu.
First, find the affected user, and then the asset for which you want to stop notifications.
Click on the trash can icon to permanently delete the notifications.
Create a new notification role
Click Notifications in the navigation menu and open the Notification Roles tab.
Click the plus icon to create a new notification role.
You will now see a list of all asset types within your project. Using the search bar, you can quickly look up a specific asset type.
Then, click [ none ] behind the asset type you want to add to the notification role.
Select all notification presets that apply to the chosen asset type for the new role.
Give the new notification role a name and click Save.
You can now close the window.
Edit a notification role
Hint!
If you already have a notification role, but you want more or less notification presets for this role, you can change this at any time.
Click Notifications in the navigation menu and open the Notification Roles tab.
Find the notification role you want to customize and click on it.
Then click Edit to edit the notification role.
Editing a notification role is done in the same way as creating it.
Click [ none ] after the asset type you want to add to the notification role, or click the notification preset name if this asset type is already associated with the notification role.
Select all notification presets that apply to the chosen asset type.
You can also customize the name of the notification role if desired.
Finally, click Save. You can close the window.
Remove a notification role
Hint!
If a notification role no longer applies to your company, you can remove it at any time.
Click Notifications in the navigation menu and open the Notification Roles tab.
Then, click the three dots next to the name of the notification role you want to delete.
Select Delete to permanently delete the notification role.
