How to manage notifications

Segura® Platform enables the sending of reports via email, as well as scheduling them. This allows you to schedule the sending of, for example, the remote sessions report to certain users. These users will receive the reports when these notifications are sent, thus always staying updated about new remote sessions conducted during the period.

Requirements

To use the SMS notification sending option, it's necessary to have the Zenvia integration properly configured. SMS notifications won’t be sent without this configuration. More information on how to configure the Zenvia integration in How to integrate an SMS service.
For email notifications, ensure that a default email is correctly configured.

Add a new notification

On Segura® Platform, in the navigation bar, hover over the Products menu and select Settings.
In the side menu, select Notifications > Global notifications.
In the Global notifications report, click Add.
In the General tab, complete the following fields:
1. Notification name *: enter a name for the notification.
2. E-Mail: enable to send notifications through e-mails.
3. Screen: enable to send notifications through the screen.
4. SMS: enable to send notifications through SMS.
5. Microsoft Teams: enable to send notifications through Microsoft Teams.
6. Send notifications only to contacts who have access to credentials or devices: enable to only send notifications to the contacts who have access to credentials or devices.
Click Continue.
Optional: In the Notification tab, click + Add to enter what kind of notifications you want to send.
Click Continue.
Optional: In the Contacts tab, click + Add to enter the contacts to receive the notifications.
In the Review tab, review all information entered previously, and click Save.

How to edit a notification

On Segura® Platform, in the navigation bar, hover over the Products menu and select Settings.
In the side menu, select Notifications > Global notifications.
In the Global notifications report, find the notification you want to edit and click Edit.
Make the necessary changes and save.

How to deactivate a notification

On Segura® Platform, in the navigation bar, hover over the Products menu and select Settings.
On the side menu, select Notifications > Global notifications.
In the Global notifications report, find the notification you want to edit and click Disable.
In the confirmation modal, click Yes.

How to reactivate a notification

On Segura® Platform, in the navigation bar, hover over the Products menu and select Settings.
On the side menu, select Notifications > Global notifications.
In the Global notifications report, select the No option in the Enabled filter and click Filter.
Find the notification you want to reactivate and click Enable.
In the confirmation modal, click Yes.

How to customize a notification

Some of the texts in the notification templates used by Segura® Platform can be modified according to your needs. To customize your notifications, see the following steps:

On Segura® Platform, in the navigation bar, hover over the Products menu and select Settings.
In the side menu, select Notifications > Text customization.
In the Notification text report, find the notification you want to customize.
In the Action column, click Edit.
In the Notification text form, complete the following fields:
1. Text type *: select the notification type to be changed.
2. Active: select if you want to enable the text customization. By default, it's marked as Yes.
3. Subject *: expression for the subject of the email that will be sent in the notification.
4. Message text *: rich text editor that allows editing of the default text of the email notification. This text should contain the email tags.
5. Click Save.