How to manage notifications

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senhasegura 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. To learn how to configure the Zenvia integration, access the SMS Service Integration document.
For email notifications, ensure that a default email is correctly configured.
You can find more information on how to integrate the Zenvia service with senhasegura by accessing the document Integration with SMS service.

Register a new notification

In senhasegura, in the upper left corner, click Grid Menu, represented by nine squares, and select Settings.
In the side menu, select Notifications > Settings.
The Notification report will display the notifications registered on senhasegura.
To create a new notification, in the top bar, click on View actions, represented by the three vertical dots icon, and select New notification from the dropdown menu.
In the New notification window, fill in the following fields:
1. Notification name: a name for the new notification.
  1. Next to the Name field, select the means you wish to use to send the notification. The options are Email, Screen, and SMS. You must select one or more of these options.
    2. Note that it's also possible to choose if the notification will be sent only to contacts who have access to credentials or devices.
2. In the Notification tab, click on the plus sign next to the word Notifications to open the Notifications modal. In this, select the notifications you wish to send. Notice that now the desired notification will appear within the notifications field.
3. In the Contact tab, click on the plus sign next to the word Contacts to open the Contacts modal. In this, select the contacts who will receive the notifications.
Click Save.

Attention!

To use the SMS notification sending option, the Zenvia integration must be properly configured. Without this configuration, SMS notifications will not be sent. To learn how to configure the Zenvia integration, access the SMS Service Integration document.

How to modify a notification

On senhasegura, in the upper left corner, click the Grid Menu, represented by nine squares, and select Settings.
In the side menu, select Notifications > Settings.
The Notification report will display the notifications registered on senhasegura.
In the Action column, click on Edit, represented by the pencil and paper icon.
The New notification window will open in edit mode.
Change the necessary information and click Save.

How to deactivate a notification

On senhasegura, in the upper left corner, click the Grid Menu, represented by nine squares, and select Settings.
In the side menu, select Notifications > Settings.
The Notification report will display the notifications registered on senhasegura.
Identify the notification you wish to deactivate and, in the Action column, click on the icon represented by three vertical dots and select Disable configuration.
In the confirmation modal, click on Yes.

How to reactivate a notification

On senhasegura, in the upper left corner, click the Grid Menu, represented by nine squares, and select Settings.
In the side menu, select Notifications > Settings.
The Notification report will display the notifications registered on senhasegura.
In the search menu, in the top bar, click on the Enabled dropdown menu and select the No option.
Click Filter.
The listing will filter the registered notifications that are deactivated. They will be shown with the text in red color.
Identify the notification you wish to reactivate. In the Action column, click on the icon represented by three vertical dots and select Enable setting.
In the confirmation modal, click on Yes.

How to customize a notification

Some of the texts in the notification templates used by senhasegura can be modified according to your needs. To make this type of change, follow the steps below:

On senhasegura, in the upper left corner, click the Grid Menu, represented by nine squares, and select Settings.
In the side menu, select Notifications > Texts
In the Notification texts report, identify the notification you wish to customize.
In the Action column, click Edit text, represented by the pencil and paper icon.
The Notification text registration window will open.

Modify the text of a notification

In the Notification text window, you have the following options:

Text type: informs the name of the notification type being changed. For example: Request Created: Approver
Active: select if you want the new text to be used. By default, it's marked as Yes.
Subject: expression for the subject of the email that will be sent in the notification. For example: Access request - [#DEVICE_HOSTNAME#] ([#DEVICE_IP#])
Message text: rich text editor that allows editing of the default text of the notification Email.

This text should contain the e-mail tags.

Hello [#APPROVER#],
The user [#REQUESTER#] requested [#ACTION#] of the user [#CREDENTIAL_USERNAME#] on the device [#DEVICE_HOSTNAME#] ([#DEVICE_IP#]).
[#ACTION_LIST#]
Reason: [#REASON#]
Code Governance: [#GOVERNANCE_ID#]
Justification: [#JUSTIFICATION#]
Period: [#START_TIME#] to [#END_TIME#]
To approve access to the system or click one of the links below:
[#LINK_APPROVE#] [#LINK_REJECT#]
Or reply to this email with one of the words:
APPROVE
REJECT

Click on Save.