📘 This article explains how to create and edit Alert Groups in AlertPanel, including how to customize the recipients of individual alerts. AlertPanel is part of Botify's Intelligence Suite, available with a Botify Pro or Enterprise plan.
Overview
Alert Groups in AlertPanel organize alerts into categories that allow you to designate different recipients for each type of alert. Please refer to the Managing Alerts in AlertPanel article for information on working with the alerts contained in Alert Groups.
Before You Begin
The recommended option for identifying recipients of email alerts is through teams in your Organizations. If you are not yet using organizations or do not yet have a team defined for the recipients to whom you want to send alerts, please read the Managing Organizations article to become familiar with the benefits of using organizations in Botify. Having a team defined before you create an Alert Group helps to streamline the process of selecting alert recipients.
Creating Alert Groups
Create new Alert Groups when you have alerts you want to send to a group of recipients you do not already have defined. For example, you may want to create a group for all alerts to be sent to your Engineering team.
To create a new Alert Group:
From the Manage Alerts & Groups page, click the Create a new group link at the top.
Identify a name and description to help identify the alert.
In the Alert Recipients section, choose the users to receive the alerts in this group. Please refer to the Selecting Alert Recipients section below for more information.
In the Alerts section, select the checkbox next to all alerts to be included in the group.
Use the Search field at the top of the page to quickly locate specific alerts.
Use the Reset selection and Clear all buttons to clear selected alerts.
Click the Save button at the bottom of the page. The selected recipients will begin receiving alerts according to your AlertPanel settings.
Selecting Alert Recipients
AlertPanel can send alerts to the group recipients via email, Slack, MS Teams, or any combination of these methods.
Identifying Email Recipients
You can choose email recipients through two methods:
AlertPanel Users: Select this checkbox to alert all users identified in the Contact Preferences/Email alerting section of your AlertPanel settings. This option will send all alerts in this Alert Group to all users with notifications enabled in the AlertPanel settings; you cannot customize which users will receive the alerts through the Alert Group setup.
Teams within your Organizations: This is the preferred method since it provides the most flexibility in grouping recipients based on your needs. The "Email alerts to user groups" section lists the teams in which you are an owner. Select the checkbox next to all teams to be added as recipients to this Alert Group. If you are not an owner of any teams, or to make changes to your teams, click the Manage your teams in Organizations link to create or edit a team, then return to complete the Alert Group setup.
If you are an Organization owner: Select the checkbox next to all teams to be added as recipients to this Alert Group. To create or edit a team, hover over the team name, click the Manage users in Organizations link, and then complete the Alert Group setup.
If you are not an Organization owner: Select the checkbox next to all teams to be added as recipients to this Alert Group. To create or edit a team, refer to the Organization owner.
If you are an admin collaborator: If you have been added to AlertPanel as an admin collaborator and do not belong to an Organization, request team access from the Organization owner.
Disabling Your Own Notifications
To disable your own alert email notifications, choose the method below based on how you were added to the Alert Group:
Organization team: Request removal from the team by the Organization owner.
AlertPanel users: If you have access to the Alert Group through the AlertPanel Users list, navigate to Intelligence > AlertPanel > Settings, and scroll to the “Email alerting” section. Slide the toggle next to your user name to the left, then click Save.
Identifying Slack and MS Teams Recipients
You can send alerts to recipients through Slack channels and MS Teams in addition to email alerts. Click the checkbox next to the channels and teams to receive alerts for this Alert Group. If no channels or teams are displayed, click the link to connect channels or teams, referring to the following articles:
Editing Alert Groups
Admin users can change the recipients and alerts contained in Alert Groups*. Guest users have view-only access to Alert Group details. Please refer to the Understanding Permissions in Botify article for more information on user types.
From the Manage Alerts & Groups page, click the pencil icon in the Alert Group card.
Make the desired changes, referring to the steps above for creating a new group.
Click the Save button at the bottom of the page.
💡 When a team in an Organization defines Alert Group recipients, the Admin user must also be the Organization owner to make changes to the recipients.
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