Manage Email Notifications

This topic covers notifications that are sent to an individual's email address. If you are looking for organization-level notifications that are sent to an integration or plug-in, see Manage Organization Notifications.

Workbench allows alerts, data, and other messages to be sent directly to an email address. You may set up as many email notifications as you wish, and Workbench Organization Admins can also set up email notifications on behalf of users in their organization.

• You may also use organization notifications simultaneously.

• For more information about notifications, including a list of email notifications enabled by default, see About Notifications.

• You may also set up an email digest that will send a daily or weekly summary of open actions assigned to your organization.

Prerequisites

• If you wish to set up email notifications on behalf of other users, you must have Organization Admin permissions in Workbench.

Add an Email Notification for Yourself

When you set up an email notification, you simply select a notification event that should be sent to the email address.

1. Log in to Workbench.

2. In the top right, select your initials and then select Manage account.

1. The My Profile page should display, with the Email Notifications tab selected by default.

If it does not, navigate to Settings > Organization Settings > My Profile and select the Email Notifications tab.

1. Select Add Notification.

2. Complete the fields as follows:

   • Conditions - select an event, and then select an action; some events may also allow you to add one or more conditions.

   • Notify via - the email you have set up with Workbench displays here (the destination email cannot be changed on this screen).

   • Select Save to activate the notification.

1. Repeat this process for any additional notifications you wish to set up for your email address.

Edit an Email Notification for Yourself

1. Log in to Workbench.

2. In the top right, select your initials and then select Manage account.

1. The My Profile page should display, with the Email Notifications tab selected by default.

If it does not, navigate to Settings > Organization Settings > My Profile and select the Email Notifications tab.

1. Select the edit icon for the notification you wish to edit.

1. Make changes to the conditions as needed, then select Save.

2. Repeat this process for any additional notifications you wish to edit.

Delete an Email Notification for Yourself

1. Log in to Workbench.

2. In the top right, select your initials and then select Manage account.

1. The My Profile page should display, with the Email Notifications tab selected by default.

If it does not, navigate to Settings > Organization Settings > My Profile and select the Email Notifications tab.

1. Select the delete icon for the notification you wish to delete.

1. On the confirmation screen, select Delete.

2. Repeat this process for any additional notifications you wish to delete.

Manage Email Notifications for a User (Admins only)

If you have Organization Admin permissions, you can view and control email notifications for the users in your organization. You may wish to use this feature, for example, to set up appropriate notifications for new users during their onboarding.

1. Log in to Workbench.

2. Access your organization's user list by using the side menu to navigate to Settings > Organization Settings > Users.

3. Find the user whose notifications you wish to manage.

4. Use the arrow to the left of their name to select View and edit.

1. You are now on the user's My Profile page, and can follow the same instructions in this guide (begin at step 4 in each set of instructions) to:

   • Add an email notification

   • Edit an email notification

   • Delete an email notification

2. Repeat this process for any additional users.