Notifications keep you informed about important events and actions you need to take in your UpGuard account. We split notifications into two groups:
Activity: Important events that happen in your account. This may include score changes for you or your vendors, new data leaks, new identity breaches, and more.
Tasks: Actions you need to take to progress a workflow. This can include risk waiver approvals, questionnaires to review, and risk remediation requests to action.
The specific notification that you will have access to will depend on the user permissions you have been granted by the administrators of your account. For example, if you don't have access to Identity Breaches you won't be able to configure the notifications associated with them.
The other caveat is Audit Log events. Administrators can choose to receive any Audit Log events as notifications on their Home page. You can view the full list of audit log events here.
This guide outlines how to view notifications, how to manage your notification preferences, and how administrators can add and configure custom notifications for their organization’s account.
Notifications appear on our Home page, which is designed to help you stay on top of what has happened in your account since you last logged in. The feed appears in reverse chronological ordering, meaning the most recent notification is listed first, followed by each previous notification in order by time. Activity-based notifications are stored for 30-days and task-based notifications remain until the task is completed.
There’s no need to dismiss notifications as they appear because we’ll keep track of what you’ve seen and what you haven’t seen. You’ll know when you’re up to date when you see the Previously seen header or the You’re all caught up card.
Each event is given a dedicated card, in the example below you can see that Singel’s security rating has dropped by at least 10 in the last 7 days. Each card follows a similar structure:
Event title: What has happened and who it has happened to.
Timestamp: The date and time of the event.
Breadcrumbs: Shows where in the product the event is related to and enables you to see what entity was impacted. Each section of the breadcrumb is clickable.
Description: Describes the event in more detail and provides suggested next steps where relevant.
Primary action: Our recommended action based on the event.
Mark as important: This pulls the notification to the top of Home until dismissed.
Dismiss or remove: Allows you to dismiss the particular notification or remove the notification type from your Home.
Managing your notifications
To manage your notifications, click Manage notifications in the top right corner of your screen on Home.
This will take you to User Settings. User Settings is broken down into Vendor notifications, Organization notifications, and General notifications.
You can toggle the inclusion of specific types of notifications by using the in-app toggle column.
Creating custom notifications
Administrators can create and configure custom notifications that will become available to all users of their account. To create a custom notification, click on Settings then head to the Notifications tab. Your screen should now look similar to below.
Now click Add a new notification to bring up the menu of possible custom notifications, choose the one you want and configure it. Once configured the notification will be available to all users of your UpGuard account.
Triggering webhooks when notifications are received
You can also use our Integrations feature to trigger a webhook call to your other systems or SaaS products when notifications are created.