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How to create custom notifications
How to create custom notifications

Use custom notification types for in-app notifications, email notifications, webhook triggers, and any integrations.

Caitlin Postal avatar
Written by Caitlin Postal
Updated over a week ago

Administrators can create custom notifications that will be available for all users of the organization's account. Custom notifications are displayed on the home page within the app and sent via email. This customization can be created via the Notifications tab of the organization's Settings, and users can activate the notification from the Manage notifications button on the Home screen.

Note: Only administrators can configure custom notifications for the organization's account using the Configure custom notifications option. You can have multiple administrators for your account.

In this guide, you will set up a custom notification that will be available to all members of your organization.

Creating notifications

As an administrator configuring notifications, navigate to the Settings option from the sidebar navigation menu. Then select Notifications from the horizontal scrollbar settings menu.

Screencapture of the admin settings header with the Notifications tab selected

From this screen, you can search for specific notifications, access your existing notifications, and create new notifications.

Press the Create Notification button to prepare a new notification.

This button loads a modal screen where you can select the type of notification, the level of severity at which to notify, the timeframe in which to assess, and conditional logic related to tiers, labels, and portfolios. Some types of notifications have conditional logic limitations.

The example notification displayed will notify the user when a vendor score drops by 10 points in 7 days and that vendor is labeled with the In-Use label.

Screencapture of the modal with an example notification set for when a vendor score drops by 10 points in 7 days and has the label "In-Use"

Once you have set the required parameters for the new notification, use the Create notification button to save the new notification. Your newly configured notification will appear in the custom notifications pane next to the module in which the notification is triggered.

You can edit an existing notification with the pencil icon next to the notification's name. You can also delete custom notifications within the editing pane or by using the trash can icon next to the pencil icon.

Screencapture of one sample notification for Vendor Risk with the two icons circled

If you communicate with your vendors directly via the UpGuard platform, be sure to set up a notification for Trust Page changes to receive updates from your vendors.

You can also create notifications based on a specific risk severity with the options that begin "When risks ..." in the modal. The severity-based notifications may also include conditional logic.

Using custom notifications

Custom notifications created by administrators will be available to any member of your organization's account.

Like standard notification types, custom notifications can be displayed in-app (on the home page) or sent via email. When you add a new custom notification, everyone in your organization's account will receive the notification on the home page by default. Users can turn off the in-app notifications or turn on email notifications as needed with the Manage Notifications button from Home. Custom notifications will appear alongside your other notification types.

Custom notifications can also be used to trigger webhook integrations, which account administrators can configure via the Create Integration screen. To create a custom notification that will notify your whole team by email, read our guide on How to create an email integration in UpGuard.

Further reading

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