Customizing Notification Profiles and Rules

Notification profiles define the order in which devices should be contacted for a notification and how much time should lapse between a notification being sent to the next device in the list. By default, an organization populates user accounts with a set of basic notification profiles. See Managing Default Notification Profiles for information on creating, deleting, or editing default notification profiles.

Administrators and Team Leaders with permission can customize a user’s notification profile. See Customizing a Notification Profile.

To remove customizations and reset the profile to the company default, follow the instructions under Resetting a Notification Profile.

Like other user account details, manual changes made to a user’s notification profiles can be overwritten by a future import process. See Editing Imported Data for additional details.

Notification rules define which notification profile is used to contact users during a notification sent at a specific time of day, day of the week, or holiday period. Notification rules are generally organization-wide and are set by the administrator using the Company Settings page. See Managing Default Notification Rules.

Customizing a Notification Profile

Most organizations define notification profiles that determine the order in which devices should be contacted for a notification. A user’s default notification profile can be modified so that notifications are sent to different devices, or in a different order, or with a different amount of delay time between devices being contacted.

To customize a notification profile:

1. From any list of users, double-click a user name to bring up the User Overview page. See Viewing User Lists for instructions on viewing user lists.
2. Click Notification Profiles from the list of User Editor options. The Notification Profile page lists all of the notification profiles defined by your organization.
3. Select the profile to customize, then click Configure. The Edit Notification Profile page appears. On the left side is the list of all possible devices and delays that you can add to the profile. On the right side is the current list of devices and delays defined for the profile.

4. To add a device or delay to the profile, drag it from the list on the left to the list on the right, or double-click a device in the left column to add it to the list in the right column.
5. To remove a device or delay from the profile, select it in the right list and click Remove.
6. Click Save to save the customized profile. The profile now shows the label (User Configured) in the Notification Profile list.

Resetting a Notification Profile

A customized notification profile can be reset to use the organization’s default settings.

To reset a notification profile to the organization default:

1. From any list of users, double-click a user name to bring up the User Overview page. See Viewing User Lists for instructions on viewing user lists.
2. Click Notification Profiles from the list of User Editor options. The Notification Profile page lists all of the notification profiles defined for the user account. Any profiles that are customized show the label (User Configured) in the Notification Profile list.
3. Select the configured profile to reset to company defaults, then click Reset.
4. Confirm that you want to reset the profile. The profile is returned to the company defaults, and the (User Configured) label disappears from the Notification Profile list.