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Scoped Alerts: Send alerts to only a specified group of users

Learn how scoped alerts are sent in E3.

Scoped alerts are intended to notify a targeted set of users. These alerts can be tailored to specific user groups based on their assigned roles.

For instance, a Medical Alert can be configured as a scoped alert to only notify users who hold the "Nurse" role.

 

Jump to Section

Creating a custom role

Creating a scoped alert

Configuring scoped alerts

Sending scoped alerts

Removing alert scopes during an alert

 


 

Creating A Custom Role

Step 1:

Navigate to your Group > Settings > Group Roles.

Step 2:

Click Create New Role

Step 3:

Enter the role name and select the desired permissions. Click Save to finalize the role creation.

Upon clicking Save, a notification pop-up will appear confirming the successful creation of a role.

 


 

Creating a Scoped Alert

Step 1:

Navigate to your Group > Settings > Alert Types 

Step 2:

Click Create New Alert to create a new alert type.

Step 3:

Enter your scoped alert's information and toggle on the checkbox of the role(s) you want the alert to be scoped to.

Click Save once you're done.

Users with the roles that have their checkbox marked will be the only ones who will receive this alert.

If no roles are marked, all users will receive this alert.

To know more about what the other alert options do, visit the article below.

Creating and Editing Alert Icons

 


 

Configuring a Scoped Alert

Step 1:

Go to your Group > Settings > Alert Types.

Step 2:

Select the Alert Type you want to modify the scope settings of.

Step 3:

Find the Scoped Roles section and modify your scope settings. Don't forget to click Save when you're done.

 


 

Sending Scoped Alerts

Step 1:

Go to your Group > Alert, then click the scoped alert you want to send.

Step 2:

Review your alert's details including the Scope Alert for section and send the alert.

For more information about sending alerts, visit the help article below:

Sending an Alert

 


 

Removing Alert Scope (During an Active Alert)

Only possible during an active alert.

Remove alert scope will blast the notification out to the rest of the users in the group, regardless of their role.

Step 1:

Choose the group that is under the active alerts section and go to the Alerts tab.

Step 2:

Click Remove alert scope.

Step 3:

Click Yes on the confirmation message.

There is NO way to bring back an alert's scope once it has been removed.

As you click Yes, all users will immediately receive the alert.

 


 

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