Automation Suite admin guide

Last updated Aug 22, 2025

Managing notifications

You can manage notifications for your organization in the Manage Notification view from the Notifications settings page.

Only Organization Admins can manage the notifications for a user group or organization.

Subscribing external AD group to events

Here is how to subscribe an entire external AD group to events for email notifications. Only notifications about events that impact user groups are sent to external AD groups.

Prerequisites: For users from the external AD group to receive email notifications, perform the following steps:

Access the external AD user group account in Outlook.
Go to Group Settings, and then Edit Group.
Select Let people outside the organization email the group.

In the organization Preferences, go to the Notification settings page.
Change the view from My Notification to Manage Notification.
Select Add user group, to add an external AD group as a notification profile.
Search the name of the external AD group you added inside your tenant and select it.
Select Configure.
Go to a service tab (Actions, for example), and choose the default events the external group should be subscribed to.
Select the checkboxes under Email to choose the default events the users in the external group are subscribed to.
After you finish the configuration, select Save.

Note: When configuring notifications for an external Active Directory (AD) user group of type Security group, users within this group will not receive email notifications.

Configuring default subscriptions

In the Manage Notification view, there is a Default user group. Organization administrators can edit the group to change the default notification subscriptions. Here's how to configure the default subscriptions for all the users inside your organization, including for external AD groups.

Note: The Default group is not an actual user group. The Default group acts as a default settings template that applies when a user has not configured any personal notification preferences.

In the organization Preferences, go to the Notification settings page.
Change the view from My Notification to Manage Notification.
Select the Edit icon inline with the Default user group.
Go to a service tab (Actions, for example), and choose the default events all users should be subscribed to. Also choose to hide or unhide some or all events for users in the organization.
1. Select the visible icon next to an event to hide or unhide it from the users in the external group.
2. Select the checkboxes under Mandatory. This subscribes users to an event, without the possibility of changing this setting.
3. Select the checkboxes under Automation Suite and Email to choose the default events the users are subscribed to.

Tips

Users are not required to belong to a group. When a notification is targeted directly to a user, their personal preferences apply, unless overridden by a mandatory stetting, in which case the Default group configuration is used. When a notification targets a group:
- If the group unsubscribed from the event, the notification is not sent.
- If the group is subscribed to the event, the user's personal preferences apply, unless overriden, in which case the Default group configuration applies.
If a user belongs to multiple groups, their final subscription is a union of all assigned group subscriptions.

Customizing email notifications for your organization

As an administrator, take the following steps to personalize the appearance of email notifications for your organization.

In the organization's Preferences, go to the Notification Settings page.
Switch the view from My Notification to Manage Notification.
Go to the Email Configuration tab where you can customize an email template to align with your organization's needs.
Select Apply at account level to apply the changes as well to the notifications sent for the portal.
Under Sender Logo you can customize the email logo using the following options:
1. Select Replace Image to upload a logo that's specific to your organization.
  You can upload PNG images of up to 40KB.
2. Select the download icon to download the current logo image.
3. Select the delete icon to delete the current logo, and remove it from the email notifications.
Under Sender Name, enter the name that you want to appear as the sender of the email notifications.
Under Sender ID, enter the email address you want to show as the sender of the email notification.
Under Email digest frequency, choose the frequency at which your organization receives summary emails that show multiple notifications.

Note: Email digest is available only for Orchestrator.

Email digest triggers when users in your organization subscribe to events.

Select one of the following options:
1. 10 minutes
2. 30 minutes
3. Once a day - sent every 24 hours based on the timezone in which our service is running.
4. Twice a day - sent every 12 hours based on the timezone in which our service is running.
Select Save to apply the customizations.

Viewing all organization notifications

You can view all the notifications that your organization received in the Notifications page. The Notifications page allows you to filter notifications, based on the service they notify you about, their severity, and the time when you received them.

To explore your organization's notifications:

Open the Notifications panel.
In the top-right, select the Notifications page icon.

Filtering your organization's notifications

Navigate to the Notifications page.
Search for a keyword inside the Search bar.
Select Service and filter notifications based on the service they notify about.
Select Severity and filter notifications based on their severity.
Select Timestamp and filter notifications based on the time they were sent.

Viewing only unread notifications

Navigate to the Notifications page.
Select Unread only in the top-right.

Unsubscribing from tenant or event

From the Notifications page you can unsubscribe from the event or tenant that a notification was received.

Hover over a notification.
Select Show more actions.
Choose to unsubscribe from:
1. The event that you're notified about.
2. The tenant where the event took place.