Notifications/Updates, Security and Alerts

Updated by Zoe Ngan

Notifications/Updates, Security and Alerts

This video will walk you through several tabs under My Settings, including notification, email updates, security and alerts.

Go to app.getsignals.ai

1. Click "Settings"

To start, click on your Profile in the bottom-left corner, then click Settings.

Click 'Settings'

2. Navigate to "Notifications"

Now, navigate to the Notifications tab. This tab allows you to customize when and how you will be notified of activity.

Navigate to 'Notifications'

3. Chime alerts

Set up audio notifications using Chime Alerts. You can choose to receive alerts for new conversations, new messages in your conversations, or in-app notifications.

Note: chime alerts will only be sent while the desktop application is open.

Chime alerts

4. Event Notifications

The event notifications matrix manages how you will be notified of certain Signals events. You can choose to be notified in-app, through email, text, teams, or any combination of the above.

Note: the fifth column of this matrix will only populate if a communication integration (like Slack) is active.

Event Notifications

5. Notification History

Notification history shows all past Signals notifications.

Notification History

6. Go to "Email Updates"

Now, go to the "Email Updates" tab.

Go to 'Email Updates'

7. Click here

Click "Create New Email Update." There will be several drop-down options to choose from.

Click here

8. Customise update details

Selecting any of these options will prompt the appearance of a pop-up modal, where you can customize your update.

Customise update details

9. Edit/Delete emails here

You can edit or delete emails by hovering over them. There is also a search bar and an export option in the upper-right corner of the page for you to search or export as needed.

Edit/Delete emails here

10. Navigate to "Security"

Finally, navigate to the Security tab. The Security tab of the My Settings section allows you to configure security settings for your account.

Navigate to 'Security'

11. Set up MFA

MFA is a feature to add additional security to your account. With MFA enabled, when you login, you will receive a text message with a code that you need to input in order to log in.

Your administrator has the option to require this for all users in the organization. If this has occurred in your organization, this MFA icon will be uneditable:

Set up MFA

12. Change password

You also have the option to change your password from this menu. Click "Change password," where you'll be prompted to enter your new password.

Change password

13. Click on Alerts

Next, click on the Alerts tab. Here you can see the name, description, domain, creation date, and whether or not this alert is enabled.
Click on Alerts

14. Filter your alerts here

Click on the sort button. Here you can filter and sort your alerts by name, description, domain, creation date, and whether they are enabled or not.
Filter your alerts here

15. Edit or Delete

Click on the hamburger on the right side of the alert to edit or delete the alert.
Edit or Delete

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