Manage User Notifications

Manage an Organization Coveo Relevance Cloud System Administrator Product Documentation

Coveo Administration Console users can configure email notifications to be informed when certain operations occur in their organization. For example, you could subscribe to receive an alert when a source is in error, when a change is applied to your Coveo license, etc. These periodical customized reports should allow you to watch closely certain events, errors, or changes in your organization.

User notifications are deleted when their author is deleted from the organization. Hence, users wanting to receive notifications for their own use should create a user notification. Temporary users and administrators wanting to receive the notifications as JSON content or as a post to an endpoint should create an organization notification (see Manage Organization Notifications).

Add or Edit a User Notification

The Add/Edit a User Notification panel lets you configure a new user notification or modify an existing one. To add an organization notification, see Manage Organization Notifications.

  1. In the Administration Console header, click the notification center (Bell icon), and then User Notifications (platform-ca | platform-eu | platform-au) . When you want to subscribe to notifications regarding a specific source, you can also access the panel from the Sources page.

  2. In the User Notifications (platform-ca | platform-eu | platform-au) panel, click Add Notification in the upper-right corner or click the notification to edit, and then click Edit in the Action bar.

  3. In the Name box, enter a name for your user notification.

  4. Optionally, in the Description box, enter a description for your notification.

  5. In the Notification frequency dropdown menu, select the frequency at which you want to receive email notifications:

    • Live: You receive an email notification instantly and can receive multiple a day.

    • Hourly: You receive an email notification every hour, on the hour.

    • Daily: You receive an email notification every day at 8:00 PM.

    • Weekly: You receive an email notification every week on Saturday at 8:00 PM.

  6. In the Email content section, specify the operations of which you want to be notified:

    1. Under Resource types, select the resource types in which you’re interested.

    2. Under Operations, select the operations of which you want to be notified when they apply to the selected resource types.

    3. Under Results, select the operation results of which you want to be notified. Select Failed to receive only notifications for failed operations, or select All to be notified of all operations.

  7. Click Add Notification or Save.

Coveo Administration Console users can only configure notifications to be sent to themselves. If you wish for another member of your organization to receive the same notifications, they’ll need their own Administration Console user account with the required privileges and will need to follow the same steps.

Example 1

You want to be notified immediately every time a source update fails. You configure a notification as follows:

Name: Source Update Fails

Description: Failure to refresh, rescan, or rebuild

Notification frequency: Live

Results: Failed

Resource types: Sources

Operations: Refresh (source), Rescan, and Rebuild

Example 2

You want to receive a daily report of changes occurring on the API Keys (platform-ca | platform-eu | platform-au) page (see Manage API Keys). You configure a notification as follows:

Name: API Key Changes

Description: Any change in the API Keys page

Notification frequency: Daily

Results: All

Resource types: API keys

Operations: Activation, Addition, Configuration edit, Deactivation, and Deletion

Disable or Enable a User Notification

When you want to stop receiving email notifications without deleting the corresponding notification configuration, you can disable it. To start receiving these notifications again, you can enable them.

In the User Notifications (platform-ca | platform-eu | platform-au) panel, click the notification to disable/enable, and then click More > Disable/Enable in the Action bar.

Delete a User Notification

In the User Notifications (platform-ca | platform-eu | platform-au) panel, click the notification to delete, and then click More > Delete in the Action bar.

Required Privileges

The following table indicates the privileges required to view or edit elements of the User Notifications (platform-ca | platform-eu | platform-au) panel and associated panels (see Manage Privileges and Privilege Reference).

Action Service - Domain Required access level
View and edit user notifications

Organization - Activities

Organization - Organization

 View

A member with the privilege to view activities (i.e., the View access level on the Activities domain) can see activities from Administration Console pages they don’t have the required privileges to access (see Manage Privileges and Activities Domain).