Set default alert subscriptions

Administrators can define a set of default alert subscriptions. For each object type, you select the team members who receive different types of alerts by subscribing or unsubscribing their object access roles.

You set up default alert subscriptions for the following Unica Plan objects and access roles.

Table 1. Object access roles that you can subscribe to receive alerts
Object type Object access roles
  • Project Owner
  • Project Participant
  • Project Requester
  • Request Recipient
  • Request Owner
  • Program Owner
  • Program Participant
  • Approval Owner
  • Approval Approver
Asset Asset Owner
Invoice Invoice Owner
Account Account Owner
  • Plan Owner
  • Plan Participant
  • Checklist Owner
  • Checklist Editor
  • Checklist Viewer
  • Todo Owner
  • Todo Assignee
Custom marketing object types Owner
Offer * Offer Owner

* Applies only to installations with Unica Plan-Unica Campaign integration enabled.

To set up default alert subscriptions, click Settings > Unica Plan Settings > Default Alert Subscriptions. For each object type, a list of different alerts displays. To subscribe team members with a corresponding access role, you select a check box. For example, to send notifications when a new member is added to a project, you could select the check box for project owners and project participants, and clear the check box for project requesters.

Notes® on setting default alert subscriptions

When you work with default alert subscriptions, note the following.

  • You are creating a default setting. Users (who have appropriate security permissions) can change these default settings for each object instance.
  • When you modify the default alert subscriptions, existing object instances are not affected. Your changes affect only object instances that are created after your modifications.

User overrides of default alert subscriptions

For each object instance, users can review the alerts that they are subscribed to by default and change them. To do so, they open a program, project, or other object instance, click Communicate (Dialog balloons), and select Subscribe to Alerts.