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Add an Email Notification Rule

To add an email alert to a user, group or file/folder path:
  1. 1.
    Log in to your account using your Username and Password.
  2. 2.
    Click the
    Automation icon in the left side menu.
  3. 3.
    Click New Rule in the top menu.
  4. 4.
    Complete Step 1 - Rule Definition.
    • Rule Name: create a name for this alert.
    • Type of Rule: choose Notification to make an alert for a user, group or file/folder path.
  5. 5.
    Complete Step 2 - File or Folder*
    • Select one of the six options
      • When Any Path is - Notification will be emailed when action occurs to any file or folder.
      • When a Specific Path is - Notification will be emailed when action occurs to a specified file/folder.
      • When Any User - Notification will be emailed when any user creates an action.
      • When a Specific User - Notification will be emailed when a specified user creates an action.
      • When Any Group - Notification will be emailed when any group creates an action.
      • When a Specific Group - Nottification will be emailed when a specificied group creartes an action.
    • Optional Advanced Path Filtering (check the checkbox to enable): NOTE: These options are for path-based rules only. They will not appear for user and group-based rules.
      • With tag - Rule will only be triggered on files that have a specific tag.
      • With attribute name... and value - Rule will only trigger on files that have a specific attribute and value.
      • You can only use tags or attributes that currently exist on at least one file in the system, or the rule will be considered invalid.
  6. 6.
    Complete Step 3 - Add Triggers. NOTE: Trigger options will change based on your prior selection.
  7. 7.
    When Any Path or Specific Path is selected above
    Rule Options - Check the option(s) you want to be notified about when there is activity in the file and/or folder.
  8. 8.
    When Any User/Group or Specific User/Group is selected
    Rule Options - Check the option(s) you want to be to be notified about when the user and/or group creates an action.
  9. 9.
    Complete Step 4 - Automated Actions
    Click the box below Notify Options - Who? to select a user to alert via email. NOTE: Some users may not receive a notification if they do not have permission to access the path.
  10. 10.
    Optional: Click the box next to Delay this action? to set how many days/hours/minutes to delay email alerts.
  11. 11.
    Click Save Rule.
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