How to create Organization Level Alerts

This guide will show you how to use Organization Level Alerts to centrally monitor your equipment and keep your operations running smoothly. Instead of setting up notifications location by location, you can create master alerts that automatically protect your entire fleet.

Use Organization Level Alerts to easily track critical events, such as:

• Connectivity issues - Know instantly when a Cloud Connector or sensor goes offline.

• Temperature spikes - Get an alert the moment a freezer or cooler gets too hot.

• Security & maintenance - Detect when a window opens, a water leak occurs, etc.

What you need

• Access to Studio
• A user account with Organization Administrator permissions

Steps

Setting up alerts at scale requires a bit of prep work because multiple moving parts must work together seamlessly. To ensure a smooth rollout, you should configure your foundational settings in this specific order before building the actual alert:

1. Setting up Contact Groups: Define who gets notified based on their role (e.g., Maintenance, Store Managers).

2. Escalation Paths: Establish the chain of command and timing rules (for example, notifying a frontline responder first, then escalating to a manager after 2 hours if the issue isn't resolved). You do not set the clock schedule here - you just define how the alert passes up the ladder.

3. Alert Templates: This is the final step where you bring everything together. You set your sensor thresholds, attach your contact groups and escalations, and set your operational schedules - telling the system exactly which hours of the day this specific alert template should be active.

By mapping out all of this first, you ensure that the right team is notified at the right time without any manual rework.

Setting up Contact groups

1. In Studio, select the Alert Configuration module
2. Navigate to the Contact groups tab
3. Add Contact Group name
4. Add a Description of the Contact group (optional)
5. Click on Create Group and the Group will be added to the list
6. Click on the created Group in the list
7. Choose a Project from the list you want to add Contacts for
8. Click Add Contact
9. Add the Contact name, email, and phone, and choose Add Contact
10. Repeat the steps from 7 to 9 for as many contacts as you need

If you have many contacts or projects to update, you can use a CSV spreadsheet to add, modify, or remove contacts all at once instead of doing it manually in the UI by using the Bulk Edit Contacts feature. 

How to Bulk Update Contacts

1. Download the Template: Click the Download CSV Template button. This downloads a spreadsheet pre-populated with your existing Contact Groups, current contacts, and empty template rows for every project in your organization.

2. Edit Your Contacts: Open the downloaded CSV file in a spreadsheet program like Excel, Numbers, or Google Sheets and update your list:

   • Add contacts: Fill in empty rows or add new rows as needed. Every contact requires a name, plus either an email address or a phone number.

   • Format phone numbers: Enter the country code (e.g., 1 or 47) and the phone number (e.g., 5551234567) into their separate designated columns.

   • Remove contacts: Simply delete the entire row for any contact you want to remove.

   • Save: Save the finalized file in CSV format.

3. Upload Your Edited CSV: Go to the upload section at the bottom of the window. Drag and drop your edited CSV file directly into the designated area, or click Choose File to browse your computer and upload it.

Once uploaded, your organization-wide contact lists will update automatically.

Escalations

1. In Studio, select the Alert Configuration module
2. Navigate to the Escalations tab
3. Click on Create Escalation Path
4. Add Escalation Path name
5. Click Add action and choose the desired action (for example, Send Email)
6. In this step, you can add the following:
   • Contact groups you've previously created or Specific Emails
   • Email subject
   • Email content with the option to add Placeholders for dynamic information
7. Add extra action (optional)
8. Add one or more Escalation levels (optional)
9. Once done, click Create Escalation path

Once an Escalation path is created, it will appear in the list, where you can edit, duplicate it for easier management and time saving, or delete it.

Alert Templates

1. In Studio, select the Alert Configuration module
2. Navigate to the Alert Templates tab
3. Click on Create Blank Template or choose from one of the suggested Templates
4. Add an Alert Template name
5. Choose which projects this template should apply to: All Projects or Projects with specific labels
6. Select a Trigger
7. Once a trigger is chosen, set the Thresholds
8. Choose between an Immediate alert or a delayed trigger 
9. Add any Advanced Options
10. Choose Devices: choose between All devices in Projects or All devices with specified labels
11. Add Schedule - here you can customize the following:
    • Schedule type: Every day, Weekday or Custom schedule
    • Notification mode: Send during hours or Block during hours
    • Set hours from-to
    • Timezone for the schedule
12. Add Action: choose between applying the Escalation template you already created or simply add a new action
13. Once set up, click on Save Alert Template