Following Discussions and/or Users

The Following feature allows you to receive email notifications when other users add context to elements or comment on discussions you are interested in. You also have the option to follow another User to see all their collaborative input into the system.

1. Configure Collaboration Notifications

Access My Preferences (below your Username) > My Notifications

  1. In the Notifications section find the Collaboration Notifications item and click the gear icon in the respective row.
  2. How do you want your collaborative content: Define the distribution method:
    • sent in Digest: you may choose to receive a single email with all new collaborative items on a regular basis. In this case, specify the schedule at the Send Collaborative Digest field
    • sent in individual emails: alternatively, you can receive notifications immediately either to the specified email address or as a Push Notification if your phone is paired with the desktop version of the application. To receive push notifications, download our app for iOS or Android
  3. Receive via: Select how to receive notifications, via email or via mobile push notifications
  4. Make a selection below to also include collaborative activity for: Define what notifications you would like to receive:
    • All Metrics & Reports: Notifications from all the Metrics and Reports that exist in the system and you have access to
    • Metrics & Reports I own: Notifications from all Metrics and Reports you created or to which you are assigned as a Business and/or Technical Owner
    • My Favorite Metrics & Reports: Notifications from all Metrics and Reports added to your My Favorites Folder
  5. [Save]

NOTE:  If you do not have access to your Email Notifications Editor, contact your Metric Insights Administrator to request the ability to Modify Personal Preferences.

2. Follow a Discussion

Access Content > Elements

Find the necessary Report or Metric and click View to access a Metric/Report Viewer

Scroll the page down.

To receive notification about new comments in a Collaborative Item click Follow.

When someone comments on this discussion, you will received one of these:

  • An immediate Notification email / Push Notification
  • An entry in your Daily Collaborative Digest

You are considered to be the initiator of a Discussion if you create a new Annotation on a Chart

3. Follow a User

Follow a User

After identifying a User whose comments interest you, hover over User's icon. The Follow option is shown. Click once to follow this user.  

When "BK Kennedy" adds a comment to any Collaborative Item, you will received one of these:

  • An immediate Notification email / Push Notification
  • An entry in your Daily Collaborative Digest

4. Example of a Notification Email

Example of a Notification Email

If you selected to receive Individual Emails, you will receive a notification immediately after a new Collaborative Item has been entered on a Discussion or by a User that you are following.

5. Example of a Collaborative Digest

Example of a Collaborative Digest

If you selected to receive Collaborative Digest, you will receive this information on your next scheduled Digest