Subscribing KPI Alert Rules to Users via User Map

KPI Alert Rules can be applied to a single User and to several Users via different methods. This article describes the differences between mass subscriptions performed via User Map and Group assignment, as well as shows how to assign Users to the KPI Alert with the help of User Map.   

1. User Map vs Group Assignment

Any User Map created in the system can be used as a Subscription User Map for KPI Alert Rules. For more details about User Map creation, go through the Create a User Map article. Pay attention to:

  • For Dimensioned Metrics: If the KPI Alert Rule is applied to a Dimensioned Metric, make sure that a User Map includes a column with Dimension Values.
  • User Map settings override individual and Group subscriptions defined by Admins. For example, if a User has been previously subscribed to all values of the "Country" dimension by individual/group subscription, but according to the User Map, he only has access to the "Germany" Dimension Value, once this User Map is applied to a KPI Alert rule, he will only be subscribed to the "Germany" Chart and only get data on Germany. Further subscription changes for this User can only be made via a User Map unless it is unapplied from an Alert.
  • Personal User subscriptions are summed up with User Map subscriptions. For example, if a User is subscribed to Alerts per "Germany" via a User map and additionally subscribes to "Spain" in the Metric Viewer, he will receive Alert Notifications from both countries.

It is possible to assign an entire Group to an Alert, but be aware of the differences from applying a User Map:

  • For Dimensioned Metrics: 'ALL' dimension values are assigned to each Group member; which alerts they actually see will be determined by their individual Security access
  • When a User is newly assigned to a Group, he will automatically be assigned Alerts the Group is assigned to
  • If a Member is removed from a Group, he will not be removed from the Alert; this must be done manually via Alert Editor
  • If an entire Group is removed from an Alert, all members will be unsubscribed from the Alert, even if they were individually added to the Alert

User Access Requirements

Simple (non-dimensioned) Metric: Users from the User map should have access permission granted either individually or via a Group membership. Can be checked at: Admin > Users > User Editor > Elements tab.

Dimensioned Metric: Users from the User map should have access to:

  • Metric itself granted either individually or via a Group membership. Can be checked at: Admin > Users > User Editor > Elements tab
  • All or the same dimension Values as designated in the User map. Can be checked at: Admin > Users > User Editor > Dimensions tab

2. Applying a User Map to a KPI Alert

2.1. Access KPI Alert Editor

You can access Alert Editor in one of the following ways:

  • Via the Metric Viewer (shown in the picture above):
    1. At the upper right corner of the Metric Viewer click the Alert icon  (bell). the pop-up opens
    2. Edit the KPI rule to which a User Map should be applied
  • Via the Metric Editor > Alerting tab > Alert Rules associated with this Metric
  • Via the Content top menu: access Content > Alerts > KPI Alerts > choose the Rule from the list

2.2. Open Subscriptions & Alert Workflows tab

  1. In the User Map Subscriptions sections click [+ Edit User Map Access] to open the pop-up
  2. Subscription map: Choose the applicable User Map from the drop-down list. NOTE: The first column of a User Map is always treated as a Username column.
  3. This field is shown only for Alerts which are applied to dimensioned Metrics and is named after a Dimension. <Dimension name>: Map a column in a User Map with dimension KEY values.

[Save]

3. Deleting a User Map from a KPI Alert

After the User Map is removed from KPI Alert Rule, users that were subscribed by User Map will be still stay subscribed to this Alert.

  1. In the User Map Subscriptions sections click [+ Edit User Map Access]. User Map Dimension Access pop-up opens.
  2. From the drop-down list choose an option denoting no User Map (--)

[Save]