How to Create Alerts for Account Addition, Deletion and Updation

Updated 

The Alert Manager now includes a new Account alert type, giving you real-time visibility into important account-level changes. These alerts help improve governance, security, and transparency across your workspace.

Account Events That Trigger Alerts

Account alerts are triggered when an account is created, updated (including activation or deactivation), or deleted. Updates include channel-agnostic changes such as modifications to account details (for example, name, owner, user ID, time zone, or custom fields), secure access configurations, credentials and access settings (roles, usernames, passwords, users, user groups, and end dates), as well as updates to permissions, subscribers, account groups, and web analytics.

Note: Channel-specific account actions will be supported in a future release.

Available Filters

You can filter account alerts by:

  • Account

  • Account Group

  • Workspace

  • Account Type

  • Channel

  • Account Owner

What’s Included in Alert Emails

Each alert email contains:

  • Event type (ACCOUNT_CREATED or ACCOUNT_UPDATED)

  • UTC timestamp

  • Account name and ID

For updates, only the changed fields are shown (old value → new value).

To Create Alerts for Changes in Accounts

  1. Access Alert Manager

  2. Create a New Alert

  3. Configure the Alert:

    • Click the Module field and select Platform Governance from the dropdown.

    • Choose Account Created, Account Deleted, and Account Updated, as your Alert Type.

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  4. Set Alert Frequency (Recommended):

  5. Permissions

  6. Alert Distribution