Managing Alerts and Scheduled Emails

Infinity provides subscription admins with full control over user subscriptions, event-based alerts, and scheduled deliveries. This ensures seamless monitoring, governance, and modification of automated notifications across the organization.

Accessing the Subscription Admin Panel

To manage subscriptions:

1. Navigate to Settings → Subscription Admin.

2. You will see three tabs:

   • Users

   • Event-Based (Alerts)

   • Scheduled Delivery

1. Users Tab

The Users Tab displays a list of all users along with:

• Full Name

• Role (Owner, Admin, Viewer, etc.)

• Number of Active Subscriptions

Managing User Subscriptions

1. Click on a User’s Name to open their detailed subscription view.

2. Here, you can:

   • View all active subscriptions associated with the user.

   • Modify, pause, unsubscribe, or edit any of their subscriptions.

   • Add the user to new subscriptions by clicking the "Add Subscription" button (top-right).

Event-Based Tab (Alerts Management)

The Event-Based Tab lists all active alerts within the organization. Each alert includes:

• Alert Name

• Chart Name

• Condition (e.g., “Sales drop by 10%”)

• Number of Subscribers

Managing Event-Based Alerts

1. Click on an alert name to view its details.

2. From here, you can:

   • Add or remove subscribers.

   • Modify the alert condition (e.g., change threshold values).

   • Pause or resume an alert.

   • Unsubscribe users or cancel the alert entirely.

This ensures that alerts are efficiently managed, reducing notification fatigue while keeping teams informed.

Scheduled Delivery Tab

The Scheduled Delivery Tab provides an overview of all scheduled email reports across the organization. Each entry displays:

• Entity (Chart or Storyboard Name)

• Delivery Frequency (Daily, Weekly, Monthly)

• Variables Included

• Number of Subscribers

Managing Scheduled Deliveries

1. Click on a scheduled subscription to view details.

2. From here, you can:

   • Modify the delivery schedule (change frequency, time, recipients).

   • Pause, resume, or cancel scheduled reports.

   • Add or remove users from a scheduled email.

Admins can ensure scheduled reports align with business needs while avoiding redundant or unnecessary subscriptions.

Key Takeaways for Subscription Admins

• Full Visibility: Admins can view, edit, or manage all user subscriptions.

• Centralized Alert & Email Management: Modify conditions, pause notifications, or unsubscribe users.

• User Control: Assign users to new subscriptions or remove them as needed.

• Premium Feature: Subscription administration is available for select plans. Ensure your Infinity plan includes admin access for subscription management.

With the Subscription Admin Panel, Infinity ensures that data notifications are efficiently managed, keeping teams informed while avoiding unnecessary alerts and reports. 🚀