Alert permissions

Company > Users > Roles > Roles > MemberCaps

To view, manage, or respond to alerts, the user's Role needs one or more of these capabilities.

Alert rights

Provide all of these capabilities:

Add Note to Log
Access to the Add Note button
Assign Alert
Access to the Owner button on the Responses form to allow owner assignment.
Close Alerts

Ability to close and reopen alerts with Close and Reopen buttons.

Note: There is no separate Reopen Alerts capability; there is no way to separate the permissions.
Exclude Surveys
Access to the Exclude button to keep a survey record from being included in reports.
Resolve Alerts
Access to the Resolve button.
Send Rapid Response Email

Access to the Respond button on the Responses form to allow the user to send emails to the custom. Note there must be a user email in the record, or the control will not be available.

The button does not appear when:

  • e_email is not populated (even if another email is specified on Responses Form Respond email)
  • A field of type email is not populated in the Responses Form Personal section.
Tip: An email field (typically a K-field) can be conditioned to return null to hide the Respond button in certain cases, such as when the customer indicates they do not wish to be contacted via email.
Send Attachments on Rapid Response Email
Allows roles with the Send Rapid Response Email capability to add attachments to the email response.
View Alerts
Obsolete, has no effect in Medallia Alchemy Experience Reporting.
View Log
Access to the Show Activity control to view the alert's history.
Setup Alerts
Administrator access to create and modify alerts.
Setup Email Templates
Administrator access to create and modify alert notification email templates.
View Response Investigator
Allows the user to see the Responses reports.