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Updates to email/slack job notifications #4347

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Updates to email/slack job notifications
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78 changes: 62 additions & 16 deletions website/docs/docs/deploy/job-notifications.md
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@@ -1,33 +1,79 @@
---
title: "Job notifications"
id: "job-notifications"
description: "Set up notifications in dbt Cloud to receive Email or Slack alerts for job run status."
description: "Set up notifications in dbt Cloud to receive email or Slack alerts about job run status."
---

Set up notifications in dbt Cloud to receive email or Slack alerts when a job run succeeds, fails, or is cancelled.

Setting up notifications in dbt Cloud will allow you to receive alerts via Email or a chosen Slack channel when a job run succeeds, fails, or is cancelled.
## Email notifications

### Email
You can receive email alerts by configuring the dbt Cloud notification settings. As a **user**, you can set up email notifications for yourself. As an **admin**, you can set up notifications for yourself and other team members. Refer to [Users and licenses](/docs/cloud/manage-access/seats-and-users) for details on license types that are eligible for email notifications.
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These are the following options for setting up email notifications. Refer to [Users and licenses](/docs/cloud/manage-access/seats-and-users) for info on license types eligible for email notifications.
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### Configure email notifications

- As a **user** — You can set up email notifications for yourself under your Profile.
- As an **admin** — You can set up notifications on behalf of your team members.
1. From the gear menu in the upper right corner, choose **Notification settings**.
1. By default, the **Notification email** option is set to the email address that's in [your dbt Cloud personal profile](https://cloud.getdbt.com/settings/profile).

To set up job notifications, follow these steps:
If you're an **admin**, you can choose a different email address. Select the **Notification email** dropdown and choose another address from the list. The list includes internal users with access to the account and also external emails that have been added.
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- To add an external email address, select the **Notification email** dropdown and choose **Add external email**. After you add the external email, it becomes available for selection in the **Notification email** dropdown list.
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1. Click the gear menu in the top right corner and select **Notification Settings**.
<Lightbox src="/img/docs/deploy/example-notification-external-email.png" width="50%" title="Example of the Notification email dropdown"/>

2. Select **Edit** to begin editing the **Email Notifications** settings.
- **As a user:** Choose the Notification type (Succeeds, Fails, or Is Cancelled) for each Job you want to receive notifications for.
1. Select the **Environment** (in the dropdown) for the jobs you want to receive notifications about.
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- **As an admin:** Under **Configure notifications for**, use the dropdown to select one or more users you'd like to set notifications for. If you only see your own name, then you might not have admin privileges. <br /><br />
Choose the Notification type (Succeeds, Fails, or Is Cancelled) for each Job you want them to receive notifications for.
1. Click **Edit** to configure the email notification settings.

3. Click **Save**.
- If you're a **user**, choose one or more of the run statuses (**Succeeds**, **Fails**, **Is Canceled**) for each job you want to receive notifications for.

<Lightbox src="/img/docs/dbt-cloud/using-dbt-cloud/email-notifications.png" width="75%" title="Configuring Email Notifications"/>
- If you're an **admin**, use the **Configure notifications for** dropdown to select all the users you want to sent notifications to. Then, choose one or more of the run statuses (**Succeeds**, **Fails**, **Is Canceled**) for each job you want them to receive notifications for.
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### Slack
1. When you're done with the settings, click **Save**.

To set up alerts on jobs from a different environment, select another **Environment** from the dropdown, **Edit** those job notification settings, and click **Save**.

<Snippet path="slack-notifications-config-steps" />
<Lightbox src="/img/docs/deploy/example-email-notification-settings-page.png" width="100%" title="Example of the Email notifications page"/>

### Unsubscribe from email notifications
1. From the gear menu in the upper right corner, choose **Notification settings**.
1. On the **Email notifications** page, click **Unsubscribe from all email notifications**.

## Slack notifications

<!-- <Snippet path="slack-notifications-config-steps" /> -->

You can receive Slack alerts by setting up the Slack integration first, then configuring the dbt Cloud notification settings.

:::note
If there have been changes to the user roles and you need to move ownership, please [contact support](mailto:[email protected]) and provide the necessary information for them to make this change for you.
:::
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### Prerequisites
- You must be an administrator of the Slack workspace to configure Slack notifications in dbt Cloud.
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### Set up the Slack integration
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1. Go to your [Personal profile](https://cloud.getdbt.com/settings/profile) page and scroll to the **Linked accounts** section.
1. In the **Linked accounts** section, find the Slack application and click **Link**.
<Lightbox src="/img/docs/dbt-cloud/Link-your-Slack-Profile.png" width="75%" title="Link for the Slack app"/>
1. Allow dbt Labs to access the Slack workspace. If you are a member of multiple workspaces, you can select the appropriate workspace from the dropdown menu in the upper right corner.
<Lightbox src="/img/docs/dbt-cloud/Allow-dbt-to-access-slack.png" width="75%" title="Allow dbt access to Slack"/>

### Configure Slack notifications

1. From the gear menu in the upper right corner, choose **Notification settings**.
1. Select **Slack notifications** in the left sidebar.
1. Select the **Notification channel** (in the dropdown) you want to send the job run notifications to.
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<Lightbox src="/img/docs/deploy/example-notification-slack-channels.png" width="75%" title="Example of the Notification channel dropdown"/>
1. Select the **Environment** (in the dropdown) for the jobs you want to receive notifications about.
1. Click **Edit** to configure the Slack notification settings. Choose one or more of the run statuses (**Succeeds**, **Fails**, **Is Canceled**) for each job you want to receive notifications for.
1. When you're done with the settings, click **Save**.

To send alerts to another Slack channel, select another **Notification channel** from the dropdown, **Edit** those job notification settings, and click **Save**.

<Lightbox src="/img/docs/deploy/example-slack-notification-settings-page.png" width="100%" title="Example of the Slack notifications page"/>

### Disable the Slack integration

1. Go to your [Personal profile](https://cloud.getdbt.com/settings/profile) page and scroll to the **Linked accounts** section.
1. Find the Slack application in the **Linked accounts** section, click the trash can icon, and click **Unlink**. The Slack notification settings are no longer active.
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8 changes: 0 additions & 8 deletions website/docs/faqs/Accounts/slack.md

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Expand Up @@ -5,7 +5,7 @@ slug: zapier-ms-teams
description: Use Zapier and the dbt Cloud API to post to Microsoft Teams
---

This guide will show you how to set up an integration between dbt Cloud jobs and Microsoft Teams using [dbt Cloud Webhooks](/docs/deploy/webhooks) and Zapier, similar to the [native Slack integration](/faqs/accounts/slack).
This guide will show you how to set up an integration between dbt Cloud jobs and Microsoft Teams using [dbt Cloud Webhooks](/docs/deploy/webhooks) and Zapier, similar to the [native Slack integration](/docs/deploy/job-notifications#slack-notifications).

When a dbt Cloud job finishes running, the integration will:

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Expand Up @@ -5,7 +5,7 @@ slug: zapier-slack
description: Use Zapier and the dbt Cloud API to post error context to Slack
---

This guide will show you how to set up an integration between dbt Cloud jobs and Slack using [dbt Cloud webhooks](/docs/deploy/webhooks) and Zapier. It builds on the native [native Slack integration](/faqs/accounts/slack) by attaching error message details of models and tests in a thread.
This guide will show you how to set up an integration between dbt Cloud jobs and Slack using [dbt Cloud webhooks](/docs/deploy/webhooks) and Zapier. It builds on the native [native Slack integration](/docs/deploy/job-notifications#slack-notifications) by attaching error message details of models and tests in a thread.

Note: Because there is not a webhook for Run Cancelled, you may want to keep the standard Slack integration installed to receive those notifications. You could also use the [alternative integration](#alternate-approach) that augments the native integration without replacing it.

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28 changes: 0 additions & 28 deletions website/snippets/slack-notifications-config-steps.md

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5 changes: 5 additions & 0 deletions website/vercel.json
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Expand Up @@ -2,6 +2,11 @@
"cleanUrls": true,
"trailingSlash": false,
"redirects": [
{
"source": "/faqs/Accounts/slack",
"destination": "/docs/deploy/job-notifications",
"permanent": true
},
{
"source": "/docs/build/metricflow-cli",
"destination": "/docs/build/metricflow-commands",
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