Manage Notification Settings

You can be notified when applications and reports you are following are submitted. Primary and secondary staff on a request are automatically set as followers on the request’s grantee portal intake entries. Other staff may also be added as followers.

If your organization uses workflows in GivingData, you may choose which workflow task activities for which you would like to receive notifications. 

For each notification trigger, there are three options. These options are available in both the Notify Me In GivingData and Send Me an Email columns:   

• For all tasks - You will be notified when the trigger occurs, regardless of any dependencies in the workflow.  

• For non-dependent tasks only - You will be notified to complete a workflow task only when the previous tasks that your task is dependent on have been completed.  
• Do not notify me - You will not be notified at all.
   

The below image shows the recommended configuration; however, this is customizable to your preferences.
 

Examples 

In the following examples, we will examine the task notification preference settings of John Smith for the “A task is assigned to me” notification trigger.
 

These examples reference the workflow shown below.
 

If John's selection for “A task is assigned to me” is set to: 

• For all tasks - As soon as the Pre-App Due Diligence workflow is added or John is assigned a task, he will be notified to complete the Site Visit task assigned to him, even though this task cannot be completed until Joe Grant Manager completes the Financial Check task. The Site Visit task is dependent on the Financial Check task. 

• For non-dependent tasks only - John will be notified to complete the Site Visit task only after Joe has completed the Financial Check task. 

• Do not notify me - John will not be notified when a task is assigned to him. 

If your organization uses the GivingData renewal functionality, reminders can be set to renew a grant at a future date. The notification triggers in this category control if and how you will receive those reminders.

If your organization manages bank account information for grant payments in GivingData, you may choose which bank account activity notifications you receive.  

When a bank account is added or edited through the grantee portal, the primary staff, secondary staff, and followers for each active request for the organization are notified. If the Require Bank Account Verification Before Setting Payments as Paid setting is enabled in the site and required fields for a verified bank account are edited, a notification is sent that the account is now unverified.  

• A user only receives one notification per event, even if they are assigned as a staff member or follower on multiple requests for the organization. 

• It is recommended to assign finance staff as followers on at least one request for an organization to ensure that they receive notifications related to bank accounts for the organization. 

• Refer to Bank Account Verification for more details on the Require Bank Account Verification Before Setting Payments as Paid setting and “When verified bank account has been updated” notification. 
  • The user who made the edit to the bank account does not receive the reverification notification, even if they are assigned as a staff member or follower on a request for the organization. 

Configure which of these notifications you receive using the notification triggers in this category.

You can be notified when requests you are following or assigned to as primary or secondary staff are approved or declined.

You can be notified when you are added as a participant or follower on an interaction, and can be notified about updates to those interactions.