GivingData offers several options for receiving notifications when certain activities take place within the system. Each user can adjust their notifications to customize for which activities they would like to be notified, and can select to be notified in GivingData and/or via email.
- Click your name in the upper navigation bar, and then click Profile.
- Click the Notifications tab.
- Click the pencil icon next to a notification category.
- For each notification trigger, check the boxes according to how you would like to receive notifications, and then click Update.
- You can check the box in the Notify Me In GivingData column, the Send Me An Email column, both boxes, or neither box.
- You can check the box in the Notify Me In GivingData column, the Send Me An Email column, both boxes, or neither box.
The article sections below contain a description of each notification category.
Article Sections
Grantee Portal Notifications
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. 
Task Notifications
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. 
To avoid receiving notifications for tasks until any dependencies have cleared, set the "A task assigned to me is due soon or overdue" to "For non-dependent tasks only" in addition to the other configurations as shown above.
Examples
In the following examples, we will examine the task notification preference settings of user 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.
Renewal Notifications
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. 
Bank Account Notifications
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.
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- 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.
Approval & Declination Notifications
You can be notified when requests you are following or assigned to as primary or secondary staff are approved or declined. 
Interaction Notifications
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. 