This article is intended for: all users within the Operational Budgeting module.
Use this article after: you have been invited to an operating budget and want to control which email notifications you receive.
Note: Select any image below to zoom in.
Each collaborator user type (Editor, Contributor, and Reviewer) can control their own email notifications that come from the Operational Budgeting module. Select the link below to navigate directly to the specific user type.
Editor Email Notifications
Utilize the Email Notifications tab in Settings to toggle email notifications on or off for the following events:
- Invite To Budget - After receiving an invitation to the budget for the initial request round, you can toggle this off if you do not want to receive notifications for future request round invitations in the budget.
- Comment Added - By default, you will receive an email notification when a comment is added to an account/itemization during a request round. This can be useful if someone has a question or answer that the Collaborators assigned to that account/itemization should be aware of.
- Budget Finalized - By default, you will receive an email notification when the budget is finalized.
- Funding package Submitted - By default, you will receive an email notification when a funding package that you submitted has been reviewed and acted upon, which is useful if additional information or updates are needed on the funding package.
- Statistics Submitted - By default, you will receive an email notification when your submitted accounts have been reviewed by an editor. If multiple people are tied to the same accounts, each will get an email.
Select the Save Changes button to initiate the changes you have made in Settings.
Contributor Email Notifications
Utilize the Email Notifications tab in Settings to toggle email notifications on or off for the following events:
- Invite To Budget - After receiving an invitation to the budget for the initial request round, you can toggle this off if you do not want to receive notifications for future request round invitations in the budget.
- Comment Added - By default, you will receive an email notification when a comment is added to an account/itemization during a request round. This can be useful if someone has a question or answer that the Collaborators assigned to that account/itemization should be aware of.
- Budget Finalized - By default, you will receive an email notification when the budget is finalized.
- Funding Package reviewed for that contributor - By default, you will get notified once a Funding Package has been reviewed by an editor. Enabling this will keep you informed of the latest changes for the Funding Packages that you’ve created and submitted.
- Editors have reviewed all of the accounts for that contributor - By default, you will get notified once all accounts and itemizations have been reviewed by an editor. Enabling this will keep you informed of the latest changes for accounts that have been assigned to you that may need additional review or edits based on the actions taken by an editor.
Select the Save Changes button to initiate the changes you have made in Settings.
Reviewer Email Notifications
Utilize the Email Notifications tab in Settings to toggle email notifications on or off for the following events:
- Invite To Budget - After receiving an invitation to the budget for the initial request round, you can toggle this off if you do not want to receive notifications for future request round invitations in the budget.
- Comment Added - By default, you will receive an email notification when a comment is added to an account/itemization during a request round. This can be useful if someone has a question or answer that the Collaborators assigned to that account/itemization should be aware of.
- Budget Finalized - By default, you will receive an email notification when the budget is finalized.
Select the Save Changes button to initiate the changes you have made in Settings.
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