Organization Added and Changed Notifications

During registration in a Grant Lifecycle Manager site, an applicant enters both their own contact information and their organization's information. By default, once applicants initially enter their organization's information, only a site administrator can edit that information. 

Administrators have the option to allow applicants to edit their organization's information after registration. This can be limited to certain fields. For example, an administrator could only allow edit access for the organization's address or website information. Some administrators choose to not allow applicants to edit fields such as the tax ID number, as they would like to first have a conversation about why that information is changing. 

Contact Support to configure this setting and let them know which fields you want to allow applicants to edit. The available fields are shown in the image below. 

 

When one or more fields are accessible for applicants to edit, they will see an edit button next to their organization's information which will allow them to make changes. 

There is an option for administrators to configure automatic emails to an administrator whenever an organization is added in the system.

There is also an option for when one or more fields are made accessible for applicants to edit to have the administrator configure an automatic email notification whenever an applicant edits their organization's information. The email notification will send to the selected administrators and the primary contact for the organization whose information was changed. The email will include the original and updated organization information. Changes to an organization's information are also recorded in the Organization Change Log, located on the Organization Summary page.

1. After creating an email template with the desired language, select either the Organization Added or Organization Changed email notification event type depending on what email is desired in the Email Notification Events drop-down menu.
   • If the administrator would like to receive both Organization Added and Organization Changed email notifications, they will need to create a second email template using the same process and select the other button in this step.
      
2. Navigate to the Update User page for the administrator who will be configured to receive this email. 
3. Click Manage Notifications.
    
4. Click the Organization tab. 
5. Check the box next to the email template, and then click Save.
   • If an administrator wants to unsubscribe from an email notification, they will uncheck the box next to the email template.