Notification Preferences
Updated 2 months ago
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Notification Preferences
Notification Preferences let each person choose which Gratona updates they want to receive. Admin preferences control the updates that appear in that admin's notification bell and pop-up notifications. Donor preferences control donor-facing email updates from the donor portal.
Notification preferences are personal. Changing your preferences does not change another admin's preferences, another donor's preferences, or the Activity Log.
Open Admin Notification Preferences
Use admin notification preferences when you want to choose which in-app updates appear for you.
Open Profile from the account menu.
Select Notification preferences.
You can also open the account menu and select Notification preferences directly when that option is available. The current admin route is /app/profile/notifications.
Personal settings > Notification preferences controls the updates shown to the signed-in admin.
The page groups topics into Important updates and Other updates. Important updates are marked Recommended when they may include account, payment, or security-related activity.
Admin notification preferences control push notifications in Gratona, including the notification bell and pop-up notifications. They do not turn off automated emails sent to admins from your email templates.
Admin notification topics can include:
Donors and sponsorships: donor account changes, commitments, and sponsorship activity.
Donations and payment issues: donation activity, failed payments, receipts, and payment operations.
Messages: donor-recipient messages, drafts, approvals, and sent messages.
Account and permissions: permission changes, account setup, billing, and payment setup events.
Recipients: recipient profile, file, photo, archive, and restore updates.
Exports and reports: exports, imports, scheduled reports, and generated download files.
Newsletters and mailings: newsletter and mailing run completion or failure.
Use Simple View
Use Simple view when you want one main toggle for each notification topic.
Simple view gives each notification topic one main toggle.
Turning a topic off mutes that topic for your admin notification bell and pop-up notifications. If the topic is recommended, Gratona asks you to confirm before turning it off.
Recommended topics show a confirmation before they are turned off.
Choose Keep on if you do not want to mute the recommended topic. Choose Turn off only when you are sure you want to mute that topic.
After making changes, select Save changes in the bar at the bottom of the page.
Use Advanced View
Use Advanced view when you want to control individual notification events inside a topic.
Select Advanced.
Find the topic you want to adjust.
Turn individual channels or events on or off.
Select Save changes.
Advanced view lets you fine-tune channels and events inside each notification topic.
Find and Reset Preferences
Use the search field when you want to filter topics by name, description, or event.
Use the bulk actions when you need to update many topics at once:
Enable all: turns every available notification topic back on.
Mute all: turns every available notification topic off.
Reset: restores the default notification settings.
By default, notification topics are turned on until you change them.
Donor Notification Preferences
Donors can manage their own email notification preferences from the donor portal.
To open donor notification preferences:
Log in to the donor portal. If the donor needs an access link first, use Donor Portal Login to send the right login link.
Open the profile menu in the top-right corner.
Select Notifications.
The donor notification preferences page controls email updates only. Donors do not see admin bell or pop-up notification controls.
Donor email topics can include:
Account security: account setup, login, verification, password reset, and username recovery emails.
Receipts and tax documents: payment receipts, commitment receipts, year-end statements, and tax summaries.
Payment issues and reminders: payment failures, card reminders, and charge issue notices.
Sponsorship updates: new sponsorships, profile updates, and future sponsorship notices.
Messages: recipient-to-sponsor messages.
Photos and files: photo and file update notices.
Donors can use Simple view for one toggle per topic, or Advanced view to customize the specific email events inside a topic. After changing preferences, donors should select Save changes.
What Notification Preferences Do Not Change
Notification preferences do not change:
The Activity Log. Account activity is still recorded even when a notification topic is muted.
Admin permissions. Use Permissions and Access Control to change what an admin can access.
Organization email templates. Use Auto Emails to edit or disable template-level automated emails.
Admin email delivery configured in automated email templates.
Another user's preferences. Each admin and each donor manages their own notification settings.
SMS preferences.