The chart below outlines who receives email notifications based on the roles configured in the AmpliFund system. If the Funder has not designated a primary contact, email notifications will be sent to the fallback contact listed in the fourth column of the chart.
Object | Action | Sent to (Primary Contact) | Fallback (If the Funder or Recipient Manager is not set) |
Award | Activate | Recipient Grant Manager | Account Admin |
Payment Request | Approve | Recipient Manager | Recipient Manager and Additional Users |
Approve | Recipient Additional User | No Recipient Manager, but has Additional Users | |
Reject | Recipient Manager | Recipient Manager and Additional Users | |
Reject | Recipient Additional User | No Recipient Manager, but has Additional Users | |
Submit | Funder Manager | Funder Manager and Additional Users | |
Submit | Funder Account Owner | No Funder Manager, but has Additional Users | |
Reporting Period | Close | Funder Account Owner | No Funder Manager, but has Additional Users |
Funder Additional User | |||
Close | Funder Manager | Recipient Manager and Additional Users | |
Funder Additional User | |||
Reject | Recipient Account Owner | No Recipient Manager, but has Additional Users | |
Recipient Additional User | |||
Reject | Recipient Manager | Recipient Manager and Additional Users | |
Recipient Additional Users | |||
Amendment | Funder Created & Finalized | Recipient Manager | Funder/Recipient Manager & Funder/Recipient Additional User |
Funder Created & Finalized | Recipient Org Primary Email | No Managers, but Funder/Recipient Additional Users | |
Recipient Submitted | Funder Manager | Funder/Recipient Manger & Funder/Recipient Additional User | |
Recipient Manager | |||
Recipient Submitted | Funder Manager | No Recipient Manager, but Funder Manager & Funder/Recipient Additional Users | |
Org Primary Email | |||
Recipient Submitted | Funder Org Primary Email | No Managers, but Funder/Recipient Additional Users | |
Recipient Org Primary Email | |||
Recipient Submitted, Funder Denied | Recipient Manager | Funder/Recipient Manger & Funder/Recipient Additional User | |
Recipient Submitted, Funder Denied | Recipient Org Primary Email | No Recipient Manager, but Funder Manager & Funder/Recipient Additional Users | |
Recipient Submitted, Funder Denied | Recipient Org Primary Email | No Managers, but Funder/Recipient Additional Users |
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