Email Notification Settings

Certain DataGrail Users will receive email notifications based on their User Role and responsibilities in the platform. Here, we will explain how to manage those notifications in the Email Notifications Settings tool.

DataGrail User Roles

Only the following will have access to the Email Notification Settings tool :

• Super Admin

• Request Agent
• Request Admin
• Request Approver
• Connections Manager

NOTE : Combining any user roles that do not have access to this UI with any of the above user roles that do have access to this functionality will grant a user access to these updates. I.e. If a user had a Connections Manager Role, adding a Super Admin role to their user record in DGAdmin would then allow them access to the new Risk Monitor.

Workflow

Authenticated Users that receive email notifications will be able to view and edit the email notifications they receive from DataGrail within the Email Notifications Tool in their Settings page.

 

Accessing Email Notification Settings

Step 1 : Login to DataGrail and click on Settings within the DataGrail navigation bar on the lefthand side of the screen

Step 2 : On the lefthand side of the screen, click on Notifications under General

The Notifications tab will show the appropriate email notification options to select, depending on the type of emails that specific User has access to, as noted below under "Roles & Associated Email Notifications"

Roles & Associated Email Notifications

Super Admin

Notification Type	Trigger
Request Status : Pending Action	These are notifications that let you know when a request transitions to PendingAction.
Request Status : Pending Wizard	These are notifications that let you know when a Data Subject email has been verified and the request had transitioned from Pending Verification to Pending Wizard
Request Status : Pending Action for Approver(s)	These are notifications that let the Approver(s) assigned to the connections associated with the request know when a request transitions to Pending Action.
Request Status : Approvals Completed	These are notifications that let you know when all approvals are completed for a request.
Past Due Direct Contact Requests Summary	These are daily notifications that show as Direct Contact requests that are set up to notify you that they've reached their expiration date
Privacy Request Status Summary	These are daily notifications that provide a summary of active requests and their statuses
Disconnected Integration **New	Integration has not successfully connected after 48hrs of automated retrying
Disconnected Integration Summary **New	List of all Integrations that have not successfully connected after 48hrs of automated retrying

Request Admin & Request Agent

Notification Type	Trigger
Request Status : Pending Action	These are notifications that let you know when a request transitions to PendingAction.
Request Status : Pending Wizard	These are notifications that let you know when a Data Subject email has been verified and the request had transitioned from Pending Verification to Pending Wizard
Request Status : Pending Action for Approver(s)	These are notifications that let the Approver(s) assigned to the connections associated with the request know when a request transitions to Pending Action.
Request Status : Approvals Completed	These are notifications that let you know when all approvals are completed for a request.
Past Due Direct Contact Requests Summary	These are daily notifications that show as Direct Contact requests that are set up to notify you that they've reached their expiration date
Privacy Request Status Summary	These are daily notifications that provide a summary of active requests and their statuses

 

Request Approver

Notification Type	Trigger
Request Status : Pending Action for Approver(s)	These are notifications that let the Approver(s) assigned to the connections associated with the request know when a request transitions to Pending Action.

Connections Manager

Notification Type	Trigger
Disconnected Integration **New	Integration has not successfully connected after 48hrs of automated retrying
Disconnected Integration Summary **New	List of all Integrations that have not successfully connected after 48hrs of automated retrying

 

Note : All email notification settings are turned ON by default but can be adjusted at anytime with the exception of "Request Status : Pending Wizard" and 'Request Status : Pending Action".

If you have any questions about this feature, please reach out to your dedicated CSM or [e-mail].

The information contained in this message does not constitute as legal advice. We would advise seeking professional counsel before acting on or interpreting any material.