Handle Profile Changes
Platform managers and contact card managers should regularly acknowledge data changes made to user profiles.
The report is an audit history of all profile changes that user's made themselves and that other managers made on their behalf. Changes in the report already appear on user profiles.
When you run the report and handle changes, you review the updates and acknowledge them. For some changes, your school's policies and procedures may require you to alert other departments, roles, resources, and other databases that don't automatically sync with Blackbaud Education Management.
Review and acknowledge profile changes in bulk
-
Select Core.
-
Select Users.
-
Select Handle profile changes. A list of profiles and the changes recently made appears.
-
Select a Filter to limit the list results. Choose what to view and then select Apply filter.
Tip: For example, if you recently imported data in bulk and now need to acknowledge the changes you just added, select to only show Changes by "Only me" and Changed on with the specific date of the import
-
From the results, select a user's name to access their profile, such as to edit the user's information.
-
To create comma separated value (.csv) file for use in third party spreadsheet applications (such as Microsoft Excel), select Export.
-
Select the names whose records you have reviewed or select Select all.
-
Then select Acknowledge changes.
View profile changes for an individual
-
From Core, use the People finder to access a user's profile.
-
Select Contact card.
-
Select View profile changes (in the profile header). A list of changes appears.
-
To sort the list, select a column header.
-
To acknowledge a change, handle them in bulk.
Enable the contact card manager role
Most employees who are responsible for keeping user profile data updated should have the contact card manager role instead of platform manager role (and its clones).
Tip: Learn how to manage roles and tasks for users.
Contact card managers can handle personal data common to any user (including contact information, demographics, relationships, emergency contacts, business, and education information).
-
From Core, you can use the People finder to go to a user's profile and Contact card to make changes.
-
From Core, Users, you can also select Handle profile changes to review the changes users have made or that other administrators made on a user’s behalf.
We recommend schools also use the contact card manager role to grant API access to any of our third party partners who rely on accessing or updating Contact card data. It ensures that the API access is limited strictly to the data they need.
We recommend schools grant the platform manager role sparingly.
Schools should avoid granting users a clone of the platform manager role, even when they remove unwanted tasks to limit the clone's access (as much as possible) to only contact card functionality. If your school relies on clones, consider replacing them with the contact card manager role instead.
When platform managers receive new tasks or an existing task it updated, schools with clones must review the clones to ensure their access is still appropriated limited (not too little nor too much power).