Users

To get a user started, first consider their needs in your Blackbaud solution to determine whether you should add them as a user or an admin.

  • User — A user has access to certain features and tasks for a Blackbaud solution. A user can also sign in to Blackbaud's website with their Blackbaud ID to view their profile and other resources, such as Blackbaud University.

    Note: If you use multiple Blackbaud solutions, you can make a user an admin for specific solutions. For more information, see Add user for one or multiple Blackbaud solutions.

  • Admin — An admin has full access to all features and tasks, including the ability to manage users and other admins.

After you make this decision, add them from Control panel, Users. The name and email address is required to automatically invite a user to your Blackbaud solution. After a user accepts the invitation, they use their Blackbaud ID to access feature areas and tasks based on the roles you assign. They also use their Blackbaud ID to sign in to Blackbaud's website and access their profile and resources, such as Central.

Note: Everyone at your organization with a Blackbaud ID appears in the list of users. If the user already has a Blackbaud ID and you need to provide access to a new Blackbaud solution, edit their roles. For more information, see User Details.

Note: Everyone at your church with a Blackbaud ID appears in the list of users— not just those with Blackbaud Education Management. If the user already has a Blackbaud ID and you need to provide access to a new Blackbaud solution, edit their roles. For more information, see User Details.

Note: Everyone at your organization with a Blackbaud ID appears in the list of users— not just those with Online Giving. If the user already has a Blackbaud ID and you need to provide access to a new Blackbaud solution, edit their roles. For more information, see User Details.

Tip: The count on the list of users includes all users, regardless of status.

  1. From Control panel, Users, select Add user and enter their name and email address.

  2. To quickly provide full access to all your Blackbaud solutions, including the ability to set security for others, select Make admin.

    Note: You can have an unlimited number of admins. For more information about admins, see Admins Tasks.

    When you make an existing user an admin, their existing roles are overwritten. If you remove this access, the previous roles apply to the user again.

  3. When you are done, select Send invite to send an email invitation to the admin. For more information, see Invitations.

    After the admin accepts the invitation, it takes several minutes for the acceptance to process. Once complete, they can begin working.

  1. From Control panel, Users, select Add user and enter their name and email address.

    Tip: New to security? To understand feature areas for your Blackbaud solution, their roles, and how the level of access is determined for a user, see Security Overview.

  2. Determine if you are adding a user for a single or multiple Blackbaud solutions.

    • For a single Blackbaud solution:

      1. To provide access to a feature area for the user, select its checkbox. The feature areas that appear depend on the capabilities your church uses. For more information, see Feature Areas.

      2. To verify you selected the correct role, review its description. For more information, see Roles.

    • For multiple Blackbaud solutions:

      1. Under each Blackbaud solution the user should access, determine their security.

        • To provide full access to all of the solution’s feature areas, select Make solution admin.

          • Note: Solution admins have full access to a solution but can’t manage users for other solutions or make changes to your church's account page on Blackbaud's website. For more information, see Admin types .

        • To provide access to specific feature areas:

          1. Select a feature area’s checkbox.

          2. To designate the user’s level of access, select their role for each feature area.

          3. To verify you selected the correct role, review its description. For more information, see Roles.

            Tip: The solutions and feature areas that appear depend on the capabilities your church uses. For more information, see Feature Areas.

  3. To determine which information user can access, select Security groups.

    • To create a new record, select Choose security groups and assign their applicable security groups.

    • For a user with a record already, select Link to existing user and search for their user record.

    For more information, see Education Management Security Groups.

  4. To determine which information or Education Management features the user can access, select Security groups.

    • To create a new record for the user in Education Management, select Choose security groups and assign their applicable security groups.

    • For a user with a record already in Education Management, select Link to existing user and search for their user record.

    For more information, see Education Management Security Groups.

  5. When you are done, select Send invite to send an email invitation to the user. For more information, see Invitations.

    After the user accepts the invitation, it takes several minutes for the acceptance to process. Once complete, the user has access to feature areas based on assigned roles for each Blackbaud solution. The user can also sign in to Blackbaud's website with their Blackbaud ID to view their profile and other resources, such as Blackbaud University. For more information about invitations, see Invitation Process FAQ.

To quickly add or change roles for a features area in a Blackbaud solution, select the user's name. For more information, see User Details.

Tip: Feature area columns, such as Connected Apps, display the roles assigned to a user.

To maintain a history of users for your church, you can't delete or remove them when a user leaves your church or when duplicate records exist (for yourself or another user) — you can only make them inactive. To do this, select Make inactive from their menu .

When you inactivate a user:

  • They appear in search and lists, but can't access your solution and its data.

  • They can't access Support resources, such as Blackbaud University, on Blackbaud's website.

  • They’re inactive for all Blackbaud solutions you use. You can't make a user inactive for just one solution.

    If you make the user active again, their previous roles are restored automatically with access to feature areas.

  • They're no longer linked to their user or have access to Education Management. If you make them active again, you must re-link their users. For more information, see Education Management Security Groups.

Note: If you use multiple Blackbaud solutions, only admins with full access to all solutions can make users inactive. Solution admins can't do this.

To make a user active, select Make active from their menu . You can do this when a user returns to your church after a period of time.

Note: If you use multiple Blackbaud solutions, only admins with full access to all solutions can make users active; solution admins cannot do this.

When you make a user active, their previous roles apply to the user again to automatically restore access to feature areas. However, you must edit the user and link them to their record in Education Management again. For more information, see Education Management Security Groups.

To designate the user's level of access to feature areas in each Blackbaud solution, select Manage roles from their menu . After you select the role, review its description to make sure you selected the correct one. For more information, see Manage roles.

Note: If you edit a user's role to provide access to another feature area, the user automatically has access to the area within several minutes without receiving and accepting another invitation. This applies to feature areas in a Blackbaud solution the user has access to now, and it applies to feature areas in a solution they'll access for the first time.

To add a new user by copying an existing user’s access, select Create new user with same access from their menu . Enter the new user's name and email address. To modify the user's access before you save, change the selected feature areas and roles for the applicable Blackbaud solutions.

Note: If your church uses multiple Blackbaud solutions, it's possible a new user will not receive the same access as an existing user when you copy. For example, if you copy access for a user who has rights to solutions that you do not have access to, the new user won't have access either. The access only copies from the existing user for the solution you both use.

To view action history for users, see History.

You can manage user lists to perform functions such as create a new list, export or share an existing list, or filter on specific criteria. See User Lists for additional information.