Tip: To improve account management and security in Blackbaud solutions, we are consolidating user management options in Security and streamlining admin roles to enable more granular admin permissions. This help topic describes the updated account management and admin types, but we are also temporarily including the previous version of the help content for reference after the new content.

 

Users

From Control panel, Security, Users, select Add user and enter a name and email address. organization admins, solution admins, and users with the required permissions can manage the users and admins associated with their organization. This includes all of the organization's active and inactive users and admins with Blackbaud IDs, not just the users and admins for a particular Blackbaud solution. The page highlights details such as admin type and the Blackbaud solutions that users can access.

Users are individuals with Blackbaud IDs who can access features and tasks in a Blackbaud solution. Admins are users with the permissions to perform admin tasks. For more information adding users and admins, see Add user. And for information about the different admin types, see Admins Tasks.

When admins add users, they provide names and email addresses to send email invitations to create Blackbaud IDs. They also select the Blackbaud solutions to provide access to and assign admin rights as necessary. After users and admins create their Blackbaud IDs, they can access feature areas and tasks based on their assigned roles, and they can also access their user profiles and other resources.

 

 

Warning: The remaining content describes user management before recent improvements. We are keeping this content temporarily for reference, but for the latest information, see the content above.

 

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.

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.

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