Users and roles

Tip: Community foundation Administrator rights are required to access Control panel features in the application.

New users created in FIMS receive an email that includes a link redirecting them to DonorCentral to complete their setup. When the user receives the email depends on your setup:

  • If real-time sync (RTS) is set up for FIMS profiles, the email sends in near real time.

  • If RTS is not turned on for FIMS profiles, the email sends during the next nightly upload.

Note: For information on permission settings and definitions, see Permission Definitions.

From Control panel, Site administration, Users information about users appears in a list or grid. Consider using it to troubleshoot user logins.

  • To search the information, enter a full or partial user's name or email address in Find in this list and then select Search .

  • To export the information to a .csv file, select Export.

  • To modify which information appears, select Choose columns , select which columns to show or hide, then select Apply changes.

  • To move to another page in the list, select Previous or Next , or select a specific page number.

  • To sort by a column in the list, select the column header.

  • To rearrange columns of information, select a column header and drag it to the desired location.

  • To limit the information, select select Filters , choose which information to show, and then select Apply filters. To remove a filter and include more information, select X in the filter summary, or select Filters , and then choose Clear all filters.

Select Control panel, Site administration, then Users. Under the column labeled Status, a site administrator can see the status of each user's account.

  • Email differs from BBID: The user has a login email address on file that does not match the email address used for their Blackbaud ID login.

  • Never logged in: The user has never logged in to DonorCentral.

  • Not yet synced: The user has logged in, but not since new User Management tools were enabled. This status will change after the user's next login.

  • No issues: The user's login email address is synced with Blackbaud ID.

  1. Select Control panel, Site administration. On the Users tab, all user profiles — including their name, email address, and role — created in FIMS are shown.

  2. Select Show details from a user's menu to view details about their profile, including their fund associations.

    Note: This view is read-only. Any changes need to be made through FIMS.

  3. Select Close when done.

  1. Select Control panel, Site administration, Users.

  2. To send a welcome email to a specific user, select Send welcome email from their menu . They'll receive an email with instructions for logging in to DonorCentral.

Note: For more information on customizing Welcome emails for BBID users and non-BBID users, see Configure Automated Emails.

  1. Select Control panel, Site administration, Users.

  2. To view the funds associated with a specific user, select View funds from their menu .

  1. Select Control panel, Site administration, Users.

  2. To send an email that enables a user to reset their password for Blackbaud ID, select Send reset password email from their menu .