Blackbaud ID

From the Blackbaud ID mapping page, you can view all accounts linked to your Blackbaud ID. You can link or unlink your Blackbaud ID to more than one eTapestry database if you belong to multiple organizations that use eTapestry.

1. On the login page, select Manage your Blackbaud ID for eTapestry. The Blackbaud ID mapping page appears.

2. On the Blackbaud ID mapping page, to link another eTapestry account to your Blackbaud ID, select Link another eTapestry account.

3. To unlink your account from your Blackbaud ID, select Unlink this account next to the account you wish to unlink. Select Yes to unlink the account.

Note: If you unlink the eTapestry account that you signed into, you will be returned to the Blackbaud ID mapping page and signed out of eTapestry. If you are unlinking an account that you are not currently signed into, you will be returned to the Blackbaud ID mapping page and will remain signed in.

4. To sign into another account that you have already linked, select Sign in to this account.

To change logins if you are already signed into eTapestry, select the Welcome drop down menu at the top of the page and click Switch Database. To sign into another account that you have already linked, select Sign in to this account. Currently signed in displays next to the account you are logged into.

1. To allow a new user to log in to your eTapestry database with a Blackbaud ID, from Accounts, select Add an Account. The New Account page appears.

   If the user does not already have a Blackbaud ID, on the Blackbaud ID sign in page, they can select to create a new one. Once the user creates new credentials, they will need to return to the eTapestry login page to sign in with their Blackbaud ID.

2. Under Roles, select the User check box and complete the fields in the Name and Recognition section. For more information about the items on this screen, see Add account with Name Formats.

3. In the User section, enter the user's primary email address. This field is required to create a new account.

4. In the Security Rights drop down menu, select the security group to assign your new user.

   To expire this user's login rights after a specific date, enter the expiration date in the Login Enabled Until field.

5. In the Time Zone field, select the user's local time zone. This field defaults to the database time zone.

6. Complete any other information for the new user and click Save And to create the account. Once the account has been created, the user will receive an email inviting them to log into eTapestry with their Blackbaud ID. If the user does not have a Blackbaud ID, they will be directed to the Create a Blackbaud ID page. Once logged in, the user may be prompted to provide the email address they want to appear on their primary persona.

   Note: This invitation link will expire after 30 days. For a new invitation, users will need to contact your organization's administrator.

1. From Management, click All Users under Admin. A complete list of users appears.

2. On this page, in the Name column, you can view the name of each user as well as their legacy login ID if they have not linked their Blackbaud ID to their account.

3. Next to the user, select the menu icon. From this menu, depending on the user's status, you can:

   • Send Invite: If a user is not linked to a Blackbaud ID, select Send Invite to send them an invitation to link a Blackbaud ID to their eTapestry login. A screen appears for you to enter the user's email address. Select Send invitation to send the invitation.

   • Send Another Invite: If a user's invitation has exipred or been canceled, then you can select Send Another Invite to send the invitation again. A screen appears for you to enter the user's email address. Select Send invitation to send the invititation.

   • Cancel Invite: If an invitation has been sent to a user and has not expired, you can select Cancel Invite to cancel their invitation so they can no longer connect their account to a Blackbaud ID. A screen appears asking if you want to cancel the invite. Select Cancel invite.

   • Unlink Blackbaud ID: If a user is liked to a Blackbaud ID, and you you want to unlink them, select Unlink Blackbaud ID. The Unlink Blackbaud ID screen appears.Click Unlink accounts.

   Note: If you want to disable the user in addition to unlinking their accounts, select the checkbox to disable the user. The user will now be marked as "Disabled" in the Status column on the All Users Report.

4. In the Blackbaud ID column, you can view the Blackbaud ID linked to the user's account.

5. In the Last Login column, the date and time the user last logged in appears.

6. In the Status column, you can view the state of each user:

   • Active, Linked: The active user has linked their account to a Blackbaud ID.

   • Active, Unlinked: The active user has not linked their account to a Blackbaud ID.

   • Pending Invitation: The user has been sent an invitation to link their account to their Blackbaud ID but has not done so.

   • Expired Invitation: The user has been sent an invitation but did not link their account before the invitation expired.

   • Canceled Invitation: The user has been sent an invitation, but the invitation has been canceled.

   • Disabled: The user's account has been disabled or expired.

To troubleshoot questions and issues for your organization, you can use temporary, cloned users to allow Blackbaud Support analysts to access your database.

First, you will need to enable this option in your organization's preferences.

1. From Management, My Organization, select Preferences to establish database-wide preferences for your organization.

2. Under Blackbaud Support Access, select Edit Support Access Status to update Support's ability to access your database.

3. Select the Access enabled checkbox to turn on Support access.

4. In the Access Enabled Until field, the date the login expires displays. The date defaults to 7 days after you enable the log in. You can disable the login at any time by clearing the checkbox and saving your changes.

   Note: The maximum amount of time that Support access can remain enabled is 30 days.

5. Select Save.

Once Blackbaud Support access is enabled, a Support analyst can create a cloned user to access your database and troubleshoot issues. When Blackbaud Support Access has expired or been disabled, the cloned user will be removed from the database.

To view users' Blackbaud IDs in report format, the Blackbaud ID column has been added as an option for reports.

To add the Blackbaud ID column to your report, from Reports, Manage Reports, select a category to store your newly-created custom report or select the category your existing report is stored under. Select New Report to create a new report or select the report you wish to edit.

Under Report Columns, with Account Fields selected in the drop down, select the Blackbaud ID option to add it to your custom report.

Data merge tags enable you to merge data from specific fields in accounts or journal entries into documents or emails. When you generate letters or emails, the tag is replaced with the specific data from each entry in your query.

To add the Blackbaud ID data merge field to your communication template, from Communications, click Manage Communications. The Communication Categories page appears. To edit an existing template, select the template under its category. To add a template to an existing category, click the category name. To create a new category, under Tasks, click New Category.

From the Edit step of a new or existing template, select to edit the content of the communication template. On the Edit Contents screen, select Insert eTapestry Merge Value. The Merge Tags screen appears.

In the Category drop down menu, select Account Fields. In the Field drop down menu, select Blackbaud ID.

For more information on how to add fields to communication, see Data merge tags on TinyMCE HTML Editor.