Security in the web view interface leverages the existing security settings defined in the database view. For example, the security groups you created in the database view appear in the web view interface. All of your database view users appear as well, however, you must register them before they become active users in the web view. To register these existing users, simply send and invitation to get the process started!
To view and manage the users and security groups set up in either the database view or web view, click Control Panel. From Security, you can use the tabs to view and manage users accounts, invitations, and security groups.
The Users tab displays all users in Financial Edge NXT, including those not yet active and who need invitations. For each user, you can view details about their Blackbaud account, invitation status, and security group. Use the following tabs to further manage your users and the invitation process:
Need invitation — This tab displays users of the database view who haven't yet received an invitation. You can send invitations or resend or cancel invitations that failed delivery.
Tip: To send multiple invitations at once, mark the checkboxes next to the names and select Send invitations. You can also mark the checkbox at the top of the list to select all users in the list at one time.
Awaiting response — This tab displays people who received an invitation but haven't yet responded. You can resend or cancel an invitation if needed. For example, maybe you inadvertently sent an invitation to the wrong email address or user, or perhaps the user never received the invitation email.
Registered — This tab displays only users who completed the invitation process, are assigned to a security group, and actively use the web view.
For information about how to manage user accounts, such as to send or cancel an invitation, see Users and Invitations.