Users

On the Users page, organization admins, solution admins, and users with 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.

To learn about feature areas, roles, and how a user's level of access is determined, see Role-based Security Overview.

  1. On the Users page, select Add user.

  2. Enter a name and email address.

  3. Under Security, assign roles for the feature areas that the user needs to access.

    1. In the solution list on the left side of the section, select the Blackbaud solution. Feature areas for that solution then appear on the right side of the section.

    2. For each feature area that the user needs to access, select the role that provides the correct level of access.

    3. If the user requires access to multiple solutions, select the other solutions and assign roles for feature areas as necessary.

  4. Also under Security, assign any admin rights that the user requires. For more information about the different admin types, see Admins Tasks.

    • To designate an organization admin with full rights to manage all organizational admin tasks, select Make organization admin.

    • To designate a solution admin with rights to manage a specific Blackbaud solution, select that solution on the left side of the section and then select Make solution admin.

    • To enable regular users to manage organizational admin tasks, select Blackbaud account management on the left side of the section and then select the necessary security roles. Or to grant solution-specific admin rights to manage users and roles, select the solution on the left side of the section and the appropriate security role under User management.

  5. Select Send invite to send an email invitation to create a Blackbaud ID.

    After the user accepts the invitation, it takes several minutes to process before they can begin working.

To edit a user's roles for the features areas in a Blackbaud solution, find the user on the Users page and select Manage roles from their menu. Then, under Security, assign roles for the feature areas that the user needs to access as well as any admin rights that the user requires. You can also remove access to feature areas or admin rights.

After you edit a user's roles, the user automatically gets access to the area within several minutes without receiving and accepting another invitation. This applies to feature areas that the user already has access to as well as feature areas in a solution they'll access for the first time.

Tip: You can't update the name or email address for users who authenticate through Blackbaud's secure authentication service. Users enter the name and email address when they create Blackbaud IDs, and while they can change those values on their Blackbaud ID profile, admins can't. However, if your organization uses single sign-on (SSO) to authenticate Blackbaud IDs, your network administrator can manage user names and email addresses through your identity provider.

To maintain a history of users for your organization, you can't delete users. You can only make them inactive. On the Users page, select Make inactive from their menu.

When you inactivate users:

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

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

  • They’re inactive for all Blackbaud solutions. You can't make users inactive for just one solution.

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

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

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

To make a user active, find the user on the Users page and select Make active from their menu. For example, you can do this when a user returns to your organization 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, previous roles are restored automatically to provide access to feature areas. However, you must edit the user and link them to their record in the database view again. For more information, see Database View 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 that 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 organization 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.