Group-based Security

Note: This content applies to users managed by security groups. If you instead manage a user's security by their roles, see Role-based Security Overview.

Security settings and groups configured in the database view also apply to users of the web view. To view and manage the users and security groups set up in either the database view or web view, select Control Panel. To register users of the database view to use the web view, simply send an invitation to get the process started! From Security, you can view and manage lists of users accounts, invitations, and security groups.

ClosedUsers

To get users started in the web view, you can simply send them an invitation! To view and manage all users in Raiser's Edge NXT, including those not yet active in the web view, select the Users list. For each user, you can view details about their Blackbaud account, invitation status, and security group. You can also select to view users based on their invitation status.

  • Need invitation — To view and manage only users of the database view who haven't yet received an invitation, such as because one wasn't yet sent or due to delivery failure, select this list. From this list, you can send invitations or resend or cancel invitations that failed delivery.

  • Awaiting response — To view and manage only people who received an invitation but haven't yet responded, select this list. From this list, you can resend or cancel an invitation.

  • Registered — To view only users who completed the invitation process, are assigned to a security group, and actively use the web view, select this list.

Tip: To open a user's constituent record, select their name in the Linked constituent column.

For information about how to manage user accounts, such as to send or cancel an invitation, see Users and Invitations.

ClosedSecurity groups

Security groups contain users who perform similar tasks and have similar needs. All users must belong to a group to become active. To view your security groups in the web view, select the Security groups list. For each group, you can view its name, number of users, and whether it can access Control Panel. For more information, see Security Groups.