New account set-up

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Anna Clougherty
Anna Clougherty
Eighth Anniversary
in Blackbaud Raiser's Edge NXT®: General Discussion
Hi, I just created a new account and need to added to my organization's record on www.blackbaud.com by my site administrator. Would you please give me the list of steps my administration needs to follow to make it done? Thank you.
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  • Kitty Scheetz
    Kitty Scheetz
    Tenth Anniversary Photogenic 5 Likes First Comment
    Hey there, Anna!

     
     
    1. When logged into Blackbaud.com, click the drop-down arrow next to your name at the top of any Blackbaud web page and click your email address to open your account.
    2. Under Organization users, click Invite User. Only individuals with the site administrator role have the Invite User link.
    3. Enter the user's first name, last name, and email address and click Submit.
    4. Mark the new user's main role and click Submit. 
      Note:
      • ​​You can select only one role in this step. Once the user has confirmed the invitation, by creating his account on blackbaud.com, you can add additional roles.
      • The invitation process only works for users who do not already have a record in our system.
    5. The invitee and site administrator will receive the following email:
      User-added image



    This can all be located in our Knowledgebase at the following link: https://kb.blackbaud.com/articles/Article/46340

    Our Knowledgebase is a super fast way to get answers to questions like these or get started on more complex processes!


    Have a great day!

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