NetCommunity Options: NetCommunity Users
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1.
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From The Education Edge, click NetCommunity on the navigation bar. The NetCommunity page appears. |
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2.
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From the top right corner, click Options. The NetCommunity Options screen appears. |
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3.
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Select NetCommunity Users from the list on the left. The Add NetCommunity Users options appear on the right. |
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4.
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In the Add the following users to NetCommunity frame, select the checkbox for each type of record in The Education Edge to add as NetCommunity users. You can select Applicants, NetClassroom Individuals, NetClassroom Students, or FAWeb and NetClassroom Faculty/Staff. |
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5.
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In the Query name field, you can select a query containing the records to add as users. If you select Applicants, the query is required. For all other record types, the query is optional. If you leave the Query name field blank, the program imports all records of the selected type that have a user ID and password on their Bio 2 tabs. |
Note: When importing NetClassroom individuals, if an individual included in the query also has a Faculty Access for the Web account, the individual is excluded from the import.
Note: Blackbaud NetCommunity will not import any records included in a query that do not meet the processing requirements. For more information, see the Processing Summary section in Add Users from The Education Edge to Blackbaud NetCommunity.
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6.
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If you select Applicants, in the When generating User ID for applicants field, select the default format for creating user IDs. Select “last name first name,” “first name last name,” or “random characters.” If you select “last name first name” or “first name last name,” in the second field select how many characters to use. |
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In the Send email to type field, select the email type from The Education Edge to use for NetCommunity mailings, such as the Welcome message. For example, students may have a “School Email” and “Home Email” type on their records. |
Note: For more information about the Add Users utility, see Add Users from The Education Edge to Blackbaud NetCommunity.
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To send imported users an automated Welcome email, select an email template in the Use [ ] as the template to send a welcome email email to new users field. Only email templates with “Registered Users” selected in the Data Source field appear in the Email Template field. |
If you do not want to send a welcome email, select “<Do not send email>.”
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In the Generate a log in this directory field, browse to the folder save the import process log. The process log includes statistics such as the number of users added and updated, and how many failed to import. |
Select Append log to add process statistics to a saved log file each time the import runs. If you do not select this option, a new log file is created each time the import runs.
For more information about how to create email templates, see Templates.
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To save your changes, click OK on the NetCommunity Options screen. |