Add a Proxy User

Blackbaud CRM users with the necessary permissions can add, edit, and delete proxy users, as well as manage personal access tokens.

1. To add or manage proxy users, go to Administration, Security, and then Application users. A list of users appears.

   Tip: Search or Filter the list to find a specific user.

2. Select which Columns of data to show. Select to show Is proxy and Proxy user owner.

3. Select +Add proxy user.

4. Enter a name for the proxy user. Give the proxy user a name that's unique across every environment on the same SQL Server Reporting Services (SSRS) server. We recommend you add the environment to the name, such as j.smith_test.

   Don't use @ or \ in the name. A name with that format would look like an email address or Windows account. It would cause SSRS to treat the name as a different type of sign in, such as domain\username.

   Note: Don't rename a proxy user. SSRS stores permissions by name, so a renamed proxy user leaves the old name's permissions behind.

5. Select Save.

   By default, the new proxy user inherits the same system roles and permissions as the user who created them. You can edit these by editing the proxy user record.

   To sign in from Report Builder, the proxy user also needs a report role that includes Report Builder rights, such as ReportBuilders. For the list of roles, see Manage Proxy Users.