Add an application user

From Administration, select Security. The Security page appears.

Select Application users. The Application Users page appears.

Select + Add.

Select + Add BBID users. The Add application users screen appears.

Warning: Although you can select an existing application user on the Add application users screen and assign new settings, this does not change the existing application user’s settings. All modifications to existing users must be done through the Edit application user screen, accessed by selecting the user you want to edit and clicking Edit on the Application Users page.

Enter the user name for each user to add.

Enter an email address for each user to Email invitation to.

In the Site column, select the site at your organization to assign each user. This is the default site for the user, so it will appear by default on records secured by site that the user adds. This site is also used to define “My site” and “My site’s branch” in filters. The user’s access to data is based on how site and constituent security permissions are established on the system roles to which the user belongs. For information, see Sites and Site Security and Constituent Security Groups.

To link the user to a content management system (CMS) user, select Add linked CMS user. This checkbox appears when you use Blackbaud Internet Solutions.

The CMS user column appears for you to link to an existing user or create a new one. To do this, select the search icon (magnifying glass).

1. To link to an existing CMS user, enter first name, last name, or user name information and select Search. The Constituent CMS User Search screen appears.

2. To map to a new CMS user, select + Add. The Add CMS User screen appears.

Select a Currency set.

Select Save & Invite. You return to the application user page. The user is invited to login with their Blackbaud ID.

Alternatively, select Save. The user does not receive an invitation. Provide the user with the information necessary to login.

Permissions and system access for the user are established when you add the user to a system role. For more information, see Assign Users to a System Role.

From Administration, select Security. The Security page appears.

Select Application users. The Application Users page appears.

Select + Add.

Select + Add AD users. The Add application users screen appears.

Warning: Although you can select an existing application user on the Add application users screen and assign new settings, this does not change the existing application user’s settings. All modifications to existing users must be done through the Edit application user screen, accessed by selecting the user you want to edit and clicking Edit on the Application Users page.

Enter the domain and user name for each user to add.

In the Site column, select the site at your organization to assign each user. This is the default site for the user, so it will appear by default on records secured by site that the user adds. This site is also used to define “My site” and “My site’s branch” in filters. The user’s access to data is based on how site and constituent security permissions are established on the system roles to which the user belongs. For information, see Sites and Site Security and Constituent Security Groups.

To link the user to a content management system (CMS) user, select Add linked CMS user. This checkbox appears when you use Blackbaud Internet Solutions.

The CMS user column appears for you to link to an existing user or create a new one. To do this, select the search icon (magnifying glass).

1. To link to an existing CMS user, enter first name, last name, or user name information and select Search. The Constituent CMS User Search screen appears.

2. To map to a new CMS user, select + Add. The Add CMS User screen appears.

3. To grant the new user rights to Users and Roles in Blackbaud Internet Solutions, select the checkbox. Next, enter login credentials for the new user and the additional information you want to include such as Email address and Last name.

   When you grant rights to Users and Roles, Blackbaud Internet Solutions tasks such as Email and Users & security appear when the user clicks Web.

   Tip: To honor CRM rights for linked users in Blackbaud Internet Solutions, select Enable CRM security for linked CMS users in Blackbaud Internet SolutionsAdministration. For example, if you select this checkbox and a user has CRM rights to the Annual Fund designation only, then that user can only access the Annual Fund designation in Blackbaud Internet Solutions.

4. To return to the Add application users screen, select Save.

Select Save. You return to the application user page. Permissions and system access for the user are established when you add the user to a system role. For more information, see Assign Users to a System Role.