Manage Access to Create Advanced Lists by User (EAP)
Determine who can create advanced lists.
-
Schools participating in the early adopter program (EAP) can use a "sneaky link" url to access a new experience for managing basic and advanced lists. When you join the EAP, save the link to your browser's bookmarks.
A list of basic and advanced lists appears.
Note: Not in the EAP? See basic lists and advanced lists instead.
-
Select Manage access (above the list) and then Advanced user access.
-
A list of users with access appears. For each user, it indicates their security roles.
-
To remove a user's access, find them in the list and then select Delete (trash icon).
-
To add a user, enter their name in Search for users. Select the user from the results and then select + Add to users.
If multiple people have similar names, pay attention to their Blackbaud ID (username, email address) or grad year as you select users.
-
Select Save.
See Manage Basic and Advanced Lists.
Tip: You can also determine who can Run, Copy, Edit, or Manage specific lists. See Configure access for an advanced list by user for a specific list.