Manage User Access for Basic and Advanced Lists in Bulk (EAP)

When several lists are relevant to the same people, you can grant the users access all at once instead of one list at a time. This saves time when staff changes or when you build a set of lists for a team.

Note: Bulk changes only add and update access to the selected lists. They don't remove existing access. To remove access, see Manage access for a specific basic or advanced list by user.

1. 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.

2. Select which Columns of data to show.

   Then Filter and sort the list.

   You can also search for specific lists.

3. Select the lists. To select all, use the option in the row of column headers.

   A count of the selected lists appears.

4. Select Manage user access.

5. Use Search for users to find each individual. 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.

   A count of the users appears.

6. Under Users, determine what each user can do with the selected lists.

   • Run to use the lists to generate results.

   • Copy to use the lists as inspiration for other lists.

   • Edit to view, edit, and save the lists.

   • Manage to grant other users and roles access to the lists, and to view, edit, save, and delete them.

   For each user, Roles indicates their security roles. Use it to check whether a role already grants them the access you intend.

7. To take a user out of the update before you save, select Delete.

   Any access they already have from before this update will remain.

8. Select Save.

   Users who already have access to one of the selected lists keep that access, updated with your selections. Users you added receive access to every selected list.

See Manage Basic and Advanced Lists.

Tip: To grant access to everyone in a role instead of to individuals, see Manage role access for basic and advanced lists in bulk.