User Details

When you select a user's name in the list of users from Control panel, Users, their email address and assigned security appears for you to review.

Note: When you make a user inactive or change the roles, and close the user profile, the user details on the Users page does not automatically get updated. You need to refresh the browser to view the latest changes for the user.

At the top of a user's profile, you can view their name and the email address used with their Blackbaud ID.

Tip: You can't update a user's name and email address from their profile. If a user signs in through Blackbaud's secure authentication service, they can manage their name and email address from their Blackbaud ID profile. If your church sets up single sign-on (SSO) for its Blackbaud IDs, your network administrator can manage users' name and email addresses through your identity provider.

Note: The name and email address on the user's details is the one used to accept the invitation, which may be different than the one originally used to send the invitation.

To make the user inactive, select Make inactive from the action bar. For more information, see Users.

To change roles for a user, select Manage roles. You can only assign one role per feature area.

When you edit a user to provide access to another feature area, they’ll have access to the area within several minutes without receiving and accepting another invitation.

Note: If you use multiple Blackbaud solutions, change the user's role for the feature area under its solution. If you're giving the user access to another solution for the first time, the user will have access within several minutes without receiving and accepting another invitation.

If you're removing access to a feature area and the user is logged in, it takes several minutes to automatically log the user out of the solution.

To link the user to a different one in Education Management, select Manage roles. Under Security groups, select the X in search to remove the Education Management user and then search for the one you need. After you save, the users link.

Note: If the Education Management user is linked to another user, they won't appear in search results.

To view or edit a user's access in Education Management, select Manage security. For more information, see Education Management Security Groups.

From Control panel, Users, select a user's name to view their details under Action history. Action history shows the most recent access-oriented actions related to the user and environment being viewed. The actions can include initiation actions, admin status changes, roles changes, name or email address changes. The two categories for actions:

  • Access changes - action affecting the user

  • Initiated actions - action performed by the user

Note: If the change was made by an internal Blackbaud process, the Actor on in the Access changes section shows “Blackbaud”.

Action Type Definition Operator
User Added A new user was added to the organization Organization Administrator, Environment Administrator, or Solution Administrator
User Deleted A current user was removed from the organization Blackbaud Internal
Admin Status Change A user was added or removed as an administrator Organization Administrator, Environment Administrator, or Solution Administrator
User roles changed A user's roles have changed Environment Administrator or Solution Administrator
Link to legacy user name added A link from a BBID user to a legacy user name has been established Environment Administrator or Solution Administrator
Link to legacy user name removed A link from a BBID user to a legacy user name has been removed Environment Administrator or Solution Administrator
BBID name or email address changed A user's name and/or email address has changed Organization Administrator, account owner
Invitation sent An invitation to add a new user to an organization has been sent Organization Administrator, Environment Administrator, or Solution Administrator
Invitation resent An invitation to add a new user to an organization has been sent Organization Administrator, Environment Administrator, or Solution Administrator
Invitation confirmed An invitation to add a new user to an organization has been accepted Any invitation recipient
Invitation cancelled An invitation to add a new user to an organization has been canceled Organization Administrator, Environment Administrator, or Solution Administrator
User Marked Active A current user was marked active, restoring access to all Blackbaud solutions and products within the organization Organization Administrator or Environment Administrator
User Marked Inactive A current user was marked inactive, removing access to all Blackbaud solutions and products within the organization Organization Administrator or Environment Administrator