Clone a User Account

You can clone a user to give another person access to your user account without sharing your login credentials. This can be helpful when you work with the eTapestry support team to troubleshoot an issue in your database so they can reproduce the problem and view exactly what you view.

Tip: To help troubleshoot a problem, Blackbaud Customer Support may ask you to clone your user so they can replicate the situation.

  1. From Management, select My User under Admin to access your user account settings.

  2. On the account's settings page, click Account Settings. The account's settings page appears.

  3. Click Clone This User. The Create Clone page appears.

  4. In the User section, the Invitation Email Address field appears. If an email address is provided on the account’s primary persona, the email address will default in this field. If no address is listed, or you want to enter another address, enter the address to send the user an invitation.

    This invitation will contain a link to create a Blackbaud ID to log in to eTapestry, or if the user already has a Blackbaud ID, they will be directed to log in. Users that already have eTapestry credentials will be directed to link their account to their Blackbaud ID.

  5. In the Security Group drop down menu, select the security group you wish to assign to the user.

  6. The Login Enabled Until field defaults to one week from today, but you can enter a different date. If you do not want the clone to expire, leave the field blank.

  7. The Time Zone field defaults to the time zone for the user you are cloning, but you can select a different one.

  8. If you are creating the clone for Blackbaud Customer Support to troubleshoot an issue, select Notify eTapestry Support. This automatically sends a notification to Support that you created the clone and it also includes the credentials.

  9. To save the new user, click Save And.