Manage Users

In Manage Users, you can add new site users and edit user information, including their Blackbaud ID (BBID) email address. New users will need a Blackbaud ID to log into the system.

With Blackbaud ID, users at your school can access your Blackbaud products and services, including the suite of education management solutions, Financial Edge NXT, and more — with a single email address and password.

Note: Blackbaud ID does not currently affect the Parent login experience for Financial Aid Management.

In Settings > Manage Users, users are displayed in a list format that includes their Invitation status:

  • Registered: the user logs in with Blackbaud ID.

  • Awaiting Response: the user has been invited to log in with BBID, but has not signed in with it yet.

  • Unregistered: the user logs in with a legacy username and password or does not log in at all.

Note: Parents and Students cannot be added through Manage Users, but their user information can be edited.

  1. Select Settings > Manage Users > + Add new user.

  2. Enter the following:

    • First Name

    • Last Name

    • Blackbaud Id email

  3. Under Access role, select the role for the access level the user should have.

    • Advanced School User: access to everything in the system.

    • School User: access to most of the system with the exception of a few options in Families and Settings.

    • Read Only: cannot access most sections and cannot make any changes.

    Tip: For more information on Access roles, see BBFAM School User Role Access.

  4. Under Limit access to the following school, select the school the user should have access to.

  5. Mark Receive notifications if the user should receive notifications.

  6. Select Save and send invitation.

Once you select Save and send invitation, the user can accept the invitation to create their new BBID account or link their existing BBID account to their Financial Aid Management user. For more information on accepting the invitation, see Accept Financial Aid Management Invitation.

Tip: A user's Blackbaud ID email must be unique to the user. Multiple users cannot share a Blackbaud ID email.

  1. Select Settings > Manage Users.

  2. To refine the list of users, select Filters to limit the results by Active users, Roles, User Status, or Last Login date. Select Apply.

  3. To edit a user, select the context menu > Edit user.

  4. You can edit the following information:

    • Active status

    • First name

    • Last name

    • Phone

    • Blackbaud ID email: To edit a user's Blackbaud ID email, you must first select Disconnect email.

    • Access role

    • Limit access to the following school

    • Receive Notifications: select if the user should receive notifications.

  5. Select Save when finished.

A user may occasionally need to change their Blackbaud ID email. You can disconnect the user's email from their account and invite them to sign in with their new email address.

  1. Select Settings > Manage Users.

  2. Find the user in the list and select the context menu > Edit user.

  3. Select Disconnect email.

  4. Select Confirm to disconnect the email.

  5. Enter the user's new Blackbaud ID email.

  6. Select Send invitation. The user can accept the invitation and create a Blackbaud ID account with their new email address to access Financial Aid Management.

A user invited to connect to Financial Aid Management will be in "Awaiting Response" status and their email invitation will expire after 30 days. If a user's invitation has expired or they cannot locate it, you can resend the invitation.

  1. In Manage Users, select the context menu next to the user's name.

  2. Select Resend email invitation.

    Tip: Resend email invitation is only available for users in "Awaiting Response" status.

You can view the Invitation sent date by selecting the context menu > Edit user.

If a user no longer needs to access Financial Aid Management, set their status to Inactive.

  1. Select Settings > Manage Users and find the user in the list

  2. Select the context menu next to the user's name > Edit user.

  3. Toggle Active to Inactive.

  4. Select Save.