Manage linked accounts

Use Manage Linked Accounts to review and resolve connection issues between a Blackbaud ID and a funder-specific account.

  • A Blackbaud ID (BBID) is a single account used across Blackbaud solutions, including the Grantmaking core solution. In online application workflows, grantees use it to access Outcomes-enabled applications and progress updates in the Outcomes Grantee Portal.

    The Outcomes Grantee Portal is located at https://host.nxt.blackbaud.com/outcomes-portal.

    For more information on Blackbaud IDs, visit https://docs.blackbaud.com/bbid-docs.

  • A funder-specific account is the separate login used in a funder’s individual Grantee Portal.

    Funder-specific grantee portals are hosted at https://www.grantrequest.com/?sid_####, where #### is the funder's four-digit Grant Application Site ID.

    A grantee can have different funder-specific accounts for different funders, but each funder-specific account can be linked to only one Blackbaud ID at a time.

Note: The Manage Linked Accounts page is available in the Outcomes Grantee Portal, not in the Grantmaking core solution.

How Grantee Accounts Get Linked

When a grantee opens an Outcomes-enabled application from a funder-specific portal, the system redirects them to the Outcomes Grantee Portal and prompts them to sign in with a Blackbaud ID. Once they sign in, that Blackbaud ID becomes linked to the funder-specific account used to reach the application.

Transfer Accounts Within the Grantmaking Core Solution

Note: Before you transfer an Outcomes-enabled application from a Blackbaud ID to a funder-specific account, the funder-specific account must first be linked to a Blackbaud ID. The account owner can trigger that mapping by opening an Outcomes-enabled application form, even if they do not complete it.

Use one of the following approaches, depending on whether you need to transfer an entire account or a single request.

To transfer all application and reporting forms from one account to another:

  1. Sign in to the Grantmaking core solution with your Blackbaud ID.

  2. Go to Control Panel, Settings, Applications.

  3. Select Transfer account.

  4. Enter the Old email address for the account that currently owns the forms.

  5. Enter the New email address for the destination account.

  6. Select Save.

This method updates the associated email address for all applications and reporting forms tied to the account and is useful when ownership changes because of staffing turnover.

To transfer a single request record to a different user:

  1. Sign in to the Grantmaking core solution with your Blackbaud ID.

  2. Search for and open the request.

  3. Select Transfer grantee account or Create Grantee account.

Transfer Accounts from a Grantee Portal

Transfer options differ based on whether the application is in a funder-specific Grantee Portal or in the Outcomes Grantee Portal.

To transfer an application from a funder-specific account:

  1. Open the funder-specific Grantee Portal that hosts the application.

  2. Open the applications list.

  3. Select Transfer to new owner Transfer to new owner action in the Action column.

To transfer an application from the Outcomes Grantee Portal:

  1. Sign in to the Outcomes Grantee Portal with your Blackbaud ID.

  2. Go to Control Panel, Manage Groups, and create a group.

  3. Ask the applicant to locate the application in the Outcomes Grantee Portal.

  4. Select the menu button (...).

  5. Select Share with Group.

Warning: If an Outcomes-enabled application is assigned to a group, it cannot be transferred directly to an individual account. If group members cannot share the application with the correct user, contact Blackbaud Customer Support.

Unlink a Grantee Account

Use the following steps to unlink a funder-specific account from its Blackbaud ID.

Note: If needed, transfer any applications before you unlink the account.

  1. Open the Manage linked accounts page in the Outcomes Grantee Portal. Each linked account shows the funder name, email, site ID, applicant ID, and the total number of applications and requirements associated with it.

    Note: If Applications and requirements shows only 0 or 1, the account is often safe to unlink.

  2. Select the options button next to the account, then select Manage account.

  3. Sign in to the funder-specific portal at grantrequest.com with the funder-specific account and review any applications as needed. The URL includes the Site ID and Applicant ID shown on the linked accounts page.

  4. Return to the Outcomes Grantee Portal.

  5. Select the options button next to the account again, then select Unlink. Manage account menu options

After confirmation, the Blackbaud ID is no longer connected to that funder-specific account.

Account on This Organization's Website Is Already Linked to a Different Blackbaud ID

Error message: These accounts cannot be linked because your account on this organization's website is already linked to a different Blackbaud ID.

What it means: The user is signed in to a funder-specific portal and is opening an Outcomes-enabled application, but the funder-specific account is already linked to another Blackbaud ID.

What to do: Confirm whether the correct Blackbaud ID is linked to the funder-specific account.

  1. Open Control Panel, Manage Linked Accounts in the Outcomes Grantee Portal and review the list of funder-specific accounts linked to your Blackbaud ID.

    Warning: If the funder-specific account does not appear in the list, contact the funding organization and explain that the account is linked to a different Blackbaud ID. The funding organization will then work with Blackbaud Customer Support.

  2. If the account is listed and should be disconnected, use Unlink from the options menu. Manage account menu options

  3. Sign back in to the funder-specific portal and reopen the application form.

  4. When prompted, sign in with the correct Blackbaud ID.

After these steps, the accounts should relink correctly and the application should appear in the Outcomes Grantee Portal.

A Different Blackbaud ID Is Already Connected to an Account on This Web Site

Error message: These accounts cannot be linked because a different Blackbaud ID is already connected to an account on this organization's web site. Please sign in using the correct Blackbaud ID.

What it means: The Blackbaud ID being used is not the one currently linked to the funder-specific account.

What to do: The grantee should contact the funding organization and report that the funder-specific account is linked to another Blackbaud ID. The funding organization can then coordinate with Blackbaud Customer Support.