User Details

When admins select a user name in the list of users, the email address and assigned security appear for review.

When admins make users inactive or change their roles, the details on the Users page are not automatically updated. Refresh the browser to view the latest changes.

At the top of a user profile, admins can view the name and the email address associated with a user's Blackbaud ID. The credentials may be different than the ones originally used to send the invitation.

Admins can't edit the name or email address for users who authenticate through Blackbaud's secure authentication service. Users enter their names and email addresses when they create Blackbaud IDs, and only they can change those values on their Blackbaud ID profiles. However, if your organization sets up single sign-on (SSO) ot authenticate Blackbaud IDs, your network administrator can manage user names and email addresses through your identity provider.

To adjust a user's level of access to feature areas in a Blackbaud solution, admins can select Manage roles from the action bar on the user profile. If you use multiple Blackbaud solutions, you can also provide access to a solution for the first time.

After you edit user roles, the user's access to feature areas and solutions is updated within several minutes without receiving another invitation. For more information about managing roles, see Edit user roles.

To prevent a user from accessing a Blackbaud solution, admins can select Remove solution access from the action bar on the user profile. This denies the user access to all feature areas in the solution and also removes all roles and any admin rights. For more information about removing solution access, see Remove solution access. Or to only remove access to some feature areas, see Edit user roles instead.

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

To delete a user's association with an organization, admins can select Delete from the action bar on the user profile. This deletes the user record and completely removes access to Blackbaud solutions, including any admin rights. Only the user's audit history remains, and you can't make the user active again. If you only need to make the user inactive or remove access to Blackbaud solutions, see User Details or Remove solution access instead.

On a user's profile, under Action history, admins can view the most recent access-oriented actions that are related to the user and the environment that is being viewed. This only applies to access-oriented actions, such as admin status changes, role changes, and name or email address changes. The two categories for actions are:

  • Access changes — displays actions affecting the user

  • Initiated actions — displays actions performed by the user

If an internal Blackbaud process makes a change, "Blackbaud" appears under Actor in the Access changes section.

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

Blackbaud encrypts and retains personally identifiable information (PII) at-rest to produce the services for user management, including:

  • Name

  • Email address

  • Legacy usernames in older Blackbaud solutions