Staff user management

Staff in Blackbaud Guided Fundraising are the people who set up, monitor, and manage your campaigns. Staff log in to the Staff Dashboard of Guided Fundraising.

To add and manage your staff users, navigate to Admin > User Management > Staff.

Note: You need to be an Administrator in Blackbaud Guided Fundraising to access the Staff portion of User Management. Manager and Supervisor users can only access the Agent portion of User Management.

To add a Staff user, navigate to Admin > User Management > Staff and select the "+ Add User" button. To add a user, you will need to provide their Email address, and assign them a Role. The user's Role will determine which features they have access to. You can choose from one of the following roles:

  • Administrator: Has access to everything

  • Manager: Has access to everything, except the ability to connect a payment processor, and Staff User Management (but still has access to Agent User Management)

  • Supervisor: Only has access to Analytics and Agent User Management

After you have entered the email address and selected a role, select the Add User button in the dialog. This will send an email to the address you provided, inviting the user to Blackbaud Guided Fundraising. The email will contain a login link for the user to accept the invitation. Guided Fundraising uses Blackbaud ID for sign in. If the user already has a Blackbaud ID, they will just need to sign in with their existing login credentials. If they do not yet have a Blackbaud ID, they will need to create one.

Note: The email address you enter when you add a user must match the email address associated with their Blackbaud ID. If you need to try a different email address, add a new user and uninvite the user you previously added.

Uninviting a User

If you have added a user, but they have not yet logged in to activate their account, their Status will display as Invited. If that user no longer needs access, or you entered the wrong email address, you can uninvite the user by selecting the Uninvite link to the right of their row in the user table.

To change a user's role, select the Edit link to the right of the user's row in the user table.

To deactivate a user, select the Deactivate link to the right of a user's row in the user table. If a user has not yet logged in and activated their account, you will see an Uninvite link instead of a Deactivate link. Selecting Uninvite will also deactivate the user's account.

To reactivate a user who previously had an account that is now deactivated, select the Activate link to the right of their row in the user table.