Application Users

To manage the users who have permission to use ResearchPoint, you add and update them from the Application Users page. There is no limit to the number of application users you can have, so we recommend each user has individual access to the program.

When you add users, you assign them the system role or roles they need to perform their prospect research tasks.

Prospect Research – This is the main role in ResearchPoint. Assign prospect research to individuals who perform prospect research tasks. For example, the most important task of a prospect researcher is to confirm and reject results from a WealthPoint screen. If you have an individual who performs part-time research, such as a development officer, assign them this role.

Prospect Research Manager – Assign this administrator role to individuals who need the greatest level of access to functionality. This role builds on the prospect research role. To assign someone prospect research manager rights, you should also give them the prospect researcher role. Prospect research managers can add new users to the system and control user access.

Development Officer - View Only – As a view-only role, assign these rights to development officers who need to view ResearchPoint data. View-only enables development officers to search and review prospects and print prospect research reports. However, these users cannot add, edit, or delete content.

Development Officer - Advanced Rights – This role builds on the Development Officer - View Only role. Assign both these roles to users who need more than view-only rights, but not as much as a prospect researcher. Advanced Rights enables development officers to screen records and access a limited amount of add and edit rights, in addition to the view-only rights.

Email Services Administrator and Email Services User - A system role that comes with the program, but not necessary for you to use.

When you add and invite users to have access to ResearchPoint, they are also linking their ResearchPoint credentials to their Blackbaud single sign-on account. With this account, users can switch between ResearchPoint, Blackbaud.com website, and other single sign-on enabled products without having to log in and log out with different credentials. You only have one login credential to remember.

Note: Has your organization not upgraded to the Blackbaud Omnibar yet? Until your ResearchPoint site has been activated for single sign-on, you still need to add new users from Organizational Units. For information on how to manage application users without the Omnibar, see the Pre-SSO Manage Application Users in ResearchPoint guide.