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 link the user to a different one in the database view, select Manage roles. Under Security groups, select the X in search Icon to remove the database view user and then search for the one you need. After you save, the users link.

Note: If the database user is linked to another user, they won't appear in search results.

To view or edit a user's access in the database view, select Manage security. For more information, see Database View Security Groups.

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 related to the user and environment being viewed. The actions can include initiation actions, admin status changes, roles changes, name or email address changes. The two categories for actions:

  • 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.

User History Action Type Definitions and Operators
Action type Definition Operator
Admin status change A user was added or removed as an admin. Admin or user with admin rights
BBID name or email address changed A user's name and/or email address changed. Account owner
Duplicate user resolved A single sign-on user's Blackbaud ID was reset because the email address is already in use. Blackbaud Internal
Invitation canceled An invitation to add a user to an organization was canceled. Admin or user with admin rights
Invitation confirmed An invitation to add a user to an organization was accepted. Users no longer need to accept invitations, but the action still appears in the audit history for older invitations. Invitation recipient
Invitation re-sent An invitation to add a user to an organization was sent. Admin or user with admin rights
Invitation sent An invitation to add a user to an organization was sent. Admin or user with admin rights
Link to different legacy user name A link from a BBID user to a legacy user name was changed to a different legacy user name. Admin or user with admin rights
Link to legacy user name added A link from a BBID user to a legacy user name was established. Admin or user with admin rights
Link to legacy user name removed A link from a BBID user to a legacy user name was removed. Admin or user with admin rights
Role access updated Permissions were changed for the user's role. Admin or user with admin rights
SSO connection disabled The SSO connection for the user's organization was disabled. Admin or user with admin rights
SSO connection marked live The SSO connection for the user's organization was marked live. Admin or user with admin rights
SSO connection updated The SSO connection for the user's organization was updated. Admin or user with admin rights
User added A user was added to the organization. Admin or user with admin rights
User deleted A user was removed from the organization. Blackbaud Internal
User marked active A current user was marked active, restoring access to all Blackbaud solutions and products within the organization. Admin or user with admin rights
User marked inactive A current user was marked inactive, removing access to all Blackbaud solutions and products within the organization. Admin or user with admin rights
User record security roles changed A user's record-level security membership was added or removed. Admin or user with admin rights
User roles changed A user's roles changed. Admin or user with admin rights

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