How to add a user to the Raiser's Edge
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A new user joins your organization and they need access to the Raiser's Edge? What do we need to do to get them access to the database?
The first step is to log into the Raiser's Edge with a username that has Supervisor rights. Once logged in, select Admin on the Navigation bar and then click Security.
In Security, you will notice that there is a center panel that includes a section for Groups and Users. This shows a list of all users and groups that exist in your database. We will want to add a new username by clicking the Add a new user button towards the top of this page. Once this is opened, we can start creating the user's profile.
In the User name field, enter the user's name. This will need to be unique in your database. The next step is to add a password, which can be done in Connection options. There are two options: RE7 Authentication and Windows Authentication.
Once the Connection options are set, we can select their Group Assignments. To give the user Supervisor rights (full access to the program), click the Supervisor rights checkbox. To limit access for the user, mark Selected group rights. The Member of and Not a member of boxes are enabled. Use the arrows to select group memberships for the user.
Confused by security groups? We’ll be posting another blog in the coming weeks on Security Groups and how they work – with some handy tips and tricks. In the meantime, check out our KnowledgeBase!
The first step is to log into the Raiser's Edge with a username that has Supervisor rights. Once logged in, select Admin on the Navigation bar and then click Security.
In Security, you will notice that there is a center panel that includes a section for Groups and Users. This shows a list of all users and groups that exist in your database. We will want to add a new username by clicking the Add a new user button towards the top of this page. Once this is opened, we can start creating the user's profile.
In the User name field, enter the user's name. This will need to be unique in your database. The next step is to add a password, which can be done in Connection options. There are two options: RE7 Authentication and Windows Authentication.
- RE7 Authentication requires a separate Raiser's Edge password to log into the database. This password needs to meet the minimum requirements. Both fields need to be identical.
- We can set up a user to log in without a password when they click on the Raiser’s Edge icon. Windows Authentication will base a user's access to the Raiser's Edge on their Windows Account. So, when the user log into their computer for the day, Windows information is used to automatically log the user into the program, so there is no need to remember a separate the Raiser's Edge password. Hosted by Blackbaud? Windows Authentication can still be used.
Once the Connection options are set, we can select their Group Assignments. To give the user Supervisor rights (full access to the program), click the Supervisor rights checkbox. To limit access for the user, mark Selected group rights. The Member of and Not a member of boxes are enabled. Use the arrows to select group memberships for the user.
Confused by security groups? We’ll be posting another blog in the coming weeks on Security Groups and how they work – with some handy tips and tricks. In the meantime, check out our KnowledgeBase!
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Raiser's Edge® Blog
09/30/2015 9:01pm EDT
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