Let's Talk About Site Administrators
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The Site Administrator role is one of the most important parts of Blackbaud.com, providing a means for you to update Blackbaud about all sorts of changes within your organization at the touch of a button.
What can a site administrator do on blackbaud.com?
The answer is "quite a lot." Here's a short list from the Knowledgebase that applies to every site administrator, regardless of what Blackbaud solutions you have:
How do I change user roles in Blackbaud's records?
The process is actually pretty easy! Just log into Blackbaud.com, go to My Blackbaud, click Manage Roles, then click Manage Roles next to the name of the user to get a checkbox menu where you can make the necessary changes and click Submit Roles. If you're not the site administrator, then a request will be sent to your site administrator to approve or decline the change. If you are the site administrator, then that's it.
How do I find my organization's site administrators?
This is also pretty easy if you're already associated with an organization. From My Blackbaud, click Manage Roles, then View Profile on the left. At the very bottom of the View Profile screen, you'll see a list of all your organization's site administrators.
I need to become a site administrator
The easiest way to become a site administrator is to request the role. Blackbaud recommends having at least one site administrator and organizations are free to designate the role as appropriate to multiple users. If the site administrator on record is no longer with your organization, the above-linked Knowledgebase article has instructions on how to submit a request for the change.
Have any questions? Your Customer Success Manager can help. If you don't know who your Customer Success Manager is, feel free to reach out to me and I'll get you in contact with them.
-Brent
What can a site administrator do on blackbaud.com?
The answer is "quite a lot." Here's a short list from the Knowledgebase that applies to every site administrator, regardless of what Blackbaud solutions you have:
- Invite new users to create Blackbaud.com logins on behalf of your organization
- Remove users from your organization at blackbaud.com
- Ensure user roles are correct for your users
- Approve/Deny user role requests by your users
- Update your organization's address in Blackbaud's records
How do I change user roles in Blackbaud's records?
The process is actually pretty easy! Just log into Blackbaud.com, go to My Blackbaud, click Manage Roles, then click Manage Roles next to the name of the user to get a checkbox menu where you can make the necessary changes and click Submit Roles. If you're not the site administrator, then a request will be sent to your site administrator to approve or decline the change. If you are the site administrator, then that's it.
How do I find my organization's site administrators?
This is also pretty easy if you're already associated with an organization. From My Blackbaud, click Manage Roles, then View Profile on the left. At the very bottom of the View Profile screen, you'll see a list of all your organization's site administrators.
I need to become a site administrator
The easiest way to become a site administrator is to request the role. Blackbaud recommends having at least one site administrator and organizations are free to designate the role as appropriate to multiple users. If the site administrator on record is no longer with your organization, the above-linked Knowledgebase article has instructions on how to submit a request for the change.
Have any questions? Your Customer Success Manager can help. If you don't know who your Customer Success Manager is, feel free to reach out to me and I'll get you in contact with them.
-Brent
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ARCHIVED | Blackbaud Grantmaking™ Tips and Tricks
09/13/2017 4:57pm EDT
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Apologies for the delayed response - there are no notifications that come over on blog comments. It's important to note that users you have for your software solution should have a separate set of credentials for Blackbaud.com. If you're not seeing users you would expect in your organization's Blackbaud.com profile, I would recommend inviting them using these instructions: https://kb.blackbaud.com/articles/Article/46340
-Brent