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Inviting Altru Users To Blackbaud.com

A few weeks ago we talked about the importance of preparing your Site Administrators for Single Sign-On. After Single Sign-On is enabled, the login process will change and all users will enter their Blackbaud.com credentials to access Altru going forward. The Site Administrator is the person at your organization responsible for inviting and managing these users, so they play an essential role in this transition. 

Today, we want to dive into further detail around the invitation process and what it looks like to add a user through Blackbaud.com. This is something that can be done ahead of SSO being turned on, and we strongly recommend making sure all of your Altru users have Blackbaud.com logins in advance! While users can create a Blackbaud account without being invited by a site administrator (and link to their Altru account for single sign-on), they will not have full access to resources on blackbaud.com until a site administrator adds them to their organization account. This is why we recommend following the process below to invite the users directly.

When you invite a user through Blackbaud.com, this process adds them to Blackbaud's records as an authorized user at your organization. authorized user at your organization. As a Site Administrator, you can invite a user by following these steps:
 
1.   When logged into Blackbaud.com, click the drop-down arrow next to your name in the Omnibar located at the top of any Blackbaud web page. From there, click your email address to open your account. Then click View my account. 
2.   Under Organization users, click Invite User (only individuals with the site administrator role have the Invite User link).
3.   Enter the user's first name, last name, and email address and click Submit. 
4.   Mark the new user's main role and click Submit. Note: You can select only one role in this step. Once the user has confirmed the invitation and created the account, you can add additional roles. Also, this invitation process only works for users who do not already have a record in our system.
5.   At this point, the invitee and site administrator will receive an email with the following content: 
 
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Once this email is received, the user clicks the link in the email and is taken to a login screen where they will be able to create a new account. For more details on the rest of the process (from the new user's perspective), visit our KB article that includes the above steps and also continues on with the process of creating a new account.

For more information on Single Sign-On, check out our dedicated Single Sign-On tab within the Community to view past communications all in one place. 
Posted by Jillian Lewis on Aug 24, 2017 4:00 PM America/New_York

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