Blackbaud Merchant Services - how did you set up new users? (BBMS)

Heather MacKenzie

My org currently has one user in our BBMS account, the Admin one, and everyone who accesses BBMS just uses that one single account. With the new portal, since it's now tied to our BBID, what have you all done to get around that? Does everyone need to now be set up as their own user and tied to their own BBID? Also, how did you keep your Admin account?

Rachel Cavalier

Our Admin person linked the main account to their own BBID and then set up permissions in the Security bit of NXT for the rest of us - there is a section under the “Raiser's Edge NXT roles" called “Merchant Services roles.” I wondered the same thing when we got the emails about it initially!

Faith Murray

Ditto what Rachel said. Have your Supervisor link their account first and set up roles for everyone else in NXT settings. When you set up roles, be sure that you aren't giving all your staff access to security and settings. I found that I really appreciate being able to drill down access to specific user roles, so that only the people who are supposed to can issue refunds, etc.

Although, it will cause a bit of a hitch when loaning out our BBMS-linked ipads to other departments during events, as they don't have RE accounts… still have to set something up for that.

Donella Robb

Following; We have volunteer accounts set up BBMS for use with our iPads, and those users don't have BBID accounts or corporate email accounts; wondering about options for this going forward. In the legacy BBMS portal, users didn't need to have an email address, just a username (i.e. Volunteer1, Volunteer2) and password.

Angela Tuttle

Following!! We have and Admin (which I use) plus I have my own account (which I have not used in years) - ? my thought is to link the Admin Account to myself.