Users And Invitations: Get People Into Financial Edge NXT

Justin Ward

Here are some tips to help you get everyone in your organization into the application!



From Control Panel, system admins can easily send invitations to get people at your organization into Financial Edge NXT. They can also disconnect accounts as necessary to block access (or just fix incorrectly configured users).



To get someone who already uses the database view into the web view, simply select Send invitation from their menu in the Users or Need invitation list, enter their email address, and select Send invitation. To send multiple invitations at once, select the recipients in the list and then select Send invitations. These users will receive an email invitation they must confirm to log into Financial Edge NXT and automatically have the same security groups as they have in the database view.



To send a duplicate invitation, such as if the email delivery fails or the recipient can't find their invitation, select Send another invitation from the user's menu in the Users or Awaiting response list, edit the email address if necessary, and select Send invitation.



To cancel an invitation, such as if you inadvertently send one to the wrong email address or user, select Cancel invitation from the recipient's menu in the Users or Awaiting response list and then select Cancel invitation.



To disconnect a Financial Edge account from its Blackbaud account, such as if you mistakenly link incorrect accounts or need to block the user's access to data in Financial Edge NXT, select Disconnect accounts from the user's menu in the Users or Registered list. When you disconnect accounts, the Blackbaud account holder can't access data available to the Financial Edge account, and their status changes to Not yet invited.



This short video walks you through the invitation process and discusses each tab in Control Panel.