After the Session: Financial Edge and BBID, Getting Connected to your Solution
Another great session for the books! This topic comes up so frequently, and with so many different product lines involved, that it was worth doing again! I hope everyone found this session informative and a big THANK YOU to Eddie Barker for his work on the session.
Of those of you that attended, 60% have never had to set up a BBID and at the close of the session 86% said they understood the process better. Those are great numbers and a real testament to Eddie's knowledge and skill.
Don't miss the next part of the series Roles and Permissions: Giving Your Employees Access coming up on October 22nd at 11 am EST. We will review how to set up and manage user roles and permissions in Blackbaud Financial Edge NXT, so your employees can access the system even when they need to be remote. It's not to be missed!
Now on to our top questions!
Q: I need to set up a new user (I'm not admin). I have created the user in FE NXT and database view using his email. However, he doesn't have a BBID. Should he create it for himself? Or should I ask the admin to invite him?
A: First, only an admin can invite new users. We recommend you wait until the user is invited so that the BBID can be created and link to the organization.
Q: Our organization changed our company email addresses, does this effect our BBID?
A: It can if you ever need to recover or reset your password. Also since support cases are tied to BBID, in order to be properly notified, having up to date information is key. To change your email address, follow the instructions listed here.
Q: If someone leaves the organization, how can I make their BBID invalid?
A: The Organization Administrator at your organization can make a user Inactive so they are no longer able to log into blackbaud.com on behalf of your organization or access your solution. For instructions on how to make a user inactive, click here.
Another good resource to check out is the BBID FAQ Page.
Thank you to everyone that came to the session! We hope to see you again soon!
Of those of you that attended, 60% have never had to set up a BBID and at the close of the session 86% said they understood the process better. Those are great numbers and a real testament to Eddie's knowledge and skill.
Don't miss the next part of the series Roles and Permissions: Giving Your Employees Access coming up on October 22nd at 11 am EST. We will review how to set up and manage user roles and permissions in Blackbaud Financial Edge NXT, so your employees can access the system even when they need to be remote. It's not to be missed!
Now on to our top questions!
Q: I need to set up a new user (I'm not admin). I have created the user in FE NXT and database view using his email. However, he doesn't have a BBID. Should he create it for himself? Or should I ask the admin to invite him?
A: First, only an admin can invite new users. We recommend you wait until the user is invited so that the BBID can be created and link to the organization.
Q: Our organization changed our company email addresses, does this effect our BBID?
A: It can if you ever need to recover or reset your password. Also since support cases are tied to BBID, in order to be properly notified, having up to date information is key. To change your email address, follow the instructions listed here.
Q: If someone leaves the organization, how can I make their BBID invalid?
A: The Organization Administrator at your organization can make a user Inactive so they are no longer able to log into blackbaud.com on behalf of your organization or access your solution. For instructions on how to make a user inactive, click here.
Another good resource to check out is the BBID FAQ Page.
Thank you to everyone that came to the session! We hope to see you again soon!
2
Comments
-
It sounds like it was a great session - I'm sorry to have missed it. Is there a replay available on demand?0
-
Donella Robb the session will be posted to the Customer Success site soon, however Here is a direct link: https://event.on24.com/wcc/r/2611597/2F24B7AE71E84EA0AD057B4DC8D8D3280
Categories
- All Categories
- 6 Blackbaud Community Help
- 209 bbcon®
- 1.4K Blackbaud Altru®
- 395 Blackbaud Award Management™ and Blackbaud Stewardship Management™
- 1.1K Blackbaud CRM™ and Blackbaud Internet Solutions™
- 15 donorCentrics®
- 360 Blackbaud eTapestry®
- 2.5K Blackbaud Financial Edge NXT®
- 648 Blackbaud Grantmaking™
- 566 Blackbaud Education Management Solutions for Higher Education
- 3.2K Blackbaud Education Management Solutions for K-12 Schools
- 937 Blackbaud Luminate Online® and Blackbaud TeamRaiser®
- 84 JustGiving® from Blackbaud®
- 6.5K Blackbaud Raiser's Edge NXT®
- 3.7K SKY Developer
- 247 ResearchPoint™
- 118 Blackbaud Tuition Management™
- 165 Organizational Best Practices
- 239 The Tap (Just for Fun)
- 33 Blackbaud Community Challenges
- 31 PowerUp Challenges
- 3 (Open) PowerUp Challenge: Data Health
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Product Update Briefing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports+
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Email Marketing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Gift Management
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Event Management
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Home Page
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Query
- 782 Community News
- 2.9K Jobs Board
- 53 Blackbaud SKY® Reporting Announcements
- 47 Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)
- 19 Blackbaud CRM Product Advisory Group (BBCRM PAG)