Connecting a constituent record to an Altru User record is useful if that person's constituent record  has the Fundraiser constituency.  This way the fundraiser can take advantage of the My Fundraiser page to find out their upcoming prospect management tasks when they log into Altru. The data displayed on the 'My Fundraiser' page is specific to the user that logs into Altru.

There are some options to make this connection in Altru.

1: While setting up a new Application User record
Use this process if the constituent record is already created and you need connect the user record that your are creating to this existing constituent record.
  1. Start the standard process to create a new Altru user.  Click on 'Administration' in the main navigation and then click on 'Application Users' in the Administration group.
    User-added image
  2. Click on 'Add' to open the Add Application User window..
  3. Enter the name of the application user (typically it would be the same name of the constituent record).
  4. Enter the email address that is connected to this application user's Blackbaud.com account
  5. Select the various roles you want to assign to this application user.
  6. Use the Search function to find the constituent record in the 'Linked constituent' field.
  7. Use the 'Save & invite' to send the 
    User-added image

2: In the Application User Record for existing application user and existing constituent 
Use this process if both the application user and the constituent record are already created and you want to make the connection from the application user record. 
  1. Start the standard process to create a new Altru user.  Click on 'Administration' in the main navigation and then click on 'Application Users' in the Administration group.
    User-added image
  2.  Scroll down to the user record that you want to use and click on the expand icon and then click on 'Edit'.
    User-added image
  3. Use the search function in the window that opens to find the constituent record and then click 'Save'.
    User-added image
3: In the Constituent Record for an existing application user and existing constituent
Use this process if both the application user and the constituent record are already created and you want to make the connection from the constituent record.
  1. In the constituent's record click on  'Edit link to user' in the Tasks section.
    User-added image
  2. In the window that pops up change the radio button to "...is linked to:" and then search for the application user record in the search field. Click on 'Save' to complete the update.
    User-added image