Your organization's site administrators invite users to create Blackbaud.com logins, which adds them to Blackbaud's records as an authorized user at your organization.

Site administrators follow these steps to invite a user to create a Blackbaud.com login:

  1. When logged into Blackbaud.com, click the drop-down arrow next to your name at the top of any Blackbaud web page and click your email address to open your 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, by creating his account on blackbaud.com, you can add additional roles.
    • The invitation process only works for users who do not already have a record in our system.
    • If a user does not display under Manage Users > All Associated Users and the invitation process does not work, or was previously made inactive, please contact Support for assistance.
  5. The invitee and site administrator will receive the following email:
     blackbaud.com invitation email
    Note: If the invitation email is not received, refer to: Case emails and other blackbaud.com emails are not received

    Only the new user can complete the new user forms for the Omnibar Login Account and confirm his/her email address. Anyone else trying to complete these forms for the new user may corrupt their own login information and profile on blackbaud.com.

  6. The invitee clicks the link in the email and is taken the following screen to select the sign in type.  
    Note: We recommend using Sign in with Blackbaud even if you are using a Gmail account.User-added image
  7. After the invitee clicks the sign in type, he should click Sign up on the login screen to go to a form to create his blackbaud.com account (Omnibar account). 
    User-added image
  8. A confirmation screen appears after submitting the Blackbaud Account form to show the email address the confirmation email has been sent. 
    Note: If the confirmation email is not received, refer toI did not receive the confirmation or reset password email for blackbaud.com
    User-added image
  9. The invitee clicks the Confirm email button in the email.
    User-added image
  10. The invitee fills out the organization association record, which will create the record in our system and allow access to Support resources such as chat and Case Central.  Note: the Prefix field is required and a prefix must be selected.
    User-added image

    Note: Both the Blackbaud Account and organization association forms must be completed in order to access Support areas of blackbaud.com.
  11. Once the form is submitted, the user will be logged into blackbaud.com, 

Related Information: