Please refer to the following steps depending on your user's situation:
- If the user does not have an existing Blackbaud ID associated with your organization AND does not have an existing RE7 account
- If the user has a Blackbaud ID associated with your organization BUT does not have an existing RE7 account
- If the user does not have a Blackbaud ID associated with your organization BUT does have an existing RE7 account
- If the user has a Blackbaud ID associated with your organization AND has an existing RE7 account
If your Control Panel>Security looks like this:
Complete the following steps to invite a new user without an existing RE username:
- In the Raiser's Edge NXT navigate to Control Panel>Security
- On Users tab click the + button (located in the top left-hand side of the screen)
- Type the user's email address in the Email address field
- Click Select group
- Select your desisred user group(s) to assign the user (NOTE: Supervisor rights = Supervisor users)
- Click Select
- Click Add user
- Have the user check their inbox for an invitation email that says, Welcome to Raiser's Edge NXT!
- In the invitation email, have the user click the Confirm email button
- Have the user follow the prompts to either sign into their existing Blackbaud.com account or create a new Blackbaud.com account
Complete the following steps to invite a user with an existing RE username:
- In the Raiser's Edge NXT navigate to Control Panel>Security
- Click on the Users tab (or the Needs invitation tab)
- Search for the RE username
- To the left of the Raiser's Edge account column, click the ellipses icon
- Click Send invitation
- Type the user's email address in the Email address field
- Click Send invitation
- Have the user check their inbox for an invitation email that says, Welcome to Raiser's Edge NXT!
- In the invitation email, have the user click the Confirm email button
- Have the user follow the prompts to either sign into their existing Blackbaud.com account or create a new Blackbaud.com account
If you need your Raiser's Edge NXT invitation resent or need to be invited to Raiser's Edge NXT:
Blackbaud is unable to send invitation emails on behalf of your organization. This must be completed by a user at your organization with Administrator access to Raiser's Edge NXT.
If no users at your organization have access to Raiser's Edge NXT and the Administrator user is no longer with your organization, please chat with an analyst.