Manage Your Users' Access to Help Resources

This post isn't specifically about Patron Edge, but it is a question that comes up on a weekly basis. The site administrator at your organization has the abiliy to add or remove access to the Blackbaud Support website. It's both easy and quick to do; here's the short version:

1. Click your name at the top right of any Blackbaud web page.
2. In the left nav bar under Organization Information, click Invite New User.
3. Enter the user's first name, last name, and email address.
4. Mark the new user's main role and click Submit to send an Invite Email to the user.
5. The user receives an invitation email, and you receive a copy for your records.
   • If he doesn't have a Blackbaud profile, he will click the link to create a new one.
   • If he has an existing Blackbaud profile, he can associate it with your organization by clicking your name at the top right of any Blackbaud web page and following these steps:
     1. Confirm Association with the new organization by clicking Submit.
     2. Enter the confirmation number from the invitation email and click Submit.
     3. Update any information on your Profile, such as phone number and email address.

Depending on your turnover, I recommend spending about 10 minutes once a month making sure that your new hires have access to the resources they need to do their job, and that those who are no longer with you don't have access to things like your support case history.