If your Control Panel>Security looks like this:


Please refer to the following steps depending on your user's situation:
If your Control Panel>Security looks like this:
  1. Invite (add) the user to Blackbaud.com (NOTE: This step must be completed before proceeding. This step is successful if the user can login here, click on My Blackbaud, and see their name and organization at the top of the page.)
  2. Complete the following steps to invite the user to Raiser's Edge NXT, depending on the user's scenario:
    1. User does not have an existing RE username:
      1. In the Raiser's Edge NXT navigate to Control Panel>Security
      2. On Users tab click the + button (located in the top left-hand side of the screen)
      3. Type the user's email address in the Email address field
      4. Click Select group
      5. Select your desisred user group(s) to assign the user (NOTE: Supervisor rights = Supervisor users)
      6. Click Select
      7. Click Add user
      8. Have the user check their inbox for an invitation email that says, Welcome to Raiser's Edge NXT!
      9. In the invitation email, have the user click the Confirm email button
      10. Have the user follow the prompts to either sign into their existing Blackbaud.com account or create a new Blackbaud.com account
    2. User has an existing RE username:
      1. In the Raiser's Edge NXT navigate to Control Panel>Security
      2. Click on the Users tab (or the Needs invitation tab)
      3. Search for the RE username
      4. To the left of the Raiser's Edge account column, click the ellipses icon
      5. Click Send invitation
      6. Type the user's email address in the Email address field
      7. Click Send invitation
      8. Have the user check their inbox for an invitation email that says, Welcome to Raiser's Edge NXT!
      9. In the invitation email, have the user click the Confirm email button
      10. Have the user follow the prompts to either sign into their existing Blackbaud.com account or create a new Blackbaud.com account