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Security Guide to setting up groups and roles
I would love a guide that says if you need to give some one access to actions these boxes need to be checked and these roles. Same for gift processing something that would give a starting point for various common roles1
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Ability for Administrators to Reset Multifactor Login Access for NXT users
We recently ran into an issue where one of our NXT users was locked out of their account due to purchasing a new phone and not having their authenticator app codes backed up. They did not have the backup code saved off and we as account administra...0
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Easier way of adding a user
It just seems you have to and your new user has to jump through hoops to be a user. Can we not add them as the admin set up their security and just have them login and set up a password. Sending invites gets confusing to them.3
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Enable administrators to see all who are logged in and log them out individually or all at the same time.
Administrators should do some functions, per KnowledgeBase, with no one else logged in. But we can't see if anyone is logged in.0
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Make the system alert you when the password you have added does not meet criteria when changing password in BB hosting/citrix
We just spent over 30 minutes trying to reset passwords for the blackbaud hosting / citrix sign in. The system doesn't alert you when the password you are entering doesn't meet the criteria, so it will save it and when you try to log in and it tak...1
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Allow access by constituent code in NXT
We have given another team access to some data in NXT based on the assumption that security groups set up in database view would apply to NXT also. We want them to only see records with one particular constituent code - why is this different on NX...0
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'Gift Security by Fund' Limit or Include Funds by Query
'Gift Security by Fund' works well but I would like to be able to limit funds by a Query. We add new funds every week and certain groups are not allowed to see any of those funds. I have to manually change multiple security groups every week since...0
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Option to assign default action types to security groups without limiting viewing capability of other action types
It would be helpful to be able to assign a list of default action types to security groups or roles so only the action types applicable to them appear when they enter information. These users would still be able to view other action types on the r...0
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Required fields honored in RE NXT
Required fields from Raiser's Edge 7.96 do not sync with RE NXT. This would be helpful across the board, notably with opportunities, solicitor type, contact information.0
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Idea bank password - Not same as blackbaud password
I have found that I frequently have to use an old password for any type of posts in the idea bank when I assumed that my password would be the same as my blackbaud password, especially when I click on the "My Account" option from the community pag...3