seuy1045

I am going to keep coming back here every time I have a problem with this. Email invites categorically suck.

You use an invite when you have anonymous people signing up, and you want to prove that the person actually owns the email address. Fine. But if you're someone with the rights to invite a person to NXT, then... surely... you're not going to bother wasting your time inviting someone who can't log in. The email invite process just adds unnecessary complexity to the process.

Today, I'm waiting for an email invite to arrive, a day after I asked for it. I could create the user and hand it to them, knowing that their email is correct because I just created it, knowing that if they SSO with their Office 365 account that it just needs to match what I put in, right now, but I have to wait and/or contact support because of this unnecessary step. I get it when it applies to people creating their own account on the login screen, but please dispense with it for accounts created using the admin console.

And

Please

Read

These

Forums.

Please! I have to now add 30 new users before they arrive at work, and I have to add myself to their mailbox, accept the invite (making sure to have signed out of my own account or I end up breaking my admin account and attaching it to the new user's email), signing in with their Office 365 password to accept the invite... it should take me 5 minutes to create these users, not a day.

We have SSO with Office 365 so it really should be as simple as telling NXT - if this person ever logs in with this 365 account, this is what their rights should be. Invite-based stuff is fine when there's some doubt that the email address at the other end exists - so if you are open to the general public and are worried about spoofing/fake accounts. But if you are the admin and you have created the email addresses that day it's silly to make us invite them all and confirm them all.

It is a lot better than it used to be, but invite-based is unnecessary.

I just realised that the last comment on the list is my own. Please, it's killing us! Or give us a bulk addition tool!

Please fix this, it's the major issue in the whole system. I can't see a reason why it needs to be invite-based at all. I am the admin, I have to do this multiple times a month, why can I not just create a user and give them their password? Currently, I am in a situation where my invite process is not linking people properly, so I can't create new users at all. As I am on SKY hosting, there's not even a separate login process to get to DB view - if they can't get into NXT, that's it. I can't create any new users at all.

I can't just tell every new user to click on the next email for me and then I'll get back to them to do the next step. I need to be able to create all new user accounts myself, without the risk that my own admin account might get accidentally linked to someone else (this has really happened!) or have to create and recreate accounts when they don't link properly. Now i have users that I can't give accounts to at all because it just won't link. This has been a couple of months now.

This is still a problem now. 3 years later. It's a disaster. I have just created 7 users, except only one of them worked. I should be able to invite a brand new NXT user and have everything else happen behind the scenes. 

The whole Citrix interface is cumbersome and not user friendly. I log into countless PCI compliant websites and interfaces weekly that don't require the double login, including several large banks. There is something inherently broken with the 3 party process of MicroSoft, Citrix, Blackbaud that causes continuous problems and user delays. Please fix this. Either MS AD is satisfactory or not but the duplicate process is driving my team nuts.

I agree. First, the wording on the profile setup needs to emphasize that you must submit it to completely set up your account so the administrator can issue an RE NXT invite.  Second, the verbiage on the invite needs to be clearer that new users are creating an account.  Third, when users accept the invite you need to remind them to close the original window before clicking on the confirmation or it doesn't accept their confirmation always. If you clarified these steps at least this complex process would become more error free. But overall I agree that the process needs to changed to grant users quicker access with less troubleshooting on the part of an administrator.

Not to mention that we have the difficulty of links in emails only being valid for 24 hours making it even more difficult to get them onto NXT

Yes please. We've recently set up quite a few new users and each one has been problematic. Numerous log in creations for Blackbaud, for Citrix, and with RE itself, and for NXT. We really need to be able to set people up quickly and simply without a mass of autogenerated emails, password changes, etc. Ideally I would like to be able to set each user up across the board, check it's all working myself,  and then be able to send them one email with the hyperlinks for ctrix, blackbaud and NXT containing their passwords with a recommendation to change them.  

Oh my goodness, YES!

There is actually 2 distinct issues here.

1. The too-many-steps, multiple account creation process.
2. Too little admin control (e.g. not being able to set credentials)

The 2nd issue makes the process continue to be difficult. For example, I have a user that is now having trouble logging into RENXT. My only option is to coordinate a time to sit down with them and walk thru everything trying to identify where the problem is and get them into renxt. With very busy people, this—less urgent—task always gets pushed off.

If I could reset their credentials, I could test logging in as them. Then, all I have to do is send them the correct url and their credentials. BAM—done! Then, if they still have problems, I know it is something only on their end and can trouble shoot their system. Of course, chances are they just forget where to go and/or their credentials, so the issue would have been resolved weeks ago.

And now I've got the task of setting up a RE Username for a volunteer.  Who will not have an email address at the organization.  So I'm using a dummy email to set up a dummy BB.com account, to be able to set up her RE Username so she can work in RE:NXT.  Frustrating.  Multiple steps still that are confusing and create a lengthy process.  Would probably be easier to have her just work in RE:7.

If I could, I'd cast 10k more votes for this idea.

I would like to see a system where as the DBA, I can go into the Control Panel, and instead of sending an invitation, activate their NXT access.  NXT should then send one single email to the user, containing a link directly to the dedicated sign-in page for NXT (or Omnibar) and a second link directly to the Support/Knowledgebase section of BB.com.  Click on the first link, sign in using the email address where you just received the link, and you're in!

Another handy thing would be to have your username for BB Citrix autofill when you click the Database View button in NXT.  Expedite signing in from one to the other and you'll have more folks actually doing it.

When you invite a user to NXT, it sends them an email, which takes them to a sign in page, but theyare not users already, so you have to click on forgot password and put your email in, it then sends an email, which you click the link there, this then gives you the option to create a profile, where they fill in first name, surname, etc, makes them put in a password (which may or may not be the same as Citrix), then they have to click on which user profile they want to use (which is the one with their name and email not just their name, but it doesnt show that you have clicked it, then press continue and only then will it take them to the welcome screen.  Given all these users have Citrix accounts and it links to those why cant it use the citrix log in to sign in?

Would love some more examples of what you're going through to see how we can continue to tighten this process up for you! Thanks! 

I had most of our RE users get together in our Tech Center (room with 10 computers and a presenter computer with projector).  We spent the first 25 minutes (would have been longer had one of our IT staff not elected to come) getting everyone signed in to NXT.  I even waited to send the invites so that no one would be tempted to try on their own or lose the email in their inbox.  But it took 25 minutes times the 6 staff in the room.  Then I had to work with our CEO's assistant to get him set up (she knows all of his passwords and has access to his email).  But it could have been a lot easier and I could have used those 25 minutes doing more orientation of the system instead of multiple setup steps that will never (hopefully) need to be repeated.