Users and Organizational Settings_BLG Basics.pdf
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Users and Organizational Settings_BLG Basics.pdf
- 1. Welcome to Bloomerang Academy Thank you for joining us!
- 2. Ask questions Live Transcript Share ideas Housekeeping
- 3. Housekeeping We will share the slides and recording of this session with you via email later today. Dial in audio access: +1 669 900 6833 Any questions we are not able to answer live or in the Q&A will be addressed after the session via a follow-up. If you need further assistance, please reach out to support@bloomerang.com. Our support team is amazing!
- 5. What will we cover today? From the left-side navigation bar, under Settings: ● My Organization a. Edit Details b. Preferences c. Security d. Database Export e. NCOA f. API Keys ● Users a. User list b. Adding a user c. Editing a user d. Deactivating/Deleting a user
- 6. NTEE (National Taxonomy of Exempt Entities) Code HINT: This is the same NTEE code your organization uses for tax purposes. Ask your tax person!
- 7. Two-factor Authentication ● Will apply to all users, created by Admin ● You can complete 6 attempts before you are locked out ● Admin can turn it off by clicking Turn off button that will appear in the Security box
- 8. NCOA Processing ● Partnership with TrueGivers ● National Change of Address and Deceased information ● Can opt into getting other demographic information as well ● Free with subscription, but you must activate it ● Updates nightly
- 9. Username rules ○ Unique across all Bloomerang databases. ○ Letters and numbers with no spaces. ○ Cannot be an email address. ○ Only the following can be used: [ @ ^ $ . ! ` - # + ' ~ _ ]
- 10. Resources Bloomerang Knowledgebase and Support Portal
- 11. Resources Knowledgebase Users and Organizational Settings User Permissions Update Organizational Settings Trugivers NCOA Basics Add and Edit Users User Permissions Informational Article: HubSpot article: What is an API Key?
- 12. Thank you for attending! If you would like to attend our Q&A session, please stay with us. Visit our website to see more upcoming Bloomerang Academy webinars!