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Creating a New Blackbaud User

To set up a new user in Blackbaud:

  1. Go to Core / Users, and click Add New User.
  2. Fill in the required fields: First Name, Last Name, and Username.
  3. Open the newly created user to edit them.
  4. Go to the Access tab and select Role Membership.
  5. Select the appropriate roles — e.g., PickAtime Manager, Platform Manager — then click Save.