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Permissions Required for Gift Sync
Permissions Required for Gift Sync

Gift Sync Permissions, Gift Sync, Security Group - Full Access, Fundraising Permissions.

Basudha Sakshyarika avatar
Written by Basudha Sakshyarika
Updated over a week ago

Required permissions for Gift Sync ⬇️

  • Fundraising Module Permission: Full Rights

  • Security Group Permission: Full Rights
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Set up required permissions for Gift Sync as follows πŸ‘‡

Fundraising Role

Step 1: Create a fundraising role

  • Follow the steps below on how to get it done:
    ​
    ​1. Navigate to https://app.blackbaud.com/marketplace/?svcid=paymt

    2. Select Security in the top menu bar. (If you do not see security in the menu bar using the previous link, try navigating to https://host.nxt.blackbaud.com/payments-api)

    3. Ensure you have a Fundraising role in place:

    • Under Raiser's Edge NXT roles, create a new role under Fundraising roles by clicking the plus sign +.

    • On the Create Fundraising role screen, enter a role name and description (Used for your reference).

    • The Copy Role option will appear if fundraising roles already exist. Further, this option can be left blank.

    • Mark all the permissions as shown in the screenshot above ☝️

    • Click Save at the bottom of the screen.

Step 2: Add a New Security Group

    • Note: Skip this step if you already have a security group that has Admin-level Full Access Security group permissions.

You may not find an Admin Group - Full Rights option. In that case, follow the below steps to add a new security group via database view πŸ‘ˆ

  • Open the Database view of Raiser's Edge.

  • Navigate to the Admin option from the Navigation bar as shown below πŸ‘‡

  • Navigate to the Security option under Administration and select New Group to create a new admin group.

  • On the pop-up box, add the Group name and Description as per your preference πŸ‘‡

  • Ensure you check all the boxes under Group Privileges and then save the changes.

Step 3: Grant Fundraising and Security Group - Full Access Permissions.

  • Navigate to the Users tab and select the user you who will be granted access πŸ‘‡

  • On the User details screen, select Manage roles.


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  • Select the newly created fundraising role from the Fundraising drop-down under the Raiser's Edge NXT section.

  • Select Edit > Create a new user option under Security groups and select the option that has the full/highest rights if permissions are yet to be grantedπŸ‘‡

  • Or select the Edit option if security group permissions have already been granted πŸ‘‡
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  • Select the option that has full rights and save the changesπŸ‘‡

The connected account on Almabase now has the required permissions for us to go ahead and sync gifts.

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