- In the Database view, grant Supervisor rights to at least one user
- In Control panel>Security.
- Send an invite to the Financial Edge username that we just granted Supervisor rights to and confirm receipt of the email.
- Disconnect the Blackbaud account from the Supervisor username by clicking the three dots by the Supervisor username.
- Select Disconnect accounts, and then click Disconnect accounts. This will disconnect the Blackbaud.com account from the Supervisor username.
- Accept the invitation to Financial Edge NXT from the username that was granted Supervisor rights and confirm the linking for the Blackbaud.com account and the username.
Connect and collaborate with fellow Blackbaud users.