In this beginner-level Bloomerang Basics class, learn about how to set up and maintain your Organizational Settings and Users sections to keep the integrity of your database strong. Learn about some new user permissions, two-factor authentication, adding and editing users to your database as well as NCOA processing. This session has been updated to cover some new updates to the settings area of your database as well as some new user permissions which can be helpful in controlling the depth of data that users can access. Learning Objectives: • Understand the functions available under Organizational Settings • Learn about how to manage your settings and user permissions and why this is important for the security and function of your database • Attend an optional Q&A session at the end of the session to further your learning!

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!

4. Organizational Settings and
NEW User Permissions

5. What will we
cover today?
From the left-side navigation bar, under Settings:
● Organization
a. Edit Details
b. Security
c. Database Export
d. NCOA
● Users
a. User list
b. Permission levels–Admin/Standard
c. Adding a user
d. Editing a user
e. Deactivating/Deleting a user
f. New user permission levels
g. BCC email function
h. Preferences

6. Edit your organizational details

7. Organizational name and phone number
Bloomerang uses
your contact
information in emails
and letters that you
create in
Bloomerang, and in
Bloomerang-hosted
forms.

8. Organizational email
Bloomerang sends
notification emails to
this email address when
someone fills out an
online form.
TIP: Use an email
address from your
website's domain. For
example, use
fundraiser@example.org
rather than a Gmail
email address.

9. Organizational website address and address
Add your physical
address. This field is
not optional.
Bloomerang
automatically adds your
website address to the
bottom of email
messages. This is an
optional field.

10. Organizational social media info
Enter your Facebook
page, Twitter handle,
and LinkedIn page.
Bloomerang uses this
information for social
media buttons on
Bloomerang-hosted
forms.

11. Organizational NTEE Code
The National Taxonomy of
Exempt Entities (NTEE) system is
used by the IRS and NCCS to
classify nonprofit organizations. It
is also used by the Foundation
Center to classify both grants
and grant recipients (typically
nonprofits or governments). It is
also used to indicate the type of
population served and "auspice"
codes to indicate religious or
governmental affiliation.
View a full list of codes here.
To check your NTWW code, use
Guidestar.

12. Organizational fiscal year start
By default, the fiscal year
begins January 1 and ends
December 31. If your fiscal
year does not start on January
1, you can change it in
Bloomerang.
Bloomerang uses your fiscal
year in reports, and to
calculate the Amount Raised
This Fiscal Year metric on the
Home page.

13. Two-factor
Authentication
For added security, we recommend that you turn on
two-factor authentication (2FA). This optional
security feature that adds an extra layer of
protection for your data. If you have Administrator
permissions, you can turn on two-factor
authentication.
After you turn on two-factor authentication, all of
your users must complete two separate
authentication steps to sign in:
● Enter a username and password
● Enter a verification code
You can also turn off two-factor authentication.

14. Two-factor Authentication
To sign in with two-factor authentication:
1. Enter your Username and Password.
2. Click Log In. Bloomerang emails you a verification
code from no-reply@bloomerang-mail.com. This
code is valid for a limited time.
3. If you don't receive the email:
a. Check your spam folder and filtered folders.
b. If you can't find the email, on the verification
screen, click Send Another. The new
verification code invalidates previous
verification codes.

15. Two-factor Authentication
1. On the two-factor authentication page, enter the
Verification Code. You can try to enter a
validation code up to six times. After the sixth
incorrect attempt, you are temporarily locked out
of your account.
2. (Optional) Click Trusted device. Don’t ask again
for 30 days. If you sign in from the same device
and browser, you don't have to enter a
verification code for 30 days. This option stores a
cookie on your device.

16. Database
Export
To export your data:
1. Click Settings .
2. Click Organization.
3. In the Database Export section, click Create New
Export. The export might several or more minutes to
finish.
Warning: Stay on this page while the export runs. If
you leave this page before export the finishes, you
must create a new export.
4. Click Download.
The DataExport-[date].zip file downloads to your
computer. Open the .ZIP file, which contains several
.CSV files.
Most of your data is exported. This data is not exported:
● Email and letter templates and their data
● Engagement scores
● Built-in interaction fields for Volunteer Activity and
Volunteer Hours
● Groups

17. NCOA
Processing
(National
Change of
Address)
● 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

18. Username rules
○ Unique across all Bloomerang
databases.
○ Letters and numbers with no
spaces.
○ Cannot be an email address.
○ Only the following can be used:
[ @ ^ $ . ! ` - # + ' ~ _ ]

19. Permission Levels

20. Admin User
Administrator users have full access to the
system and may:
● Access the main Settings section
● Customize the Donor Retention filters
● Access the Billing portal
● Access the Duplicate Constituents page
● Access Kindful Fundraising Tools
Administrators may also add new standard
users and change their permissions.

21. Standard Users
In the Bloomerang web application, Standard
users have these permissions:
● May add or edit constituents, transactions,
and reports
● May import data and bulk update transaction
campaigns, appeals, and funds
● May create and send emails and letters
● May switch between the default and custom
view of the Donor Retention wheel after
custom filters are set
● May access the Tweets and Mentions under
the Social Hub
● May access the Duplicate Constituents page
● Cannot access the main Settings section
● Cannot access Kindful Fundraising Tools

22. New User Permissions

23. What is the
change and
why did we
make it?
● The change: We are launching a
new user permission that will
prevent standard users from seeing
constituent’s giving information.
● Why we made it: The new user
permission allows you to give access
to more users without them being
able to see giving information. This
provides more security around
giving information.

24. New Standard
User access
levels
● View and edit all
● View only
● View and edit transactions created only by this
user
● No access
Areas:
● Home
● Reports
● Data tools
● Communications
○ Email
○ Letters
Edit information access:
● Constituents
● Reports

25. A board member can record their interactions

26. An intern can update constituent profiles

27. A volunteer can enter gifts

28. Into the database we
go!

29. Resources
Bloomerang Knowledgebase and Support Portal

30. 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?

31. 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!