How to create a new account with Altru

If you have been looking for a way to create an Altru Account for the Social Good Software application, then look no further. In this short tutorial, you will learn how to create an account with Altru. Just follow the steps listed below.

Why create a separate account?

  • Logging purposes – You can monitor what the account does.
  • Security purposes – You can keep a log of all actions inside of Altru.
  • Mitigate risk for a potential breach.
  • Keep credentials independent of staff members.
  • Reset passwords without having to require a user’s personal email.

How to create a new account with Altru

Before you get started with this guide please make sure you have an email NOT registered with Altru available for you to use.

Step 1: Create a new Account with Altru to use for Social Good Software

Login in to your Altru account to start the process of creating a new user. If you don’t have access to create new user accounts contact your Altru administrator.

Click on the Administration tab on the top navigation of Altru.

Click on “Administration”

Click on the Application users under the Administration section of Altru.

Click on “Application User”

Click on the “Add” button and you will get a dialog to create a new user account.

Click on the “Add” button

Give the account a name. We recommend SGS Application.

Type the email for the account.

NOTE: The email address needs to be an email address that you have access to. You can use a distribution list, a support email or simply create a new one.

Assign roles to the account

Step 2: Assign default Altru rules to the account

On the right-hand side, you will want to select two roles to add to the user.

  • Marketing Manager – System Role
  • Web Forms Administrator – System Role
Assign Roles to the user

NOTE: Altru by Blackbaud as of this writing does not allow you to define your own custom roles. You will have to contact your Account Executive and pay a fee to have Blackbaud define and create a role for you.

NOTE: If you have API level access to Altru we can create a role for you, just contact your Account Manager at Social Good Software and we can get a role defined for you.

Once you have given the account the right roles it’s time to click on the Send an Invite button.

Click on the “Send & Invite” button

Altru will send you an email to confirm the email address.

Altru Verification Email

Before you confirm the email address you will need to make sure you have verified your account. To verify your account you must first create it. Create the account and verify you own the email address.

Create your account with Altru

Next, verify you own the email address with a separate email from Altru.

Verify The Email Address

Once verified and created you are now ready to use those credentials with the Social Good Software application.

Grab your username and password and head over to the Social Good Software Admin area to set up your account for the first time.

Tips on managing your new account

  • Have an email not registered with Altru Available before you start this guide.
  • Altru requires you to change your password every six months. Make sure you comply with Altru and keep your passwords always up to date.
  • WARNING: You typically don’t want to assign the System Administrator role to this account. 
  • Don’t share your newly created account with anyone besides the SGS application.