Connect WordFly to Altru // Set up service user

In order for our services to interact with Altru, your environment admin will need to connect the app from the Blackbaud Marketplace. Then, a service user will need to be authorized and selected in WordFly. This service user is used for background or “offline” processing to send data back to Altru.

#1 // Connect WordFly application to your Altru environment

An Altru environment admin must complete this step. You are an environment admin if you see the Manage page in the Blackbaud Marketplace menu or if you see the Connect button in the WordFly app detail page. Learn more

1. Open the WordFly app page in the Marketplace

2. Click the Connect button

#2 // Authorize an Altru user in WordFly

This step is required in order to import data from Altru. For set up purposes, you only need to authorize one person. After set up, if more users will be using WordFly, each person will need to be authorized.

1. Log in to WordFly with your WordFly login credentials.
   If needed, ask your Account Owner to add a new user.
   
   
2. Set a new password and agree to the terms of use
   
   
3. In the upper-right corner, click your name to access Your Profile
   
   
   
   
4. In the Altru Integration section, click the button to start the authorization
   
   
   
   
5. Follow the prompts to authorize WordFly to access Blackbaud data. This step will take place on Blackbaud servers.
   
   
6. Once authorized, the profile page will reflect that status
   
   

#3 // Select the Altru service user in WordFly

The service user’s security permissions are used when performing background processing, i.e., sending constituent appeal responses back to Altru.

1. After logging in, click on Account
   
   

   

2. Browse to the Altru Integration page
   
   
3. Select an Altru service user from the dropdown
   
   
   

   It may appear that one is already selected. Double-check by selecting a service user and clicking Save.

4. Click Save