In order for our services to interact with Altru, a service user will need to be created both in WordFly and in Altru. This service user is used for background or “offline” processing to send data back to Altru.
#1 // Set up a user in Altru
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In Altru, go to Administration > Application users
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Click the Add button
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Create a user, for example:
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Click Save & Invite
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At least one role must be selected in order to proceed.
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An email should arrive to confirm the email address. Click the link and follow the prompts.
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Log in to the Altru web client to confirm authentication
#2 // Set up a user in WordFly
This is required to provide access to the WordFly application. Learn more →
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In WordFly, log in as a user who has “Manage users” permissions
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Go to Account > Users page
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Click Add a new user
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Complete the new user form and select all permissions boxes
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Click the Save button to add the new user
- An email will be sent to the new user with login details. The email has the subject line Welcome to WordFly and the from/reply-to address is buzz@wordfly.com.
#3 // Authorize the Altru user in WordFly
After the WordFly User and Altru User are both set up, you can complete the user registration with WordFly. This one-time user authorization step is required to access to the API.
- Log in to the WordFly application with your WordFly user login credentials
- Set a new password and agree to the terms of use
- Click your name in the upper-right corner to access Your Profile
- Click the button to authorize with Altru
- Follow the prompts to authorize WordFly to access Blackbaud data. This step will take place on Blackbaud servers.
- Once authorized, the profile page will reflect that status
#4 // Select the Altru service user in WordFly
- After logging in, browse to Account > Altru
- Select an Altru service user from the dropdown
This user’s security permissions are used when performing background processing, e.g., sending constituent appeal responses back to Altru. - Click Save