Ali CRM Constituent Record Access:
Request, Approval and Training Process

University partners who interact with donors, alumni and friends of the University of Nebraska, or those who schedule events, should be using Ali CRM. Development staff are invited to help identify key contacts at each college that should have Ali CRM constituent access, though university partners may request access independently. All university users will be confirmed by their assigned development officer before gaining access.

Request and Approval Process for Ali CRM:

User Requests Access

Use the link provided to request access. Please explain the prospective user’s role and how they will use Ali CRM.

Foundation’s Security Approval

The foundation’s security officer approves or denies the new user request. By HIPAA requirements, not all university staff may be granted access to Ali CRM.

  • The confirmation process includes several steps:
    • There must be proof the user works directly with donors, alumni and friends of the University of Nebraska.
  • The user’s role must show a job-related need to know constituent data.
  • Once these requirements are met, the user identity will be verified.

Privacy and Confidentiality Training and Acknowledgment

The university partner receives an email link to the online HIPAA and security training.

The university partner must complete the online training and submit the online acknowledgment.

  • The training takes approximately 20 minutes to complete and is available on-demand from any web-enabled device.

User Approval and Ali CRM Account Creation

  • The foundation’s service desk team will set up a new Ali CRM user account.
  • A secure email containing the user’s foundation credentials will be sent (from servicedesk@nufoundation.org) within two weeks from the date of HIPAA acknowledgment completion.
  • Foundation credentials are different from university work email credentials.
  • Passwords expire every 90 days. Learn more about the Password reset feature.

Training

After the HIPAA acknowledgment is received by the foundation, the Ali CRM trainer will reach out to the new user to set up training.

  • Training will be face-to-face at one of the foundation offices. This will help ensure the Ali CRM team understands the users’ specific needs and answers their questions.
  • Ali CRM Fundamentals 101 is a three-hour, classroom-style training held in one of the foundation offices (Kearney, Omaha or Lincoln) and covers:
    • navigation;
    • searching for and viewing constituent records;
    • entering interactions (1:1 personalized constituent contacts, such as phone, letter, email, tour or meeting); and
    • viewing events.
  • Ali CRM Events Management 210 is a three-hour, classroom-style “deep-dive” training held for event planning professionals.
  • Contact training@nufoundation.org with any questions related to training and reference materials, including the eLearning modules and Ali CRM Training Materials Library.
  • Each Ali CRM user is required to complete an annual HIPAA privacy, confidentiality and security training module and online acknowledgment. Failure to complete this requirement results in a deactivation of access to Ali CRM.