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. Note: this approval process does not apply to users with only access to foundation-held funds in NUFFO. There is a separate approval process for NUFFO 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.
  • If you have a university email account, you can log in with your normal user name and password.
  • If you do not have a university email account, foundation credentials will be established for you. 


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 is offered virtually.