Create a role
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1.
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In Users & security, click Roles. Roles appears. |
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2.
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Click New role. The New role page appears. |
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3.
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On the Properties tab, in the Role field, enter a name for the group such as “Class of 1989 Content Author,” “Gold Member,” or “Class of 1989 Administrator.” |
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To associate an image with the role, click the binoculars in the Role icon field. The Select Image from Image Library screen appears. For information about how to select an image, see Insert Image. |
When you associate an image with a role, you can use the Role Block merge field on a Profile Display web page to display the role image on a user’s profile. If a user is in multiple roles with images, all images display on the web page. Images can provide a visual about the role. For example, an image with a notepad and pen can indicate the role includes content authors. For information about the Profile Display part, see Profile Display.
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5.
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Assign users to the role. |
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To automatically assign users to the role now, click the binoculars in the Base Role membership on a query field. A search screen appears to select the query of users to include. |
Note: When you create a query in another Blackbaud program, you may need to refresh Blackbaud NetCommunity for it to appear as a selection. To refresh, select View, Refresh in the menu bar.
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To assign users individually to the role later, in the Base role membership on a query field, leave the default “(none).” |
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If you select a query from The Raiser's Edge, Restrict to Constituents in The Raiser’s Edge is automatically selected and disabled. If you select a query from The Education Edge, select this checkbox to exclude records who are also constituents in The Raiser's Edge. |
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In the Grant this role the same content rights as field, select an existing role to assign the same content rights for the new role. |
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8.
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Click Save. You return to Roles. |
After you save the role, you can modify the Members and Security assignments tabs. For information, see Edit a role.