Assign a user to a system role
Note: System Administrators can assign a user to a system role they create, then log in as that user to determine if the features and other items they configured for the role display as intended. For more information, see the Administration Guide.
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1.
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From Administration, click Security. The Security page appears. |
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2.
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Click System roles. The System Roles page appears. |
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To assign users, click the role name. The system role record appears. |
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Select the Users tab. The Users tab contains a list of users assigned to this system role. |
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On the Users tab, click Add. The Add system role user screen appears. |
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In the Application user field, search for the user. |
Note: Because your application and database exist in a hosted environment, the results grid on the Application User Search screen may list a number of Blackbaud users who are system administrators. These users help clients setup and implement applications in our hosted environment.
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Enter the search criteria to use. For example, you can enter a user name in the Display name field. A user’s display name is their user name along with your organization’s site ID. If the user is linked to a constituent, you can also search by constituent name. |
Warning: Ignore the Login name field. A user’s login name is an ID assigned by the system and is not used to log into the program.
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8.
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Click Search. The program searches the database for the application user. |
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In the Results grid, all users that match your search criteria appear. |
Note: If your search returns more than 100 users, only the first 100 appear in the grid.
Note: The Constituent security section does not apply. It is used for constituent group security, which is not supported in ResearchPoint.
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10.
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Click Save. The user is now assigned to the system role with the record access specified. Repeat this process as needed to assign additional users to system roles. |
Note: Changes do not take affect immediately. For changes to take affect, you must log out, close your browser, and log back in.