Assign Tasks to a System Role

When configuring a role, you specify the tasks to which the role has access. For example, while “Constituent Data Entry Personnel” and “Constituent Administrators” roles both center around your constituents, their requirements and job duties differ greatly—a difference that needs to be reflected in the tasks to which each role has access.

Note: You can add tasks to functional areas and the home page. However, the Events, Prospects, and Membership areas are actually pages in Blackbaud CRM. While you cannot assign tasks to pages, pages can have actions. For more information about actions, see the Page Designer Guide.

Because tasks are simply navigational elements, they are not secured in the same way as actual feature permissions. If no features within a particular task are granted for a role, then even if that task is specifically granted to the role, it will not be visible (and directly accessible) to the users in that role. Tasks can either be granted or not specified. There is no deny option for tasks.

For more information, see Relationship Between Tasks and Features.

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.