Create a Security Role (SKY UX)

Organizations that meet the prerequisite requirements can explore a live preview of the SKY user experience for their instance of Blackbaud CRM.

When the preview is enabled, users can switch between their "classic" user interface and a modern SKY user experience, for any functionality that exists in both views. It's enabled for admins by default; admins can enable it for other users via a security roles for SKY.

Note: These roles only determine a user's ability to see the SKY user experience generally. To view specific information (such as addresses for constituents), you must also enable the corresponding permissions in the "classic" Blackbaud CRM. The SKY user experience respects the same security permissions as "classic" Blackbaud CRM. For details, see "Classic" System Roles.

  1. Select the service menu (three lines, top left).

    Select the service menu from the omnibar navigation

  2. Select Admin.

  3. Select Security.

  4. Select Role management.

    From Admin, select Security and then Role management.

  5. Select Blackbaud CRM roles.

    Shows management for Blackbaud CRM roles (security)

  6. Under Preview feature roles, a list of existing roles for the security group appears.

    • Select + New to create another role.

    • Alternatively, select the ellipsis (...) for to manage an existing role.

  7. Enter a Role name.

  8. Enter a Description.

  9. If the new role is similar to an existing role, select Copy role and then choose which role to base the new role on.

  10. Under SKY experience tasks, select SKY experience user to enable the preview for members of the role. Select Access to (number) of permissions and choose View for User interface.

    Enable a preview of the Sky user interface for a role

  11. Select Save. Next, you can add users to the role membership.

    Tip: For additional help regarding the Admin console, see Security