Contact Management Roles
Management permissions are grouped together into logical, default permission sets that you can assign to your Junior Administrators. Permission sets are also known as roles.
How do I assign Contact Management permissions?Click Setup > Groups.
Click Edit Permissions in the Actions column next to the appropriate group.
In the Permission Type list, select Contact Management and click Choose. The list of permissions displays below.
After you select a permission type (which generally corresponds with an application), more options display that allow you refine the permission. For example, if you select Content - Pagebuilder, you can specify whether group members can only edit pages, or if they can also publish.
The roles are displayed in order of increasing privilege; the role at the bottom of the list has the least permissions and the role at the top has the most.
The roles, or default permission sets, that are available for Contact Management include:
| Role (Default Permissions) | Description | Also includes | Does not include |
|---|---|---|---|
| Manage All Contact Data | Allows administrators in this group to add, change, and remove contact records, and check for duplicate records; | Access to the contact's sensitive data* Ability to create and run mail merges Ability to run and download Contact reports including the Account Activation Report Ability to create and manage tasks (edit, delete, deactivate) Ability to see and create new Interests Ability to see (but not create) User Groups -- (can view and manage the members of each group; can also Edit the Permissions of User Security Groups) | |
| Manage Non-sensitive Contact Data* | Allows administrators in this group to add, change, and remove contact records, and check for duplicate records, except for sensitive data | Ability to run and download Contact reports Ability to create and manage tasks (edit, delete, deactivate) Ability to see and create new Interests Ability to see (but not create) User Groups -- (can view and manage the members of each group; can also edit the permissions of User Security Groups) | Access to the contact's sensitive data* Ability to run mail merges Ability to run the Account Activation Report |
| Manage Non-sensitive Contact Data No Tasks | Allows administrators in this group to add, change, and remove contact records, and check for duplicate records. | Ability to run and download Contact reports Ability to see and create new Interests Ability to see (but not create) User Groups -- (can view and manage the members of each group; can also edit the permissions of User Security Groups) | Access to the Contact's sensitive data* Ability to run mail merges Ability to see or run tasks Ability to run the Account Activation Report |
| View Non-sensitive Contact Data | Allows administrators in this group to view contact records, except for sensitive data | Ability to run and download contact reports Ability to view Tasks (the To Do List), but not run them Ability to see (but not create) User Groups -- (can view the members of each group but cannot add or remove members; also cannot edit the permissions of User Security Groups) | Access to the contact's sensitive data* Access to Interests Ability to run mail merges Ability to run tasks Ability to run the Account Activation Report |
| View Non-sensitive Contact Data No Tasks | Allows administrators in this group to view contact records, except for sensitive data and tasks. | Ability to run and download Contact reports of all registered users Ability to see (but not create) User Groups -- (can view the members of each group but cannot add or remove members; also cannot edit the permissions of User Security Groups) | Access to the contact's sensitive data* Access to Interests Ability to run mail merges Ability to see or run tasks Ability to run the Account Activation Report |
| View Non-sensitive Contact Data No Tasks No Reports | Allows administrators in this group to view contact records except for sensitive data; | Ability to see (but not create) User Groups -- (can view the members of each group but cannot add or remove members; also cannot edit the permissions of User Security Groups) | Access to the contact's sensitive data* Access to Interests Ability to run mail merges Ability to see or run tasks Ability to run Contact reports |
| Use Blackbaud APIs | Allows administrators in this group to call Blackbaud APIs to add, change, and delete contact records. Administrators in this group will not be able to log in to the site. | ||
| No Additional permissions (inherit from Any registered user) | No access to contact management |
* Access to a contact's sensitive data includes the ability to see the Interactions, Transactions, and Notes tabs for your contacts. Only those with the highest Contact Management role (Manage all Contact Data) will be able to see these tabs and manage the related content.