Manage Security Permissions for Blackbaud AI – Chat

Solution administrators control access to Blackbaud AI features — such as Chat for Blackbaud AI — by assigning roles and permissions.

While admins determine which users can enable and use the feature, Chat for Blackbaud AI strictly adheres to your organization’s configured security permissions. This means users can only view and interact with data they are already authorized to access — ensuring compliance, protecting sensitive information, and maintaining role-based security across the platform.

Create an artificial intelligence role

1. In Security, select Role management.

2. Under Artificial intelligence roles, select New.

3. Enter a role name and description.

4. Select the Chat with Blackbaud AI task permission.

5. Select Save.

Assign the artificial intelligence role to a user

1. In Security, select User management.

2. Select the user's name you want to assign the new artificial intelligence role.

3. Select Manage roles.

4. Under Artificial intelligence, select the new role from the dropdown.

5. Select Save.