A role combines tasks and permissions to determine a user's level of access to a feature area in a Blackbaud solution.

To learn about feature areas, roles, and how a user's level of access is determined, see Role-based Security Overview.


Admins can assign a role to a single user for a specific need, or they can assign a role to multiple users who perform similar tasks. For each role, you can view its name, description, tasks, and permissions.

We recommend reviewing roles often to determine whether to adjust them for new or changed tasks and permissions.

Tip: What's next? Tasks