Roles are user records grouped together individually, by a query, or by including existing roles in a role.
| • | To group user records individually, you can assign the user to a role from the user record or you can include the user when you create or edit a role. |
| • | To select a query for a role, create the query in another Blackbaud product. When you create a role, you select the query to include in the group. |
| • | Similar to user records, you include an existing role for a role from the role’s Members tab. For example, you have an Intranet site for your organization. You have roles that exist for “Development Staff,” “Event Staff,” “Membership Staff,” and “Web Designers.” You can create role called “Our Staff” to group these existing roles into one role to support Intranet security. |
Note: Only users with Supervisor rights can view and manage Roles.
After a new website user is accepted in a download transaction, the user has anonymous rights and is referred to as a “provisional” user. To grant access to secure web pages, you include the user in a role that is associated with a task group that has the applicable permissions. To update the role to include the new user, you need to refresh the role. You can do this in two ways.
| • | You can manually refresh the role so the user has additional access to secure web pages rights immediately. |
| • | You can wait for the next standard refresh to process. |
For more information, see Role Refresh.
Note: In Roles, you include user records in groups. In Task groups, you create task rights for feature permissions. In Security assignments, you associate roles and task groups to assign security for a site. For information about Task groups and Security assignments, see Task Groups and Security Assignments.
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