Assign a user to a system role
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1.
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From Administration, click Security. The Security page appears. |
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2.
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Click System roles. The System Roles page appears. |
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3.
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Select the role to assign users to and click Go to role. The system role record appears. |
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4.
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Select the Users tab. The Users tab contains a list of users assigned to this system role. |
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5.
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On the Users tab, click Add. The Add system role user screen appears. |
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6.
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In the Application user field, search for the user. |
Note: Because your application and database exist in a hosted environment, the results grid on the Application User Search screen may list a number of Blackbaud users who are system administrators. These users help clients setup and implement applications in our hosted environment.
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7.
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Enter the search criteria to use. For example, you can enter a user name in the Display name field. A user’s display name is their user name along with your organization’s site ID. If the user is linked to a constituent, you can also search by constituent name. |
Warning: Ignore the Login name field. A user’s login name is an ID assigned by the system and is not used to log into the program.
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8.
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Click Search. The program searches the database for the application user. |
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9.
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In the Results grid, all users that match your search criteria appear. |
Note: If your search returns more than 100 users, only the first 100 appear in the grid.
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10.
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Click the row for the user record. You return to the Add system role user screen. In the Application user field, the name of the user appears. |
Note: The Constituent security section does not apply. It is used for constituent group security, which is not supported in Altru.
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11.
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Click Save. The user is now assigned to the system role with the record access specified. Repeat this process as needed to assign additional users to system roles. |
Note: Changes do not take affect immediately. For changes to take affect, you must log out, close your browser, and log back in.