Standard Roles Included with Blackbaud CRM

Michele Stephenson

Hi! I am now taking over security for our CRM and working on cleaning up the roles. Can anyone tell me what are the standard roles that are included with the system? I am assuming there are based on what I found on Blackbaud Knowledge Base. Here is a snip from that page with a highlight of why I think there are standard roles. If anyone could provide the list or a link to the list I would so appreciate it.

System Role Security General Rules

If the standard roles included with the system do not meet your needs, you can add new roles that better reflect the work flow within your organization. If you add new system roles, you should review these general rules and keep them in mind as you proceed.

Clint Grossnickle

Hi @Michele Stephenson, I have inserted a link to a file containing the sample system roles that are the starting point for defining security roles for a new BBCRM implementation. Please feel free to contact me directly if you have any questions.

Security Role Reports.zip

Michele Stephenson

@Clint Grossnickle - Thank you so very much. This is extremely helpful ?

Michele