Roles and Access - feedback survey

Jessi Walters
Jessi Walters Blackbaud Employee
Seventh Anniversary Kudos 5 Name Dropper Participant
in Core

Happy New Year to all!

My name is Jessi, and I’m the Product Manager for Core. The Core team is actively working on updates to the Roles and Access areas, and we are looking for your feedback. By completing a brief survey, you have an opportunity to shine light on the parts of the role editing and auditing experience that need the most love. Complete this brief form to rate your experience.

Additionally, as we work to enhance this area, I am looking at the Ideas Bank every week for Ideas, votes, and comments that pertain to our Roles & Tasks initiative. Please take a few moments to vote and/or comment on the things you need!

We are grateful for your feedback and appreciate your partnership – thank you!

Comments

  • Mary Cummings
    Mary Cummings
    Third Anniversary Kudos 1 Name Dropper Participant

    @Jessi Walters Is there a list anywhere that says what the roles and tasks do? Becuase even reading the tasks they aren't very straightfoward. And sometimes it has to be a combination of tasks to get the correct access.

  • Jessi Walters
    Jessi Walters Blackbaud Employee
    Seventh Anniversary Kudos 5 Name Dropper Participant

    @Mary Cummings I know exactly what you mean. We have a new Roles & Tasks experience in an Early Adopter Program now. The new experience has descriptions for every task in a role, a giant reference list of all tasks in the system, and the list of roles also shows which features are enabled by a role. Are you interested to learn more and consider joining? If so, email me at jessica dot walters at blackbaud dot com and I'll send you an email with all the details so you can decide :)

    The offer is open for others who read this, too! I know summer is an especially busy time for Platform Managers as you update users and access for staff turnover and role migration.

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