When creating a case regarding a user having restricted access, please include the following information:
- What is the case priority (Problem, Critical, Down)?
- Is the issue time sensitive?
- Does this occur in the test environment, production, or both (If applicable)?
- Is this a Blackbaud Customization?
- Is this a customization built by your organization?
- What system role should have access?
- What user does not have rights?
- Can an administrator see the task?
- Have you verified through page designer the permissions are set correctly?
- If the user can see the task but receives an error, please provide the specific error.
- Please provide the export file for the system role.
Please provide any other helpful information.
NOTE: This list is a starting point. Follow-up questions may be necessary.