Help Panel

We encourage platform managers to enable the help panel task for all users with employee roles.

See Roles for details about roles and tasks. For each role, select Tasks and enable the Help Panel task for the App.

For user personas with the help panel enabled, a question mark appears in the upper right corner throughout Blackbaud's School Management Solutions. When you select it, context sensitive help appears. Based on where you are in user interface, a specific help topic relevant to that part of the user interface appears. In other words, it’s help that’s “smart” enough to know what you’re working on.

From the help panel, you can also access resources from customer support and more:

  • Community - network with other users, share your ideas, follow the "Tips & Tricks" blog

  • Knowledgebase - search for troubleshooting tips and workarounds from

  • Case Central - view your existing issues or start a new ticket

  • Chat - platform managers can talk to an analyst in real time

Tip: Watch a video about this feature on YouTube!