FAQ and Troubleshooting
Quick answers to common questions about login, permissions, workflow status, uploads, inventory, portals, and reports.
Use this when: Something is not behaving as expected and you want a quick answer or fix before contacting support.
Most questions come down to a few things: which company you signed into, what your role allows, the status of the workflow, missing master data, or visibility rules.
Common Questions
| What you see | Likely reason | What to check |
|---|---|---|
| I can sign in but only see a few pages | Your role is missing some permissions | Ask an admin to review your role and permissions in Users. |
| I keep getting sent back to the login page | Your session expired and could not refresh | Sign in again; confirm you are using the correct company. |
| I cannot approve an order or payment | Wrong status or you lack the approve permission | Check the workflow status and confirm you have approval rights. |
| A delivery did not change stock | The delivery was not verified | Only verified deliveries update stock and cost. |
| A client cannot see a document | It is not approved or not marked client-visible | Check approval status and the client-visible toggle. |
| Daily-report material usage did not update stock | Automatic posting is off, or a unit is unsupported | Ask an admin about the auto-post setting and check the units. |
| A report looks out of date | Analytics are cached for speed | Refresh the filters to recalculate the report. |
A Simple Troubleshooting Order
- 1
Confirm the person and company
Check who is signed in, which company, their roles, and the exact screen.
- 2
Check permissions
Confirm the role allows the action before assuming the screen is broken.
- 3
Check the status
Many actions are blocked by workflow status, not by a bug.
- 4
Check linked records
Confirm the project, vendor, material, contractor, file, or client access is in place.
- 5
Review activity history
Use activity history to see recent changes and approvals.
Do's and Don'ts
Don't grant admin access just to fix one missing permission, add the specific permission instead.
Don't change stock balances by hand without recording a clear adjustment reason.
Don't share client or vendor links in screenshots or chat logs.
Don't try to make a private file public to work around a download issue.
Do note the screen, person, company, and time before escalating to support.