Basics
Troubleshooting
Fix common access and navigation issues, and know when to escalate to your administrator.
I cannot sign in
- Confirm you are using the correct workspace URL (not a personal bookmark to an old environment).
- Try password reset if your organization allows it.
- If you use single sign-on, try a fresh browser window or another browser to rule out cookie issues.
- Ask an administrator to verify your account is active and belongs to the right organization.
A sidebar section or page is missing
- Your workspace subscription or module access may not include that area—ask an admin to check Admin settings.
- You might be signed into the wrong workspace or organization.
I get “forbidden” or an access error
- You are usually still signed in but not allowed to view that route—confirm with an admin whether your role or plan should include it.
- If you recently changed organizations, sign out and sign in again.
My save failed or data looks wrong
- Refresh the page and try once more—temporary network issues happen.
- Check required fields on the form; some records cannot save until linked records exist (for example a contact needs an account).
- If a button does nothing, note the page URL and time and send them to support or your admin.
AI or automations look stuck
- Open Automation Runs (
/ai/automation-runs) and check failed or queued items. - Ask an admin whether the worker or scheduled jobs are running in your environment.
- Do not retry sensitive operations many times in a row—duplicate runs can make cleanup harder.
Where to get more help
- In-app Help (signed in) for module-specific steps.
- This Help Center (
/docs) for structured guides. - Your workspace administrator or company support desk for account and policy questions.
- Vendor or partner support if your organization purchased formal support.