Why Can a Staff Member Not Access a Feature?

Recommended for: Owners, admins, and managers Time to complete: 5 to 10 minutes

If a staff member cannot access a feature, the cause is usually their role, branch assignment, or your current subscription.

Check These First

  • is the user signed in with the correct account?

  • does their role include that type of access?

  • are they assigned to the right branch?

  • is the feature included in the current plan?

Common Causes

Wrong role

The user may be signed in as staff when the task needs manager or admin access.

Wrong branch access

The user may have the correct role but be missing the branch assignment.

Feature not included in the plan

Some features are controlled by subscription.

What to Do

  1. Confirm the user account.

  2. Review the role.

  3. Review branch assignment.

  4. Review whether the feature is available on the current plan.

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