Troubleshooting Team Access
Solutions for problems accessing team accounts, permissions, and team-related features.
Solutions for problems accessing team accounts, permissions, and team-related features.
Can't Access Team
Team Not Appearing
Symptom: Team doesn't show in account switcher
Solutions:
- Check invitation - Did you accept the invitation?
- Verify email - Used same email as invitation?
- Refresh page - May need to reload
- Sign out and back in - Reset your session
- Contact team admin - Verify your membership
Invitation Not Received
Symptom: Never got team invitation email
Solutions:
- Check spam folder - Often filtered there
- Verify email address - Confirm with inviter
- Request resend - Ask admin to resend
- Check company email - May go to work email
Can't Accept Invitation
Symptom: Invitation link doesn't work
Solutions:
- Check expiration - Invitations expire
- Already accepted - May already be a member
- Correct account - Use the email that was invited
- Request new invite - If link expired
Removed from Team
Symptom: Had access, now don't
Possible causes:
- Removed by admin - Check with team owner
- Account issue - Your account may have problems
- Team deleted - Team may no longer exist
Solution: Contact team owner or admin
Permission Problems
"Access Denied" Error
Symptom: Can't access a feature you could before
Solutions:
- Check your role - Role may have changed
- Feature restricted - May require higher role
- Contact admin - Request appropriate access
Can't Perform Action
Symptom: Button disabled or action blocked
Solutions:
- Verify permissions - Check your role
- Check ownership - Some actions need owner
- Review requirements - Action may have prerequisites
Role Changed Unexpectedly
Symptom: Role different than expected
Solutions:
- Check with admin - Understand the change
- Request role change - If you need different access
Common Permission Issues
Can't Invite Members
Symptom: Can't send team invitations
Cause: Only users with the invites.manage permission can send invitations. Additionally, you can only invite users to roles at your level or below.
Solution:
- Check your role (Owner, Manager, and Member all have
invites.manageby default) - If inviting to a higher role, ask someone with that role to send the invitation
- Contact your team owner if you need elevated permissions
Can't Access Settings
Symptom: Can't view or change team settings
Cause: Settings require the settings.manage permission
Solution:
- Contact team owner or manager
- Request appropriate role if needed
Can't See Billing
Symptom: Billing option not visible or accessible
Cause: Billing requires the billing.manage permission, which is only granted to the Owner role by default. Managers do not have billing access.
Solution: Contact the team owner for billing matters
Can't See Audit Logs
Symptom: Audit option not visible
Cause: Audit logs are restricted to users with the Owner role only
Solution: Only owners can view audit logs - contact the team owner
Campaign Access Issues
Can't Access Campaign
Symptom: Campaign not visible or accessible
Solutions:
- Check your role - Campaign access is based on your team role, not per-project assignment
- Verify team membership - Ensure you're a member of the team that owns the campaign
- Contact team owner or manager - Request appropriate role access
Can't Edit in Campaign
Symptom: Can view but not edit
Solutions:
- Check your team role - Members have limited editing permissions
- Request role upgrade - Contact team owner or manager for Manager role if you need edit access
Data Visibility Issues
Can't See All Addresses
Symptom: Fewer addresses than expected
Possible causes:
- Filters applied - Check and clear filters
- Assignment - May only see assigned addresses
- Campaign scope - Viewing wrong campaign
Solutions:
- Clear all filters
- Check assignment filter
- Switch campaigns
Can't See Team Members' Data
Symptom: Can't view others' work
Cause: May be role-based restriction
Solution: Contact admin to understand access policy
Joining Issues
Can't Join Team
Symptom: Unable to complete joining process
Solutions:
- Verify invitation - Valid and not expired
- Correct email - Using invited email
- Account issues - Your account may have restrictions
- Contact admin - For manual resolution
Already a Member Error
Symptom: Says you're already a member but can't access
Solutions:
- Refresh browser - May be cached state
- Check account switcher - Team may be there
- Sign out and in - Reset session
- Contact admin - To investigate
Leaving Team Issues
Can't Leave Team
Symptom: No option to leave
Possible causes:
- Primary owner can't leave - The primary owner (account creator) must transfer ownership first or delete the team
- Look in settings - Option may be in team settings
Accidentally Left Team
Symptom: Left team by mistake
Solution:
- Contact team owner or manager
- Request new invitation
- Accept and rejoin
Role and Permission Reference
Understanding Roles
The system uses three roles with a hierarchy (higher = more access):
| Role | Hierarchy | General Access |
|---|---|---|
| Owner | 1 (highest) | Full access to everything including billing and audit logs |
| Manager | 2 | Manage team, members, settings, and content - but NO billing access |
| Member | 3 (lowest) | Limited permissions - can manage settings and invitations |
Permission Matrix
| Permission | Owner | Manager | Member |
|---|---|---|---|
roles.manage | ✓ | ✓ | ✗ |
billing.manage | ✓ | ✗ | ✗ |
settings.manage | ✓ | ✓ | ✓ |
members.manage | ✓ | ✓ | ✗ |
invites.manage | ✓ | ✓ | ✓ |
customfields.manage | ✓ | ✓ | ✗ |
| Entity permissions (campaigns, sales, addresses, etc.) | ✓ | ✓ | ✗ |
Action Matrix
| Action | Owner | Manager | Member |
|---|---|---|---|
| View content | ✓ | ✓ | ✓ |
| Create/edit content | ✓ | ✓ | Limited |
| Invite members | ✓ | ✓ | ✓ |
| Team settings | ✓ | ✓ | ✓ |
| Billing | ✓ | ✗ | ✗ |
| Audit logs | ✓ | ✗ | ✗ |
| Delete team | Primary Owner only | ✗ | ✗ |
Note: Only the primary owner (the user who created the account) can delete the team. This requires OTP verification.
Getting Help
Before Contacting Admin
Document:
- What you're trying to access
- Error message (if any)
- Your role in the team
- What changed recently
Contacting Support
If team admin can't help:
- Gather account details
- Document the issue
- Contact support
- Include team name and your email
Related Topics
- Team Overview - Team basics
- Member Management - Role management
- Team Settings - Configuration
- Account Access - Login issues