Find a missing module or action
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Find a missing module
- Check that you are signed into the right company. If you belong to several organisations, switch to the intended one.
- Ask an owner or admin to open Settings → System Settings → Modules. Check whether the module is available under the plan, active and visible in the menu.
- If the module is active but hidden, switch it back on in Modules. If the plan requires an add-on, review it under Subscription & Billing.
Find a missing button or record
Ask an owner or admin to check the function’s View, Create, Edit or other relevant permission under Roles. Check record scope if the person can see their own records but not their colleague’s. Then check People → Change Access for a personal override.
Verify using the affected person’s account and a record they should have access to. A button can also depend on the record status, such as Record payment appearing when an invoice has a balance.