Troubleshooting common issues
Quick answers for the questions that come up most: missing menus, imports, portal login, and billing lines.
“I can't see a module / button”
Almost always a role issue: screens and actions your role doesn't include are hidden by design. Ask a workspace Admin to check your role in Settings → Users. Field-level permissions can also hide individual fields.
“My import partially failed”
Rows failing validation (a required field empty, a number out of range, a wrong option value) are reported with reasons while valid rows import. Fix the reported rows in your file and import just those again.
“A customer can't sign in to the portal”
Portal codes and magic links are short-lived: ask the customer to request a fresh code and use the newest message. Make sure they're opening your workspace's portal address and using the contact details you have on file for them.
“What is this charge in my billing log?”
Settings → Billing itemizes every usage charge with date, action, actor, quantity, unit price, and total - and the Breakdown tab groups cost by action. The Pricing tab shows the live catalog, so every line traces back to a visible price.