Fix missing module access or permissions
Understand role permissions, user overrides, record scope, and requests for additional access.
Before you start
An administrator for permission changes, or your own account to request access.
Identify the missing action
Check whether you need View, Create, Edit, Delete, Import, or Export access. These are separate permissions.
Review the role
Ask an administrator to open Permissions, select the relevant role, and review the module's action permissions.
Check user overrides and record scope
Review the affected user's overrides. Check whether record scope is assigned records or all records; access to a module does not necessarily grant access to every record.
Request the access you need
If you are not an administrator, select the module and required actions in the access request controls. An administrator can approve or reject the request.
Check the affected account again
After approval or a permission update, refresh access and try the same action from the affected user's account.
What success looks like
The user can perform the intended action and sees records within the configured scope.
If something goes wrong
- Check the user's assigned role as well as user-specific overrides.
- If only some records are missing, review assigned-record scope.
- Give support the module and action that failed, without sharing passwords or tokens.
Still stuck on this step?
Send your workspace address, the affected page, and a redacted error. Never include passwords or access tokens.
Contact Bizrow support