Understand Roles and Permissions

A role is a named set of permissions. Permissions can control whether a member sees a product area and whether they can create, view, update, delete, publish, or attach records in that area.

This means two members in the same company can have different navigation and actions. A missing button is often an access question, not a display failure.

Grant access safely

• Start with the smallest existing role that supports the person's job.
• Verify access by asking the member to complete a specific task.
• Avoid broad administrator access as a troubleshooting shortcut.
• Review both page access and the particular action permission.
• Keep at least one active company administrator who can manage IAM.

Diagnose a missing action

1. Confirm the affected user and company workspace.
2. Identify the exact page and action label.
3. Compare the user's roles with someone who can perform the action.
4. Ask an administrator to review the role's relevant permission.
5. Sign out and back in after an approved role change.

Use A page or action is missing for a full recovery path.

Related tasks

• Create and edit Roles
• Invite users and assign Roles
• Manage pending invitations

Get help

Email [email protected] with your company, affected user, role names, page URL, missing action, timestamp and time zone, and expected versus actual access. Never send passwords, MFA codes, credentials, tokens, or secret values.