A menu, save action or export is missing
Check your assigned role and the supporting permissions for the task.
Reviewed 9 October 2026
WHERE TO GO
Administration → Users / Permissions, with your administrator
Step by step
Confirm that you opened the right company.
Tell the administrator exactly which screen and action is missing.
Have them review your access level and assigned role.
For invoices, check view access to Items and Parties as well as the invoice action.
For reports, check the separate export permission where offered.
Reopen the workspace after permissions are saved and try the intended action.
What to check
- The intended action is available to an appropriately authorized user.
Things to know
- A read-only state can also be caused by Team Mode being offline or the license expiring.
- Do not share an administrator login to work around role settings.