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Common Issues & Solutions

Quick solutions for common problems you might encounter.

Updated over a week ago

Login Issues

"Invalid email or password"

Solutions:

  1. Check for typos in your email

  2. Make sure Caps Lock is off

  3. Try resetting your password

  4. Clear browser cookies and try again

Account locked

Cause: Too many failed login attempts

Solution:

  1. Wait 15 minutes

  2. Try logging in again

  3. Use the password reset if needed

Reset email not received

Solutions:

  1. Check your spam/junk folder

  2. Make sure you used the correct email

  3. Try requesting another reset

  4. Contact your administrator

Navigation Issues

Missing menu items

Cause: Your role doesn't have access

Solutions:

  1. Check your role in Settings > Profile

  2. Ask your administrator for access

  3. Verify the feature is enabled for your organization

"Access Denied" error

Cause: Insufficient permissions

Solutions:

  1. Verify you have permission for that action

  2. Check if you're accessing the correct tenant

  3. Contact your administrator

Data Issues

Changes not saving

Solutions:

  1. Check your internet connection

  2. Look for error messages

  3. Refresh the page

  4. Try again

  5. Contact support if issue persists

Data not loading

Solutions:

  1. Refresh the page

  2. Clear browser cache

  3. Try a different browser

  4. Check internet connection

Search not finding items

Solutions:

  1. Check spelling

  2. Try partial matches

  3. Clear filters

  4. Search in the correct section

Performance Issues

Slow page loads

Solutions:

  1. Check internet speed

  2. Clear browser cache

  3. Close unnecessary tabs

  4. Try a different browser

  5. Disable browser extensions

Page not responding

Solutions:

  1. Wait a moment for processing

  2. Refresh the page

  3. Clear cache and cookies

  4. Try incognito/private mode

File Upload Issues

Upload fails

Possible causes:

  • File too large (max 10MB)

  • Unsupported file type

  • Network timeout

Solutions:

  1. Check file size

  2. Verify file type is supported

  3. Try a smaller file

  4. Check internet connection

Document won't open

Solutions:

  1. Download and open locally

  2. Check file isn't corrupted

  3. Try a different browser

  4. Re-upload the file

Integration Issues

Integration not connecting

Solutions:

  1. Check your credentials

  2. Verify the service is accessible

  3. Try disconnecting and reconnecting

  4. Check for error messages

Data not syncing

Solutions:

  1. Check integration status

  2. Look for error indicators

  3. Verify permissions in the connected service

  4. Refresh the connection

Webhook not triggering

Solutions:

  1. Verify webhook URL is correct

  2. Check endpoint is accessible

  3. Review event configuration

  4. Test with the Test button

Email/Notification Issues

Not receiving notifications

Solutions:

  1. Check Settings > Notifications

  2. Verify email address is correct

  3. Check spam/junk folder

  4. Ensure notifications are enabled

Getting too many notifications

Solutions:

  1. Go to Settings > Notifications

  2. Adjust notification preferences

  3. Turn off non-essential alerts

Mobile/Browser Issues

Display problems

Solutions:

  1. Use a supported browser (Chrome, Firefox, Safari, Edge)

  2. Update to the latest browser version

  3. Clear cache and cookies

  4. Disable ad blockers

Features not working

Solutions:

  1. Enable JavaScript

  2. Allow cookies for the site

  3. Disable conflicting extensions

  4. Try incognito mode

When to Contact Support

Contact support if:

  • You've tried the solutions above

  • You're seeing error messages repeatedly

  • Data appears corrupted

  • You need account-level changes

Include in your report:

  • What you were trying to do

  • What happened instead

  • Any error messages

  • Steps to reproduce

  • Screenshots if possible

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