Login Issues
"Invalid email or password"
Solutions:
Check for typos in your email
Make sure Caps Lock is off
Try resetting your password
Clear browser cookies and try again
Account locked
Cause: Too many failed login attempts
Solution:
Wait 15 minutes
Try logging in again
Use the password reset if needed
Reset email not received
Solutions:
Check your spam/junk folder
Make sure you used the correct email
Try requesting another reset
Contact your administrator
Navigation Issues
Missing menu items
Cause: Your role doesn't have access
Solutions:
Check your role in Settings > Profile
Ask your administrator for access
Verify the feature is enabled for your organization
"Access Denied" error
Cause: Insufficient permissions
Solutions:
Verify you have permission for that action
Check if you're accessing the correct tenant
Contact your administrator
Data Issues
Changes not saving
Solutions:
Check your internet connection
Look for error messages
Refresh the page
Try again
Contact support if issue persists
Data not loading
Solutions:
Refresh the page
Clear browser cache
Try a different browser
Check internet connection
Search not finding items
Solutions:
Check spelling
Try partial matches
Clear filters
Search in the correct section
Performance Issues
Slow page loads
Solutions:
Check internet speed
Clear browser cache
Close unnecessary tabs
Try a different browser
Disable browser extensions
Page not responding
Solutions:
Wait a moment for processing
Refresh the page
Clear cache and cookies
Try incognito/private mode
File Upload Issues
Upload fails
Possible causes:
File too large (max 10MB)
Unsupported file type
Network timeout
Solutions:
Check file size
Verify file type is supported
Try a smaller file
Check internet connection
Document won't open
Solutions:
Download and open locally
Check file isn't corrupted
Try a different browser
Re-upload the file
Integration Issues
Integration not connecting
Solutions:
Check your credentials
Verify the service is accessible
Try disconnecting and reconnecting
Check for error messages
Data not syncing
Solutions:
Check integration status
Look for error indicators
Verify permissions in the connected service
Refresh the connection
Webhook not triggering
Solutions:
Verify webhook URL is correct
Check endpoint is accessible
Review event configuration
Test with the Test button
Email/Notification Issues
Not receiving notifications
Solutions:
Check Settings > Notifications
Verify email address is correct
Check spam/junk folder
Ensure notifications are enabled
Getting too many notifications
Solutions:
Go to Settings > Notifications
Adjust notification preferences
Turn off non-essential alerts
Mobile/Browser Issues
Display problems
Solutions:
Use a supported browser (Chrome, Firefox, Safari, Edge)
Update to the latest browser version
Clear cache and cookies
Disable ad blockers
Features not working
Solutions:
Enable JavaScript
Allow cookies for the site
Disable conflicting extensions
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
