Common Issues & Solutions

Quick solutions for common problems you might encounter.

Login Issues

"Invalid email or password"

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

1

Wait 15 minutes.

2

Try logging in again.

3

Use the password reset if needed.

Reset email not received

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

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

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

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

1

Refresh the page.

2

Clear browser cache.

3

Try a different browser.

4

Check internet connection.

Search not finding items

1

Check spelling.

2

Try partial matches.

3

Clear filters.

4

Search in the correct section.

Performance Issues

Slow page loads

1

Check internet speed.

2

Clear browser cache.

3

Close unnecessary tabs.

4

Try a different browser.

5

Disable browser extensions.

Page not responding

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

1

Check file size.

2

Verify file type is supported.

3

Try a smaller file.

4

Check internet connection.

Document won't open

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

1

Check your credentials.

2

Verify the service is accessible.

3

Try disconnecting and reconnecting.

4

Check for error messages.

Data not syncing

1

Check integration status.

2

Look for error indicators.

3

Verify permissions in the connected service.

4

Refresh the connection.

Webhook not triggering

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

1

Check Settings > Notifications.

2

Verify email address is correct.

3

Check spam/junk folder.

4

Ensure notifications are enabled.

Getting too many notifications

1

Go to Settings > Notifications.

2

Adjust notification preferences.

3

Turn off non-essential alerts.

Mobile/Browser Issues

Display problems

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

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