# Common Issues & Solutions

Quick solutions for common problems you might encounter.

## Login Issues

### "Invalid email or password"

{% stepper %}
{% step %}
Check for typos in your email.
{% endstep %}

{% step %}
Make sure Caps Lock is off.
{% endstep %}

{% step %}
Try resetting your password.
{% endstep %}

{% step %}
Clear browser cookies and try again.
{% endstep %}
{% endstepper %}

### Account locked

**Cause:** Too many failed login attempts

{% stepper %}
{% step %}
Wait 15 minutes.
{% endstep %}

{% step %}
Try logging in again.
{% endstep %}

{% step %}
Use the password reset if needed.
{% endstep %}
{% endstepper %}

### Reset email not received

{% stepper %}
{% step %}
Check your spam/junk folder.
{% endstep %}

{% step %}
Make sure you used the correct email.
{% endstep %}

{% step %}
Try requesting another reset.
{% endstep %}

{% step %}
Contact your administrator.
{% endstep %}
{% endstepper %}

## Navigation Issues

### Missing menu items

**Cause:** Your role doesn't have access

{% stepper %}
{% step %}
Check your role in Settings > Profile.
{% endstep %}

{% step %}
Ask your administrator for access.
{% endstep %}

{% step %}
Verify the feature is enabled for your organization.
{% endstep %}
{% endstepper %}

### "Access Denied" error

**Cause:** Insufficient permissions

{% stepper %}
{% step %}
Verify you have permission for that action.
{% endstep %}

{% step %}
Check if you're accessing the correct tenant.
{% endstep %}

{% step %}
Contact your administrator.
{% endstep %}
{% endstepper %}

## Data Issues

### Changes not saving

{% stepper %}
{% step %}
Check your internet connection.
{% endstep %}

{% step %}
Look for error messages.
{% endstep %}

{% step %}
Refresh the page.
{% endstep %}

{% step %}
Try again.
{% endstep %}

{% step %}
Contact support if issue persists.
{% endstep %}
{% endstepper %}

### Data not loading

{% stepper %}
{% step %}
Refresh the page.
{% endstep %}

{% step %}
Clear browser cache.
{% endstep %}

{% step %}
Try a different browser.
{% endstep %}

{% step %}
Check internet connection.
{% endstep %}
{% endstepper %}

### Search not finding items

{% stepper %}
{% step %}
Check spelling.
{% endstep %}

{% step %}
Try partial matches.
{% endstep %}

{% step %}
Clear filters.
{% endstep %}

{% step %}
Search in the correct section.
{% endstep %}
{% endstepper %}

## Performance Issues

### Slow page loads

{% stepper %}
{% step %}
Check internet speed.
{% endstep %}

{% step %}
Clear browser cache.
{% endstep %}

{% step %}
Close unnecessary tabs.
{% endstep %}

{% step %}
Try a different browser.
{% endstep %}

{% step %}
Disable browser extensions.
{% endstep %}
{% endstepper %}

### Page not responding

{% stepper %}
{% step %}
Wait a moment for processing.
{% endstep %}

{% step %}
Refresh the page.
{% endstep %}

{% step %}
Clear cache and cookies.
{% endstep %}

{% step %}
Try incognito/private mode.
{% endstep %}
{% endstepper %}

## File Upload Issues

### Upload fails

**Possible causes:**

* File too large (max 10MB)
* Unsupported file type
* Network timeout

{% stepper %}
{% step %}
Check file size.
{% endstep %}

{% step %}
Verify file type is supported.
{% endstep %}

{% step %}
Try a smaller file.
{% endstep %}

{% step %}
Check internet connection.
{% endstep %}
{% endstepper %}

### Document won't open

{% stepper %}
{% step %}
Download and open locally.
{% endstep %}

{% step %}
Check file isn't corrupted.
{% endstep %}

{% step %}
Try a different browser.
{% endstep %}

{% step %}
Re-upload the file.
{% endstep %}
{% endstepper %}

## Integration Issues

### Integration not connecting

{% stepper %}
{% step %}
Check your credentials.
{% endstep %}

{% step %}
Verify the service is accessible.
{% endstep %}

{% step %}
Try disconnecting and reconnecting.
{% endstep %}

{% step %}
Check for error messages.
{% endstep %}
{% endstepper %}

### Data not syncing

{% stepper %}
{% step %}
Check integration status.
{% endstep %}

{% step %}
Look for error indicators.
{% endstep %}

{% step %}
Verify permissions in the connected service.
{% endstep %}

{% step %}
Refresh the connection.
{% endstep %}
{% endstepper %}

### Webhook not triggering

{% stepper %}
{% step %}
Verify webhook URL is correct.
{% endstep %}

{% step %}
Check endpoint is accessible.
{% endstep %}

{% step %}
Review event configuration.
{% endstep %}

{% step %}
Test with the Test button.
{% endstep %}
{% endstepper %}

## Email/Notification Issues

### Not receiving notifications

{% stepper %}
{% step %}
Check Settings > Notifications.
{% endstep %}

{% step %}
Verify email address is correct.
{% endstep %}

{% step %}
Check spam/junk folder.
{% endstep %}

{% step %}
Ensure notifications are enabled.
{% endstep %}
{% endstepper %}

### Getting too many notifications

{% stepper %}
{% step %}
Go to Settings > Notifications.
{% endstep %}

{% step %}
Adjust notification preferences.
{% endstep %}

{% step %}
Turn off non-essential alerts.
{% endstep %}
{% endstepper %}

## Mobile/Browser Issues

### Display problems

{% stepper %}
{% step %}
Use a supported browser (Chrome, Firefox, Safari, Edge).
{% endstep %}

{% step %}
Update to the latest browser version.
{% endstep %}

{% step %}
Clear cache and cookies.
{% endstep %}

{% step %}
Disable ad blockers.
{% endstep %}
{% endstepper %}

### Features not working

{% stepper %}
{% step %}
Enable JavaScript.
{% endstep %}

{% step %}
Allow cookies for the site.
{% endstep %}

{% step %}
Disable conflicting extensions.
{% endstep %}

{% step %}
Try incognito mode.
{% endstep %}
{% endstepper %}

## 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