INTENDED SEARCHES: role, permission, user access, cannot see option, module access
Roles and permissions control what each user can see and do.
Permissions may affect whether a user can:
- View a module.
- Create records.
- Edit records.
- Delete records.
- Restore records.
- Send records.
- Access mobile features.
- Access admin settings.
- View financial or payroll information.
Why a user may not see something:
- Their role does not allow it.
- The module is not enabled.
- The record status blocks the action.
- The page is admin-only.
- The account has a different setup.
Why this matters:
Permissions protect sensitive information and prevent users from changing records they should not control.
Support note:
If the customer cannot see the option, cannot save the record, sees different fields, or receives an error, they should contact support with the module, record name or number, what they clicked, what happened, and a screenshot if possible.
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