Understand access and missing menus

Your Admin account determines which records you can see and which actions you can take. A colleague may have a different menu because they have different responsibilities or branch assignments.

Why menus differ

Three things can affect what appears:

• Permissions: Your account may be able to view a list but not create, change, post or approve its records.
• Business features: Optional areas, such as textiles or repairs, appear only when the relevant features are available.
• Branch context: Assigned branches and branch menu preferences can change the navigation you see.

A group disappears when it has no available pages. Menu search uses the same available navigation, so searching for a hidden page does not unlock it.

Check a missing page

1. Open the account menu and confirm your name and email address.
2. If you have a branch selector, check the selected branch.
3. Look for the page in the sidebar. On a wider screen, try Go to page… as well.
4. If it remains unavailable, ask your business administrator to check your access and whether that feature is enabled for your business.

Include the page name and selected branch in your request. If a message appears, provide its wording so the administrator can distinguish an access restriction from a sign-in problem.

Check a missing or disabled action

Being able to open a page does not necessarily allow every action on it. For example, viewing goods received, creating a receipt and posting it to stock are separate responsibilities.

Actions can also depend on the state of a record. Do not assume that a missing button means a record must be recreated. Ask your administrator to check the record’s state and the action you are trying to complete.

When a saved link refuses access

A bookmark or link from a colleague does not grant permission. First confirm that you are signed in with the intended account. Then check your branch context and ask your administrator whether you should have access to that page or record.

For business administrators

The Roles & permissions page is available only to accounts permitted to manage roles. Role editing is limited: an administrator can be prevented from editing a role at their own level or from granting a permission they do not hold.

Similarly, a branch menu preference changes which menus are shown; it does not grant a user permission to perform an action. Review the user’s responsibilities and branch assignments before changing access.

These getting-started guides explain how access affects everyday use. Detailed user and role-management instructions will be covered in a later guide.