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Equipify.ai

Troubleshooting

Permissions

‘Access denied’, missing menus, and field-level hides—RBAC-first triage for admins without turning security into guesswork.

Quick answer

Start here

Permissions issues are best triaged with role templates: compare affected user vs a known-good peer, then branch scope, then object-level rules. Avoid one-off superuser fixes unless time-bound and audited.

Issues & fixes

Access denied on a specific recordBranch mismatch, object ownership rules, or status-based locks. Compare record branch to user branch and check whether the record is in a restricted lifecycle state.Tap to expand steps & related links

Recommended checks

  1. Compare branches — Move user context or adjust membership per policy.
  2. Compare roles — Use a peer baseline with the same intended duties.
  3. Check status locks — Approvals and closeout can restrict edits.
  4. Review audit trail — Identify what changed before the denial began.
  5. Apply template fix — Update role template—not only the individual user.
User is missing menu items they expectFeature flags, license bundles, role templates, and experimental navigation tests can all hide menus. Verify the user’s product entitlements and assigned template version.Tap to expand steps & related links

Recommended checks

  1. Confirm product bundle — Menus differ by SKU/tenant configuration.
  2. Compare templates — Users may be pinned to an old template.
  3. Check feature flags — Rollouts can be cohort-based.
  4. Validate admin vs field roles — Role intent drift is common after reorganizations.
  5. Document intended UX — Publish a role-to-menu map for managers.