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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 branchesMove user context or adjust membership per policy.
  2. Compare rolesUse a peer baseline with the same intended duties.
  3. Check status locksApprovals and closeout can restrict edits.
  4. Review audit trailIdentify what changed before the denial began.
  5. Apply template fixUpdate 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 bundleMenus differ by SKU/tenant configuration.
  2. Compare templatesUsers may be pinned to an old template.
  3. Check feature flagsRollouts can be cohort-based.
  4. Validate admin vs field rolesRole intent drift is common after reorganizations.
  5. Document intended UXPublish a role-to-menu map for managers.