These are the problems that often look scary to a user but usually have a direct first-step fix.
Access error
Unauthorized, the page will not open, or the page is empty besides the logging in
This usually your account does not have access to the page, an error has occured internally (check status page), or there's a billing issue if page requires payment.
- Sign in again or use the page's
Refresh Session action if available.
- If you are an agent, confirm account access with the org admin. If org admin, email support
- If you should have access, have org admin verify in Team Access and then email support.
Screenshot of none-access. Nothing will appear but the login. This screenshot only covers that instance.
Data error
Nothing loads, or the table looks empty
Most often this is the wrong organization, stale filters, or a session that needs to be refreshed.
- Check the selected organization and campaign first.
- Clear filters or use
Reset where the page supports it.
- Refresh the page and reload the data before escalating.
Billing error
Billing records or payments do not match expectations
Sometimes the user is on the history page when they meant to be on the payment partal page, or the records need to be updated (contact support).
- Use
Reload on Billing Records after sign-in.
- Move to Payment Portal if a new payment action is needed.
- Capture the record type that is missing: invoice, payment, or both.