A menu item I expect is missing

The menu hides what your rights do not allow, and there are two menus (Admin and Project Outlines). See the

I opened a space and see "no access"

You have no grant on it. An owner must add you under Users and rights

An invited person never received the email

The invitation email may have failed even though the invite shows as sent in bulk Invite members. Use Resend invitation next to their name. If email keeps failing: Ask your administrator to check outgoing email

Invite rejected: needs editor seats

Your plan has too few seats. Set some people to Read-only, or upgrade. See

I can't leave a space

You pay for it, or you are its last owner. Transfer billing or grant Owner to someone else first

I can't remove a member

They are the person the space is billed to. Move billing first

I can't delete the space

Only the owner it is billed to can. Take over billing under Billed to → Bill this project to me, then delete

I removed my own access by mistake

Only another owner can restore it

The customer signs in and sees nothing

An item must be shared three ways: the folder has Publish in the external portal on, the customer's group is External, and that group has Read on it. See

The customer sees a table but no rows

A table with no Row filter is refused for customers. Set one under External users access… → What they see

A column I added is missing for customers

After the first save of Column visibility, new columns stay hidden until you share them

The customer did not get the sign-in link

Send sign-in link emails it. If email is not working: Ask your administrator

My own website cannot talk to the portal

Add its exact address under External Portals → CORS settings. Read the warning there first

The portal address I copied does not work for customers

You copied the fallback address. Ask your administrator to set the public address, then copy again

Unknown people are appearing as portal users

Users can self-register without a pre-created account may be on. Switch to Invite-only under External Users → Settings

Customer messages do not arrive

Check the channel under Inbound Messaging and its credentials. See

I can't reply in the inbox

Replying needs Edit. Read only lets you view

A conversation stays unread for a read-only member

Marking read needs Edit, so it never clears for Read-only

I removed a channel and now can't reply

Conversations lose their link to the channel. Email replies still go out through another enabled email address. For Telegram, WhatsApp and MAX the reply box is greyed out and says the channel was removed. Add the channel again in Inbound Messaging; each conversation reconnects when its customer next writes

I set Remind me and don't see it

The reminder appears within about a minute of the due time in the Notifications panel of whoever is assigned then (or the person who set it, if nobody is assigned), as "Follow-up due: your conversation with …". It shows only in the conversation's space, so open that space. Clicking it opens the conversation. It is not sent by email or push. See

Captcha on the live chat does nothing

Require CAPTCHA has no effect when the installation has no captcha secret. Ask your administrator

A copied or imported space sends nothing

Rules that send, call out, run agents, open payment links or fetch rates arrive switched off. Review and switch them on. See

A chat or portal agent does not run

The Agents space feature may be off. Chat and portal-completion agents need it; data agents run without it. Check Edit on the space. See

AI answers fail or are missing

The platform AI key may be missing. Ask your administrator, or use your own key under Agents → Agent AI provider

I turned my own key off and costs went up

With Provider enabled off, agents use the platform key and credit again

A payment link cannot change amount

Only some providers can withdraw an open link. Wait until it expires or is paid

I cannot find a refund button

The platform cannot refund through a provider. Refund in the provider's own cabinet. The order stays paid on the platform, so correct your own columns by hand. See

I published a form and other pages became public

Publishing an item publishes the space. Unpublishing the form does not unpublish it. See

A form's picker says "Could not load this table"

The table it reads is not published. See the Publish dialog's Tables this form needs published

A dashboard panel says "Not available"

Its source table is not published or granted to the dashboard, or it reads a spreadsheet. See

My shop or booking site is not live

Going live is a deployment, and an operator must have registered a storefront template. Ask your administrator

Search misses results that match by meaning

If the installation's embedding service is not set up, search quietly falls back to keywords with no message. Ask your administrator

Linked records came back empty after restoring a backup

A cell that links several records is one comma-joined text in the CSV, and the import looks it up as a single label, so it comes back empty. Single links can be rebuilt with Match by field…

Backups says it is a paid feature

Scheduled backups need a paid plan. See

I deleted rows by mistake

Data change log and row history can restore them. See . Clear tables data… cannot be undone

An import brought nothing in or less than expected

See . A workspace import adds to existing content and does not remove it