Docs › Set up your team › Checklist & troubleshooting
Checklist and troubleshooting
Check these before your team starts work, and come back here if someone cannot see or do something.
Setup checklist
- Branch-level data segmentation is on, if you need it
- All branches are created
- Roles exist for your office jobs
- Each role has the right Create, View, Edit, Delete and Assign permissions
- Data scope is correct for each resource
- Office staff are created under Admin Users, each with the right role
- Staff are assigned to the right branch, if you use branches
- Agents are created under Agents and have their login, shared privately
- Everyone can open the menus and records they need
Common problems
| Problem | What to check |
|---|---|
| A menu item is missing | Open the person's role and make sure View is ticked for that area. |
| Someone cannot see leads | Check the Leads permission, its data scope, and the person's branch. |
| A Branch Officer sees no records | Check that branch mode is on, that they are assigned to a branch, and that the scope on each resource is set correctly. |
| Someone sees more than expected | Review their role and the scope on each resource. |
| Someone cannot do an action | Check that the role has the Create, Edit, Delete or Assign permission for that area. |
| An agent cannot sign in | Check that the email and password you shared match the agent's account, and that the agent was saved under Team → Agents. |
| Branches are not available | Check that Branch-level data segmentation is on in Settings. |
Tip. Review roles and scopes whenever someone's responsibilities change.