Why someone cannot get in or cannot edit

"I cannot get in" and "I cannot edit this" arrive worded alike, but they have different causes. Getting in depends on the invite on Settings › Members and the email address it names. Editing depends on the person's role and on the minimum role each row on Settings › Permissions asks for.

Why can a new starter not get in?

Check four causes, in the order they happen.

Nobody told them. Tideswell does not email an invite. After Settings › Members › Invite member › Create invite, the confirmation tells you to have them sign in at your workspace's address with the invited email, so send them that link yourself.

They signed in with a different address. An invite belongs to one exact email address. Someone who signs in with another one lands on a screen titled Create your workspace, which asks them to name their company and enter a signup code. Create an invite for the address they actually used, or have them sign in again with the invited one.

The invite expired. An invite lasts 14 days, and its date shows beside it under Pending invites on Settings › Members. If the date has passed, create a new invite for the same address.

They were never invited, or the invite was revoked. If their address is neither on the roster nor under Pending invites, invite them. See How to add people and set roles.

Why can someone who used to get in not get in now?

Check whether they were deactivated. A deactivated person shows greyed out on the roster with a status badge beside their name, and they lost access the moment it happened.

To bring them back, create a new invite for their address. They rejoin the next time they sign in with it.

Before you press Deactivate, be sure. Tideswell asks, for example, "Deactivate Priya Raman? They lose access immediately." and she loses access as soon as you confirm.

Why does someone sign in and see so little?

Because of their role, not their departments. Every active member can read every department's tasks and open every department's page. What changes the menu is rank: a member who leads no department sees no Selling or Buying area, no Brain › Decisions and no Brain › Automations, because those need lead or admin by default.

There are two ways to open those areas up:

• Make them a lead. On Settings › Members, open their Departments menu, tick a department, turn on Lead beside it, and press Apply.
• Lower the rows. An admin sets View suppliers, View purchase orders and the buying calendar, View decisions, or See sales, inventory, reports and the daily brief, to member on Settings › Permissions. That opens it to every member at once.

Ticking a department as a plain member adds them to that department's list of people tasks can be assigned to. It does not open any page. Why a button or section is missing lists what each area needs.

Why can someone edit one task and not the next?

Creating, editing, assigning and completing tasks are open to every member by default. So when editing works on one task and not another, either your workspace has raised one of those rows to lead, or the control is one that starts at lead, such as Delete other people's tasks and comments.

A lead permission on a task, a project or the work planned inside a project counts only in a department the person leads. If Priya Raman leads one department, she gets a lead's controls on its tasks and a member's controls on every other department's tasks.

Check the task's department first, then Priya's standing in that department on Settings › Members. Making her lead of that department fixes it for her alone. Lowering the row to member fixes it for everyone.

Why can someone do some things on a task and not others?

Because each is its own row. On a task, Edit tasks, Assign tasks, Complete tasks, Mark tasks as blocked by other tasks and Leave comments are five separate permissions. Someone can comment on a task they cannot reschedule, and that is the settings working.

When Tideswell refuses, it says "You do not have permission to perform this action." Work out which row was missing with How to work out who can do what in your workspace, then ask for that one.

Why did loosening a permission change nothing?

Check three things.

They needed Settings. Settings is for admins only, whatever the permission rows say. To give someone Settings, change their Role to admin on Settings › Members and press Apply.

The row needs lead, and they lead a different department. On tasks and projects, leading one department does not count in another, as above. Make them lead of the right department, or set the row to member.

The menu has not caught up. Give a change on Settings › Permissions a minute to reach the person's menu, then have them reload the page.

Why can someone not approve a purchase order?

Check whether they asked for the approval or created the order. Nobody can approve their own request, and nobody can approve an order they created. This applies to admins too.

The order still shows in their Buying › Approvals queue, with a line saying someone else has to sign it off. Approving also needs Approve purchase orders, lead by default, and leading any department counts.

Make sure at least two people hold Approve purchase orders, so every order has someone besides its creator who can sign it off. See How to route a purchase order for approval.

What if work is stuck behind someone who is away?

Before they go, they can hand their standing to a colleague until a date they choose, from Out of office on User menu › Account settings. The handover ends on that date by itself.

Set it up before the time away starts. How to hand over your work while you are away walks through it.