Someone cannot see a record or a screen

What each person sees is set by their role, under Settings, HR, Roles. Only an admin can change it.

Likely causes, in order

1. Their role reaches only their own records. For leads, quotes, orders and contacts a role reaches Own, Team or All. With Own, a sales rep sees only the records they own. Change the record's owner, or give the role Team or All.
2. The screen is not on their role's menu. A role's menu decides which screens show in the sidebar. Add the screen to the role.
3. The role cannot view that kind of record. Each kind of record has View, Add, Change and Delete boxes on the role. Tick View.
4. A switch is off. Some things are switches on the role, not screens: Message clients, Take payments and refunds, See prices and money, Discounts and cancellations, Export to a spreadsheet and Approve time off and punches. Without See prices and money, the Money and Profit tabs are hidden.
5. The module is switched off for everybody. An admin switched it off under Settings, System, Modules. Nothing was deleted; switch it back on.
6. Simple mode is on. It hides some advanced pages and tabs. See Simple mode.

The words they may see

• "You do not have access to ..." or "Not available to your role." The role is missing the permission named.
• "Compliance is the owner's screen." Compliance is for admins and roles given it.

Good to know

• Admins see everything.
• Every person can read their own access on their page under Team & Time, Employees, on the Settings tab, Access.
• See Roles and permissions.