Property & Compliance Management

Troubleshoot a permission denied message

Check capability, view-own ownership, company context and target-record ownership.

Reviewed 27 October 2026Merged module 2.1.3

Where to goAdmin Area → Setup → Roles and source record

Before you start

Investigate with the affected role and workspace; a direct route does not bypass record permissions.

Follow these steps

Record the exact screen, record reference and error message.
Check capability, view-own ownership, company context and target-record ownership.
Core customer/staff/invoice permissions may also be required.
The issue is resolved or can be escalated with a precise record reference and reproducible error.

Fields, rules and limits

Core customer/staff/invoice permissions may also be required.

Check it worked

The issue is resolved or can be escalated with a precise record reference and reproducible error.

If something does not look right

If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.

Questions and answers

What should I verify for this task?

Core customer/staff/invoice permissions may also be required.

Why is the record or action unavailable?

Investigate with the affected role and workspace; a direct route does not bypass record permissions. Check the current company and record relationship before requesting additional access.