Troubleshoot public application or countersign link
Check token, record ID, expiry/revocation and current state.
Where to goAdmin application/onboarding record and public link
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 token, record ID, expiry/revocation and current state.
- Do not remove token validation.
- The issue is resolved or can be escalated with a precise record reference and reproducible error.
Fields, rules and limits
- Do not remove token validation.
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?
Do not remove token validation.
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.
