Troubleshoot a missing menu or record

Check access conditions before treating a missing item as a product failure.

Before you start

Your own account and the name of the missing feature or record.

Steps

1. Confirm you are in the intended hub and team context.
2. Check module activation and the operating view with an administrator.
3. Check your role and record visibility.
4. Clear list filters and repeat the search.
5. Provide the record reference and expected action when escalating.

Expected result

You can distinguish navigation, filtering and access issues.

Important behaviour

Do not share another user’s credentials to test access. A visible conversation does not necessarily grant access to every linked specialist record.

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