Help and Troubleshooting › Security Section
Roles
| Symptom | Likely cause | Fix |
|---|
| The required role is not visible in the list. | The list is not filtered to the required record, or the current layout does not show the expected information. | Use Search with the role name. If necessary, select Standard Layout or use Columns Chooser to review the display. |
| A new role record remains open after saving. | Save was selected instead of Save and Close. | Select Save and Close when the role entry is complete and you want to return to the list. |
| The wrong display arrangement is shown. | A non-standard layout is active. | Select Standard Layout, or select the appropriate Layout name and use Update Current if the current layout should be retained. |
| A role or layout is about to be removed. | The deletion action may not match the intended item. | Confirm whether you need Delete for the selected record or Delete Current for the current layout before proceeding. |
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Teams
| Symptom | Likely cause | Fix |
|---|
| The required team does not appear in the list. | The current search, filter, or saved layout may be limiting the displayed records. | Clear or revise Search, use Apply filter as needed, or select Standard Layout. |
| Changes to a team are not visible after leaving the record. | The record may not have been saved. | Reopen the team, make the required changes, then select Save or Save and Close. |
| The Teams list does not show the columns needed for review. | The current layout does not include the required columns. | Use Columns Chooser, then select Save for a new layout or Update Current for the selected layout. |
| A duplicate team exists. | Similar teams may have been created separately. | Review the relevant records in the Teams list and use Merge teams where appropriate. |
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Users
| Symptom | Likely cause | Fix |
|---|
| The required user cannot be found in the list. | The list is filtered or the required columns are not displayed. | Use Search and, if necessary, use Columns Chooser or select Standard Layout. |
| The user record is not available after entry. | The record may not have been saved. | Reopen the record if still available and select Save or Save and Close. |
| The wrong branch or warehouse appears for a user. | selectedBranch or selectedWarehouse was not reviewed before saving. | Open the user record, review the Branches / Warehouse tab, correct the selections, and select Save. |
| A deletion was started by mistake. | The deletion action was selected unintentionally. | Select Cancel if it is available rather than continuing with the deletion. |
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