Why Can't I See a Setting or Button?

Most settings and buttons only appear for people whose role allows them. If something is missing, your role likely doesn't include that permission. If you open a link to a section you can't use, you see "This settings section isn't available with your access. Choose another section."

What controls each section

• Workspaces and Roles: workspace owners only.
• Billing: the owner, or someone with permission to manage billing in the primary workspace.
• Investor Signup, Investor Setup, Portal, and Custom Domain: permission to edit workspace, branding, and setup settings.
• Email & Mailboxes: permission to manage investors, contacts, and tasks.
• Invite Member, Grant Account Access, Investor Account Access, and editing Teams: permission to invite team members and grant investor account access.
• Co-sponsor deal sharing on Team: both team management and raise management permissions.
• Support access: workspace owners only.
• Propose Policy on Approval Rules: owners.

Steps

1. Check your role: open Settings and choose Team. Your role is shown next to your name.
2. Ask a workspace owner to change your role or custom role under Settings → Roles.
3. Sign in again or refresh after the change.

Other reasons a button is disabled

• Read Only role or a paused subscription. See Why Is My Workspace Paused or Read Only?
• A plan limit was reached, such as Create Workspace. See Why Do I See "Plan Limit Has Been Reached"?
• You prepared the item. The person who prepares a payment or payout can never approve it.
• You're limited to specific records, so you only see Assigned Records. See How Do I Limit a Team Member to Specific Records?
• You're in a shared demo, where some changes are turned off.
• You're in the wrong workspace. See How Do I Switch or Create Workspaces?

Related: What Roles and Permissions Are Available?

Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.