"No access" or "You do not have permission": your role lacks a permission

Question 1

Why do I see "No access"?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 2

Why do I see "You do not have permission to view <screen>. Ask your administrator."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 3

Why do I see "You do not have permission to do that."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 4

Why do I see "Missing permission: <MODULE>:read"?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 5

Why do I see "You do not have permission to view any settings section. Ask your administrator."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 6

Why do I see "Needs the Lookups permission."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 7

Why do I see "Needs the Structure permission."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 8

Why do I see "Picking a tower needs the Structure permission."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 9

Why do I see "Needs the Projects permission."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 10

Why do I see "Needs the Companies permission to pick or create one."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 11

Why do I see "Needs the Companies permission to pick or create one; leave for an administrator."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 12

Why do I see "Needs the Users permission to pick an owner."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 13

Why do I see "Listing users needs the Users permission; ask an administrator to assign this opportunity."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 14

Why do I see "Picking a project needs the Projects permission."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 15

Why do I see "Picking a unit needs the Structure permission. Ask someone with it to price this opportunity."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 16

Why do I see "Pricing plans and live pricing need the Pricing permission; only hand-added charges are possible."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 17

Why do I see "Picking parking needs the Parking permission."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 18

Why do I see "Choosing a contact type needs the Lookups permission."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 19

Why do I see "Choosing a company type needs the Lookups permission."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 20

Why do I see "Choosing a parking type needs the Lookups permission."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 21

Why do I see "Choosing an activity type needs the Lookups permission."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 22

Why do I see "Listing amenities needs the Lookups permission."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 23

Why do I see "Searching <kind> needs read access to that module."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 24

Why do I see "Needs the Bank Accounts permission."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 25

Why do I see "Picking the company needs the Companies read permission."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 26

Why do I see "Choosing a set of books needs the Books read permission. Ask your administrator."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 27

Why do I see "Linking a society needs the Projects update permission."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 28

Why do I see "Changing the person's name or phone needs the Contacts update permission."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 29

Why do I see "Adding lines needs read access to Charge Components and Bookings (payment cadences). Existing lines are shown; new ones cannot be picked."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 30

Why do I see "Adding lines needs read access to Charge Components. Existing lines are shown; new ones cannot be picked."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 31

Why do I see "Adding lines needs read access to Bookings (payment cadences). Existing lines are shown; new ones cannot be picked."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 32

Why do I see "Allotting units needs the Structure permission."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 33

Why do I see "Benefit plans need the Pricing permission"?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 34

Why do I see "Adding charges needs the Charge Components permission; existing lines can still be edited."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 35

Why do I see "Linking groups to stages needs the Construction Stages permission."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 36

Why do I see "The payment schedule preview needs the Bookings permission."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 37

Why do I see "A construction-linked preview needs the Construction Stages permission."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 38

Why do I see "Milestone-linked rows need the Milestones permission to list the project's milestones."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 39

Why do I see "Creating the ledgers needs permission to edit projects"?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 40

Why do I see "Editing opening balances needs the Chart of Accounts update permission."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 41

Why do I see "Appropriating needs permission to update demands"?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 42

Why do I see "Posting a revenue run needs REVENUE:approve"?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 43

Why do I see "Only a user allowed to approve revenue (REVENUE:approve) can change the policy."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 44

Why do I see "A Finance Lead (PAYMENTS:approve) approves the run before the bank file is exported."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 45

Why do I see "Searching companies needs the Companies permission; the booking's partner is used."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 46

Why do I see "Tower names need the Structure permission; rows are still listed."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 47

Why do I see "Needs access to <MODULES>"?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 48

Why do I see "You can view the structure but not add towers or units. Continue, or ask someone with the Structure permission."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 49

Why do I see "Without the Projects permission every project of the company is mirrored."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 50

Why do I see "You can see this workflow but lack the permission to start it (WORKFLOW_RUNS:create)."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

Question 51

Why do I see "Nothing to choose from."?

Accepted Answer

Every permission is a module and an action. The role editor lists the modules by group
(Organi 1. Work out which permission is missing. The message names it: the module ("Lookups",
   "Companies", "Books") and the action ("read" or "view", "update" or "edit", "create", "approve").
   A No access card on a screen means View on the screen's module.
2. Ask an administrator (anyone with the Edit permission on Roles & Permissions; in the
   default roles the Administrator) to grant it. On
   Roles & Permissions they open your role with
   Edit role, tick the action on the module, and save. The
   change applies to everyone who holds that role. If that is too broad, they can create a role for
   your job with New role and move you to it on
   Users (the Edit permission on Users); a user has one
   role, so the new role must carry everything you need.
3. Or hand the step to someone who has the permission. The messages often say so: "Ask someone
   with it to price this opportunity", "ask an administrator to assign this opportunity", "leave for
   an administrator". Approvals in particular are meant to be done by a different person: a
   Finance Lead approves a payout run and posts a revenue run, a Sales Manager approves an
   estimate.
4. Reload the page after the role changes so the screen picks up the new permissions; the
   sidebar, buttons and pickers follow what your role holds.
5. "Nothing to choose from." is not a permission problem: the list is empty. Add the values
   (a campaign audience, a lookup, a project) and reopen the picker.

"No access" or "You do not have permission": your role lacks a permission

Messages this explains

"No access" or "You do not have permission": your role lacks a permission

What you see

Why it happens

How to fix it

Related