Permissions and Visibility

Assisterp uses your assigned role and permissions to decide which menus, tabs, records, and actions you can use.

Why something may be missing

A menu item, tab, button, or row action may be missing when:

• Your role does not include that area.
• The action needs a more specific permission, such as add, edit, import, export, or view.
• The area is available only to administrators or owners.
• A firm setting controls whether the area is shown.

For example, a person may be able to open Clients but not see Import or Export. Another person may see Employees but not All Branch Employees.

What to check first

1. Confirm you are signed in to the correct firm workspace.
2. Confirm you are using the right area of Assisterp for the task.
3. Ask an administrator to review your Role And Permission assignment.
4. If you work across branches, ask the administrator to confirm the correct branch assignment as well.

Administrators can review role setup in Settings > Employees & Roles. See Employees and Roles for creating roles, updating permissions, and assigning employees.

What administrators should know

Permissions are not only for the left sidebar. They can also control:

• Settings sections and settings subitems.
• Client tabs such as Individual, Business, CRM, and Groups.
• Action-bar controls such as Add, Import, Export, Sort, and column settings.
• Whether a row can be opened.

When troubleshooting access, check both the employee’s assigned role and the permissions inside that role.