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I cannot see a button or I get "not allowed"

It is almost always your role. Each role can do a defined set of things, the screens hide the rest, and a partner can change your role in Settings.

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Written by Steven Briginshaw

Quick answer

It is almost always your role. A message that says your role does not have permission names the capability the action needs and tells you to ask a partner. The screens hide what your role cannot do, so a missing button is usually the same thing rather than a fault.

What each role can do

  • Assistant. Setting up: create clients and jobs, enter the engagement details, upload records, and remove a file dropped in the wrong slot. Not the accounting work, so no running steps and no recording decisions. The policy, memory and audit sections are not available and say so.

  • Junior. Everything an assistant can do, plus the accounting work: running steps, recording decisions, posting adjustments and recording call notes. Not archiving a job.

  • Senior. All of the above, plus archiving a job, and the answers that step past a warning.

  • Partner. All of the above, plus firm settings: inviting users, changing roles, the firm's house wording and learning.

The answers reserved to a senior or partner

Some options are a deliberate step past something AllDone raised: accepting a difference with a reason, continuing without a piece of evidence, proceeding when the records score is below what was agreed, dismissing an outstanding record. A junior still sees the option and the explanation; the control is replaced by a line saying who can record it. The rule is enforced behind the screen too, so it cannot be worked round.

Getting your role changed

Ask a partner. Settings, Users lists everyone in the firm with their role. You can only assign a role up to your own level, and the firm's last partner cannot be moved down, so there is always somebody who can manage settings.

Two other reasons a control can be missing

  • Your account has been disabled, in which case nothing works rather than one button.

  • The action belongs to the job's state rather than to you. A step that has not reached its turn yet, or a document that is produced later, is described by the screen in terms of when it will appear.

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