Troubleshoot Permissions, Locations, and Subscription Access
Symptom
Section titled “Symptom”A module, record or action is missing; a page says access denied; a location cannot be added; or you can view information but cannot save an operational change.
Most likely causes
Section titled “Most likely causes”Yepsta applies several boundaries together:
- Role: owner, manager or staff.
- Role permission and scope: the exact action under Settings → Permissions → Roles & Access.
- Location access: the user and record must share an allowed branch; an action scope cannot expand the user’s assigned locations.
- Owner-only rule: some settings, billing, activity logs and account setup cannot be delegated.
- Feature availability: a runtime/provider condition can hide a conditional feature.
- Subscription entitlement: grace can warn; expired, suspended or cancelled access pauses operational writes.
- Plan limit: active locations cannot exceed Starter 1, Growth 5 or Pro unlimited.
Safe checks
Section titled “Safe checks”- Read the exact page heading and error.
- Confirm the signed-in business and role.
- Confirm the record’s location and the page’s location filter.
- Ask the owner to review the exact permission and scope under Roles & Access, then the user’s role and locations in User Management.
- Check whether the task is owner-only.
- Review Plan Details for status, grace, expiry and active-location usage.
- Refresh once only after preserving non-sensitive unsaved text.
Resolution
Section titled “Resolution”- Permission missing: the owner enables only the job-required action and narrowest suitable scope, confirms the role change, and asks affected users to sign in again.
- Wrong location: assign the user to the correct branch or open the record within an already permitted location.
- Location limit reached: review active locations and the plan; do not create a duplicate business.
- Subscription paused: use owner Billing/Plan Details to renew. Support and billing remain available.
- Owner-only task: ask the owner to perform it; do not use a bookmarked route to bypass access.
- Conditional feature absent: check the relevant guide and contact Support when enablement is required.
Cross-module quick diagnosis
Section titled “Cross-module quick diagnosis”| Symptom | Safe checks | Authoritative guide |
|---|---|---|
| Staff/service missing from booking | Same location, active/bookable exact service, staff assignment/hours | Availability troubleshooting |
| Slot or calendar differs | Date/location/staff filters, capacity, conflicts, status and policy | Appointment troubleshooting |
| Waitlist does not progress | Entry status, location/service match and available slot | Manage the Waitlist |
| Duplicate customer | Search normalised phone/email before adding or importing | Customer Directory |
| Invoice/payment total differs | Invoice vs payment status, wallet/credit note and financial year | Invoices |
| GST report differs | GST settings, invoice date/location/status and ITC period | GST Reports and ITC |
| Import failed | Open the validation job; correct rows before one safe commit/retry | Import and Export |
| Stock mismatch | Location, tracking state, ledger, purchases/transfers/sales | Stock by Location |
| Product absent from store | Active product, public/store setup and current catalogue source | Configure Online Store |
| Store order issue | Fulfilment status, linked invoice/payment and stock separately | Manage Store Orders |
| Custom domain pending | Customer-visible DNS/status and one safe refresh | Connect a Custom Domain |
| WhatsApp setup unavailable | Owner access, readiness and conditional coexistence availability | WhatsApp Account Setup |
| Template parameter mismatch | Approval/account, variable count/order and available data | WhatsApp Templates |
| Campaign excludes recipients | Phone validity, duplicates, consent, suppression, safety caps | WhatsApp Campaigns |
| Campaign remains queued | Schedule/timezone, pause state, account/template, credits and safety | WhatsApp Campaigns |
| Notification not sent | Event mapping, channel readiness, recipient, credits and logs | Notification Logs |
| Project setup/start blocked | Basics, manager/team, milestones, billing reconciliation, start date and paid activation gates | Project setup and activation |
| Project review/release blocked | Latest version, readiness, approval, payment gate and exact child permission | Project deliverables and approval |
| Project/report missing | Exact Projects permission, location, staff assignment and financial-report access | Project permissions and troubleshooting |
| Inbox cannot reply | 24-hour window, account readiness and text-only limitation | WhatsApp Conversations |
| QR does not reach Google | Business-level Google URL, active QR, threshold and private setting | Google Review Link |
| Subscription payment/access issue | Billing History status, grace/expiry and successful activation | Subscription and Billing History |
When to contact Support
Section titled “When to contact Support”Contact Support when the role/permission/location/plan state looks correct but access is still blocked, a conditional feature should be enabled, a payment completed without activation, or a safe source correction does not resolve a discrepancy.
Information to provide
Section titled “Information to provide”Provide the page/action, role, masked user, selected location, plan/status, approximate time, exact safe error wording and checks already completed.
Information never to share
Section titled “Information never to share”Last reviewed: