Feature Issues

Feature not working

• Confirm the module is enabled for the company.
• Confirm your role includes the Module.Resource.Action permission.
• Retry after a full refresh. If a channel integration failed, reconnect tokens as described in inbox setup guides.

Data not updating

Lists are company-scoped. If you switched company, you are viewing another dataset. For inbox messages, confirm webhooks and tokens still match Meta settings.

Incorrect information

Correct the source record (lead, voucher, employee) rather than a dashboard tile. Dashboards read posted or saved data.

Workflow problems

Approvals and leave routing depend on department heads and the approvals engine. If a request is stuck, check the assignee and whether the approver still has access.

Automation Workflows

FAQ