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Best practices for troubleshooting access

Last updated: 7 May 2026


What this does

Use this guide when a user cannot see or use a module, workspace, project, task, template, or action in IMPACT.

Current access and functionality

  • Verified against the current impact-web, impact-client, impact-marketplace, and impact-portal code on 2026-05-07.
  • Access is controlled by a combination of account, workspace, role, permission, project/team assignment, feature flags, subscription entitlement, feature limits, and item ownership.
  • Missing navigation usually means the app has hidden an unavailable module or action.
  • Mobile and web can expose different levels of setup functionality; some admin actions remain web-first.

Troubleshooting order

  1. Confirm the user is signed in with the expected account.
  2. Confirm the selected workspace or company is correct.
  3. Confirm workspace membership is active.
  4. Confirm role and permission level.
  5. Confirm project, team, task, or respondent assignment.
  6. Confirm subscription entitlement and feature limit.
  7. Confirm feature flag or deployment availability.
  8. Confirm the item exists in the expected touchpoint, such as impact-web, impact-client, or impact-marketplace.
  9. Ask the user to refresh, reconnect, or sign out and back in after access changes.

Common access patterns

  • Module missing for everyone: check entitlement or feature flag.
  • Module visible to admins only: check role and permission.
  • Project missing for one user: check workspace, project membership, filters, and assignment.
  • Marketplace item owned but unavailable for import: check item type, account, destination feature, and admin permission.
  • Mobile can view but not edit: the action may be web-first or stage/role-limited.

Common issues

  • Issue: “I am an admin but cannot see it.” Fix: Admin role does not override missing entitlement or disabled feature flags.
  • Issue: “It works in web but not mobile.” Fix: Confirm the mobile app exposes that action; some setup remains web-first.
  • Issue: “The user accepted the invite but sees nothing.” Fix: Check workspace selection and assign them to the relevant team/project/task.