Your account identifies you. Your Business membership, role, Site access and plan determine what you can use.
1. Check the Business
Check the Business name before opening or changing work. Switching Business does not move records between them.
2. Check the task and record
| What you notice | What to check |
|---|---|
| An area is missing | Your role may not include that tool. |
| You can read but not edit | Reading and changing records can be separate permissions. |
| A feature needs plan access | Ask the person managing Plan & Billing to review the plan. |
| A linked record will not open | Related records can have different permissions. |
| Prices or costs are hidden | Commercial prices and internal costs have separate access. |
| A colleague sees more Site work | You may have different Site access or assignments. |
3. Ask for the access needed
Tell the Business owner or administrator which task, Project and Site are involved. They can review the actual permission without guessing from your job title.
Being listed in Team or selected for a Project does not itself give you a login or additional access. A Customer contact is not automatically an app user.
4. Recover after an access change
Reconnect and check the current record before retrying. Keep unconfirmed mobile work open while access is reviewed. Do not move evidence to another Business to get around a denied save.