Troubleshooting
Fixes for the most common problems, including missing buttons, unavailable AI actions, demo workspace limits, and integrations that stopped syncing.
- Who can use this
- Authenticated workspace members
On this page
Explore overview diagram
Overview diagram
Troubleshooting
Overview diagram. The text on this page has the exact steps and permissions.
Start here
Most problems come down to one of four things: you're in a different organization or demo workspace than you think, your role doesn't allow the action, your plan doesn't include it, or the action needs a recent sign-in. Check those first.
Quick checks
- Check the workspace switcher. Are you in the organization you expect?
- Is there a demo banner at the top? Some actions are sandboxed in demo workspaces.
- Does your role or access profile allow this action? See Team and access.
- Does the action need a recent sign-in or MFA? See Account security.
Common problems
A button is missing or disabled
Open its ? hint if it has one. It usually names the missing role, plan feature, or sign-in check.
An AI action is unavailable or failed
Check AI access, the active skill, and the generation source selected in AI settings. Hosted AI needs credits; BYOK needs a valid provider key. The run's error is in Agent activity.
Time is missing from an invoice import
It may already be on another invoice, be linked to a different client, or be a work log that needs reconciling. The import preview lists excluded time separately.
A reminder didn't send
Paid and canceled invoices can't get reminders. Failed sends are recorded in the invoice history with the reason.
Demo preview, convert, or discard is unavailable
These are owner-only. Make sure you're the owner and the workspace is still marked as a demo.
An integration stopped bringing in messages
Reconnect it from Settings → Integrations or your account profile. Ask an admin if it's a shared connection.
I can't see a client portal project
Portal clients only see projects they've been granted. An owner or admin can grant access from Organization admin → Client portal.
Billing problems
For problems with invoices you send, check the invoice status, balance due, due date, and reminder history on the invoice. For problems with paying for Flopinio, an owner can check the subscription in Settings → Billing.
FAQ
How do I contact support?
Email [email protected] with what you tried, what you expected, and what happened.