Check the staff record, linked user, role, and work relationships before creating a replacement profile.
Check the selected directory tab, search, status and access filters, and pagination. Confirm the correct workspace and your staff-management permissions. A vendor business and its investigator are different records.
Find the saved profile first. Check its primary email, role, active status, access level, and invitation warning. Use the supported Send login instructions action once the issue is resolved rather than adding the same person again.
Check organization access, invitation completion, linked login, MFA requirements, role permissions, and case assignment. If only particular updates or attachments are missing, check their access groups. Full Access does not override every restriction.
Read the tab's message. These features depend on a linked user account. Also check finance item configuration, open activity assignments, and applicable permissions.
Governance, role hierarchy, self-profile restrictions, owner requirements, and historical links can limit actions. Ask an authorized administrator to review the specific restriction.
For support, provide the staff record, attempted action, and error text without sharing passwords or unnecessary personal data.