Resolve Login, Email Verification, and Role Access Issues

Access issues usually come from account status, email verification, role permissions, or opening a page intended for platform administrators.

Login and signup checks

• Use the email address attached to the agency account.
• Complete email verification before starting subscription checkout.
• Use password reset if the password is not known.
• Sign in again if a save message says the session expired.

Role checks

Some dashboard pages require the agency owner, administrator, employee manager, accountant, or platform administrator role. If a page is hidden or blocked, compare the signed-in role with the workflow being attempted.

Platform admin pages

If a page shows Platform admin access only, the current user is not allowed to view cross-agency platform data. Use an account with the platform_admin role for agency management, subscriptions, and global analytics.

Account visibility

Open Users and accounts to review the current session, visible account cards, role, status, and email verification state. User activation and suspension are controlled only from the platform admin panel.

What to send support

Include the login email, agency name, page URL, role shown in Users and accounts, and exact access message. Do not send passwords.