Troubleshooting: User Cannot Perform Actions (Permissions Missing)

Problem

A user reports they are unable to perform a specific action in Zudello, such as:

• Editing a document (Save/Update button disabled or missing).
• Submitting a document (Save and Submit button disabled or missing).
• Approving/Rejecting a document (buttons disabled or missing).
• Deleting/Archiving a document (action missing from menu).
• Creating a new document/record (button missing).
• Accessing certain settings pages or features.

Common Causes

1. Missing Action Permissions: The most common cause. The user's assigned User Groups lack the specific permission required for the action (e.g., PURCHASING:INVOICE#UPDATE to edit an invoice, SYSTEM:EXPORT#CREATE to create an export).
2. Missing View/Visibility Permissions: Often, performing an action requires underlying view/visibility permissions. For example, to update an invoice, the user typically needs PURCHASING:INVOICE#UPDATE, PURCHASING:INVOICE#VIEW, and PURCHASING:INVOICE#VISIBLE. If #VIEW or #VISIBLE is missing, the #UPDATE permission may not function correctly.
3. Incorrect User Group Membership: The user is not a member of the User Group(s) that grant the required permission(s).
4. Document Status Restrictions: The document's current status prevents the action (e.g., trying to edit a document in a COMPLETE status, trying to submit an already submitted document). See Document Statuses.
5. Approval Flow Restrictions:
   • Trying to Approve/Reject when it's not the user's turn or the step isn't active. See Cannot Approve/Reject a Document.
   • Trying to edit a document during an approval milestone where editing is disabled (Configure Resource Editability).
6. Data Permissions: While less common for blocking actions, highly restrictive Data Permissions could theoretically prevent an action if the system cannot verify the user's right to modify the specific record, even with action permissions.
7. Feature Not Enabled: The feature itself might not be enabled for the team (e.g., trying to use Budgets if the module isn't active).

Troubleshooting Steps

1. Identify the Specific Action and Resource: Clearly define the action the user is trying to perform (e.g., Edit, Submit, Approve, Delete) and the type of resource (e.g., Purchase Invoice, Supplier Record, Export Template).
2. Check Document Status/Context: Is the document in a status that logically allows the action? Is the user the correct pending approver for an approval action?
3. Identify Required Permission(s): Determine the specific permission key(s) needed for the action (e.g., {Module}:{Submodule}#{Action}). Refer to Zudello documentation or consult support if unsure. Remember to include necessary #VIEW and #VISIBLE permissions.
4. Review User's Groups (Admin Task):
   • Go to Organisation Settings > Users. Find the user and Edit.
   • Note which User Groups they belong to for the relevant Team.
5. Review User Group Permissions (Admin Task):
   • Go to Organisation Settings > User Groups.
   • For each group the user belongs to, Edit the group and check the assigned Permissions.
   • Does any assigned group grant the required permission(s) identified in Step 3?
6. Adjust Configuration (Admin Task):
   • If the required permission is missing, add it to the appropriate User Group.
   • If the user is in the wrong User Group(s), adjust their membership (Organisation Settings > Group Membership or via the User profile).
7. Test Access: Ask the user to log out and log back in (or perform a hard refresh) and try the action again.

Need Help?

If the user still cannot perform the action after verifying permissions and context, contact Zudello support. Provide:

• The email address of the affected user.
• The specific action they are trying to perform.
• The Document UUID or type of record involved.
• Details of the User Groups the user belongs to and confirmation that the required permissions appear assigned.
• Screenshots of the disabled button or error message.