I can't see some records

If a colleague can see something you cannot, it is usually your role.

Your own records, or the whole team's

A salesperson sees the customers, leads, deals, quotations and follow-ups they own. Sales managers, admins and owners see everyone's. This also applies to:

• Signals — you see signals only for records you can see.
• Home — your figures cover only your own records.
• Exports — you export only what you can see.

Records with no owner — for example, customers created by an API sync — are visible only to people who can see the whole team's records. Ask a manager to set you as the owner, or to change your role. See Roles and permissions.

Product costs and margins

Costs are hidden from people without cost access. You still see whether a quotation line meets the minimum margin, but not the figures.

A whole page or button is missing

• Some features depend on your plan — for example advanced reports and API access are part of Business.
• Settings, team, billing and imports need the matching permission.

A record seems to have disappeared

Deleted records no longer appear in lists or signals. Check the audit log in Settings (admins and owners) to see who changed what.