Why can’t a user see certain data or features?

Modified on Wed, 6 May at 7:16 AM

Why can't a user see certain data or features?

If a user can't see a campaign, lead, button, or feature — the cause is almost always a missing permission, a missing campaign access grant, or a filter hiding the data.

TL;DR

Check in order: (1) Campaign access granted? (2) Feature permissions enabled? (3) Is there a filter/view hiding the leads? (4) Calendar resource/sync configured? (5) Standard user role limiting them? Most issues are resolved in under a minute.

5 things to check

Campaign access missing

Standard users see no campaigns until you grant access. Account → Users → Campaign access → enable the campaign. No campaign access = no leads, no pages, no templates from that campaign. Archived campaigns also won't appear.

Feature permissions disabled

Account → Users → Permissions. Check: Can they view leads assigned to others? Edit statuses? Access dashboards? Manage automations? Missing a permission = missing the corresponding feature in the UI.

Hidden leads (very common)

Leads may be filtered out — not missing. Common causes: a saved filter is active, "Assigned to me" is selected, certain statuses are hidden via Options, a campaign filter is applied, or the calendar shows "Assigned events only". Ask the user to reset all filters and try again.

Calendar / resource visibility issue

If the user can't see calendar events: check they have access to the resource, that the event is assigned to them (or "Assigned events only" is off), and that external calendar sync is linked. Outlook/Google imported events show as Busy — content is not visible to others.

Role limitations or invitation not accepted

Standard users cannot manage other users, change account settings, or configure integrations — these are admin-only. If the user sees a completely blank dashboard, they may not have accepted the invitation yet, or their email doesn't match the created account.

Read more⌄

Feature-to-permission mapping

If a specific feature is missing, check the corresponding permission under Account → Users → Permissions:

Missing feature	Permission to check
Automations menu not visible	Manage automations
Templates not editable	Edit templates
Pages / booking forms not accessible	Edit webpages
Cannot create or edit bookings	Calendar access to the resource
Sensitive lead fields hidden	View sensitive fields (field-level permission)
Can only see own leads	View leads assigned to others
Comments / history / files not visible	View comments, history, files
Dashboard access missing	Access dashboards

Admin users have all permissions by default. Standard users need each permission explicitly granted.

Troubleshooting

User sees a completely blank dashboard

Has the user accepted the invitation email?
Does the email address in the invitation match the one they are logging in with?
Has campaign access been granted for at least one active campaign?
Are all default permissions disabled?

User cannot see leads assigned to others

Enable "View leads assigned to others" under Permissions
Check if the user has accidentally applied a "Assigned to me" filter — ask them to reset all filters

Calendar events not showing

Confirm resource access for the calendar resource in question
Check "Assigned events only" calendar view setting
If events come from an external calendar (Outlook/Google), they show only as "Busy" — content is not shared with other users
Verify the external calendar is correctly linked in the calendar sync settings

Common searches

user can't see campaign • missing feature • hidden leads • permission denied • user not seeing data

How do I control what users can see and do?
How do I create new users?
How do I filter leads by specific criteria?
Calendar permissions: control user access in calendars