The "You don't have access to that page" message

When you try to open a page or do an action your role doesn't allow, the app sends you back to Home and shows the banner: "You don't have access to that page". Some actions show "You don't have permission for that." instead.

Common causes

• Settings (General, intake forms, client portal, reports): Owner and Partners.
• Members and the Audit log: Owner and Partners.
• Billing and subscription: Owner only.
• Invoices, payments, trust ledger and ZATCA: Owner, Partners and Accountants.
• Creating and editing matters and contacts: every role except Accountant.

The full table is in Roles and permissions.

What to do

1. Make sure you're in the right firm (switch firm).
2. Ask the Owner or a Partner to change your role if your work needs that page; see Change a role.
3. If it's a matter you can't see, check matter visibility.