Who this is for: Admins, employees and clients
CRMCEO shows tools according to the selected company, its enabled modules and your permissions. Two people in the same workspace can have different menus.
Steps
Confirm that you are signed in with the intended account and have selected the correct company.
Check your role. A client account has a different workspace from an employee or company admin.
Ask an admin to confirm that the module is included in the company's current package and is enabled.
Ask the admin to review your view, add, edit and other permissions for that module. Permission to view a record does not automatically allow changing it.
Check the record filters, date range, ownership and project membership. A filtered list can appear empty even when records exist.
If you get stuck
If access is still unexpected, contact CRMCEO support with the module name, your role and the action you expected. Hide private information in screenshots.