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Team & Settings

Team Common Issues

Troubleshooting team and access problems

At a Glance

  • Troubleshoot invitation emails not received (check spam, verify email address)
  • Resolve permission and role access problems
  • Fix login and account connection issues for team members

Team Common Issues

Solutions to frequently encountered team and role problems in WorkSnap Pro.

Invitation Issues

Invitation Email Not Received

Symptoms: Person you invited says they didn't get the email.

Solutions:

  1. Check spam/junk folder - Most common cause
  2. Verify email address - Check for typos in the invitation
  3. Check email security - Corporate email may block external invitations
  4. Try again - Remove and re-invite with correct email
  5. Use alternate email - Try personal email if corporate blocks it

"User Is Already a Team Member" Error

Symptoms: Error when trying to invite someone.

Cause: That email is already associated with your organization.

Solutions:

  1. Check your team list—they may already be there
  2. If they're listed, no action needed
  3. If not visible, contact support

Symptoms: Invitee clicks link but gets error.

Solutions:

  1. Link may be expired - Remove and re-invite
  2. Already used - They may have already accepted
  3. Wrong browser - Try different browser or incognito mode
  4. Clear cache - Have them clear browser data and try again

Person Can't Find Your Organization

Symptoms: Invited person created account but doesn't see your organization.

Solutions:

  1. Check organization switcher - Click profile, look for organization list
  2. Verify email match - They must use the exact email you invited
  3. Re-invite if needed - Remove and invite again
  4. Check they accepted - They may need to click the email link

Access and Permission Issues

"You Don't Have Permission" Error

Symptoms: Error when trying to perform an action.

Cause: Your role doesn't allow that action.

What Each Role Can't Do:

Role Common Blocked Actions
Member Access Settings, Team, Billing
Admin Access Billing, invite Admins

Solutions:

  1. Ask an Owner or Admin to perform the action
  2. Request a role upgrade if you need ongoing access
  3. Verify you're in the correct organization

Can't See Team Settings

Symptoms: No Team option in Settings menu.

Cause: You're a Member, not an Owner or Admin.

Solutions:

  1. This is expected behavior for Members
  2. Ask an Owner/Admin if you need team access
  3. Request role upgrade to Admin if appropriate

Can't See Billing Settings

Symptoms: No Billing option in Settings.

Cause: Only Owners can access billing.

Solutions:

  1. This is expected behavior for Admins and Members
  2. Contact the Owner for billing questions
  3. Only Owners can change subscription or payment details

Can't Invite Admin Users

Symptoms: Admin role not available when inviting.

Cause: Only Owners can invite Admins.

Solutions:

  1. Ask an Owner to invite the Admin
  2. Or invite as Member first, then have Owner upgrade to Admin

Role Change Issues

Can't Change Someone's Role

Symptoms: Role dropdown disabled or not showing.

Possible Causes:

Situation Reason
You're an Admin Only Owners can change roles
They're an Owner Cannot change Owner role (must transfer)
It's yourself Cannot change your own role

Solutions:

  1. Ask an Owner to make the change
  2. For Owner changes, use ownership transfer instead

"Cannot Demote the Last Owner" Error

Symptoms: Error when trying to change Owner's role.

Cause: Every organization must have at least one Owner.

Solutions:

  1. Make someone else an Owner first
  2. Then you can demote the original Owner
  3. At least one Owner must exist at all times

"Only Owners Can Assign Admin Roles" Error

Symptoms: Error when trying to make someone an Admin.

Cause: You're an Admin, not an Owner.

Solutions:

  1. Ask an Owner to make the change
  2. Owners are the only ones who can create Admins

Removal Issues

Can't Remove Team Member

Symptoms: Remove button disabled or error when removing.

Possible Causes:

Situation Reason
They're an Owner Cannot remove Owners
They're an Admin (and you're Admin) Only Owners can remove Admins
It's yourself Cannot remove yourself
They're the last Owner Must have at least one Owner

Solutions:

  1. Have an Owner perform the removal
  2. Transfer ownership before removing an Owner
  3. You cannot remove yourself—have someone else do it

"You Cannot Remove Yourself" Error

Symptoms: Error when trying to remove your own account.

Cause: Self-removal is blocked to prevent accidents.

Solutions:

  1. Have another Owner or Admin remove you
  2. If you're the only Owner, transfer ownership first
  3. This is a safety feature, not a bug

Removed Person Still Has Access

Symptoms: Someone you removed can still log in.

Clarification:

  • They can still log into WorkSnap (their account exists)
  • They should NOT see your organization's data

If they still see your data:

  1. Verify they were actually removed (check team list)
  2. Have them refresh or log out and back in
  3. Check if they're viewing cached data
  4. Contact support if issue persists

Team Limit Issues

"You've Reached the Limit" Error

Symptoms: Can't invite new team members.

Cause: Your subscription plan has a team member limit.

Solutions:

  1. Upgrade your plan - Go to Settings > Billing
  2. Remove unused accounts - Free up a slot
  3. Review who needs access - Not everyone may need their own account

Not Sure of Your Limit

How to check:

  1. Go to Settings > Team
  2. Look at the team count (e.g., "3 of 5")
  3. Or check your plan details in Settings > Billing

Account and Login Issues

Team Member Can't Log In

Symptoms: Invited person can't access their account.

Solutions:

  1. Password issues - Use "Forgot Password" to reset
  2. Wrong email - Verify they're using the invited email
  3. Account not created - They may need to complete signup first
  4. Check invitation - Ensure they clicked the invitation link

Team Member Sees Wrong Organization

Symptoms: Person sees a different organization's data.

Cause: They may belong to multiple organizations.

Solutions:

  1. Click profile/organization name
  2. Select your organization from the list
  3. Verify the organization name matches

Invited Person Already Has Different Account

Symptoms: Person wants to use existing account but was invited to different email.

Options:

  1. Invite their existing email - Remove old invite, invite correct email
  2. They use new email - Accept invitation to invited email
  3. They can belong to multiple orgs - Different emails = different memberships

Ownership Issues

Need to Transfer Ownership

How to transfer:

  1. Go to Settings > Team
  2. Change the new person's role to Owner
  3. Your role becomes Admin automatically
  4. They now have full control

Before transferring, ensure:

  • New Owner understands the responsibility
  • You're okay losing billing access
  • This is the right decision

Accidentally Transferred Ownership

Solutions:

  1. Ask the new Owner to transfer it back
  2. They must change your role back to Owner
  3. If they're unresponsive, contact support with proof of ownership

Owner Left the Company

Symptoms: Only Owner is gone, no one has full access.

Solutions:

  1. If you have Admin access - Contact support with business documentation
  2. If no admin access - Contact support with proof of business ownership
  3. Documentation needed - Business registration, proof of role

This is a serious situation—support will need to verify identity.

Sync and Display Issues

Team List Not Updating

Symptoms: Changes don't appear in the list.

Solutions:

  1. Refresh the page
  2. Wait a moment—changes may be processing
  3. Log out and back in
  4. Clear browser cache

Role Shows Incorrectly

Symptoms: Person's role looks wrong.

Solutions:

  1. Refresh the page
  2. Verify the role in the database (make a test change)
  3. Clear cache if display seems stuck

Plan and Feature Issues

Team Features Not Available

Symptoms: Can't find team settings at all.

Possible Causes:

  1. You're a Member - Only Owners/Admins see team settings
  2. Free plan - Team features may be limited
  3. Display issue - Try refreshing or different browser

Upgrade Didn't Unlock More Slots

Symptoms: Upgraded plan but still can't add members.

Solutions:

  1. Wait a few minutes for sync
  2. Refresh the page
  3. Log out and back in
  4. Check billing to confirm upgrade processed
  5. Contact support if issue persists

Quick Reference

Common Errors and Solutions

Error Message Solution
"You don't have permission" Ask Owner/Admin for help or request role upgrade
"User is already a team member" Check team list—they're already there
"Cannot demote the last owner" Make someone else Owner first
"Only owners can assign admin roles" Ask an Owner to make the change
"You cannot remove yourself" Have another Owner/Admin remove you
"You've reached the limit" Upgrade plan or remove unused accounts

Who to Ask for Help

Issue Type Who Can Help
Need higher role Owner
Billing questions Owner
Team member issues Owner or Admin
Can't access something Owner or Admin
Technical problems Support

Previous: Inviting & Managing Team Members Next: Organization Settings

What Happens Next

  1. 1Try the suggested solution for your specific issue
  2. 2Re-invite team members if invitation links expire
  3. 3Contact support if problems persist after troubleshooting

Common Questions

Why can't my team member see certain features?
Check their role. Members have limited access compared to Admins and Owners. Change their role if they need more permissions.
Invitation link isn't working — what should I do?
Links expire after a period. Remove the pending invitation and send a new one.
Can I transfer ownership to someone else?
Yes, as Owner go to Settings > Team, click your profile, and select Transfer Ownership. You'll become an Admin.

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