A page or button is missing
Why something you expect isn't there or is greyed out: your role, your project team, your studio's billing, or a connection.
Techstyles hides what your role doesn't allow, without a message. If you open a page's address directly and land back on Home, that is why. The most likely causes come first.
1. Your role doesn't include it
Each person is an Admin, a Manager or a Member. These are the starting points, and an admin can change most of them in Settings > Roles & permissions.
| What's missing | Who has it to start with |
|---|---|
| Finance | Admins. Managers can look but not change anything. Members don't see it. |
| New invoice, Create PO, Void and the rest of Finance | Admins |
| Reports | Admins and managers |
| Calendar | Admins and managers |
| Team | Admins and managers. Members can see their own weeks of the capacity plan. |
| Studio pages in Settings | Admins. Managers see Capacity. |
| Atelier in the top bar, Report Insights | Admins only. These can't be switched on for anyone else. |
| Delete on contacts, tasks and finance documents | Mostly admins |
Fix: ask a studio admin to change it. See Choose what each role can do, or Change a member's role.
2. You're not on the project team
Projects shows admins every project. Everyone else sees the projects they're on the team for, so a project you've been told about may not be listed. Parts of a project you aren't on can also show as empty.
Fix: ask someone on the project, or an admin, to add you to the team.
3. You're in the wrong studio
If you belong to more than one studio, you only see the one you're in. Your avatar menu lists Your studios. See Switch between studios.
4. The button is greyed out
It usually means something has to happen first.
- Void on an invoice: hover over it to see why. See Cancel an invoice.
- Send to client or Issue to contractor on a drawing package: the package lists what's in the way under Before sharing with the client or contractor:. See Complete the issue checklist.
- Editing a sent invoice or an approved purchase order: a Locked banner explains. See Correct an invoice you've already sent.
- Portal actions on a client card: "Save changes to enable portal actions" means you need to click Save changes first.
5. It needs a connection first
- Sync to Xero only appears once Xero is connected.
- Slack settings on a project need Slack connected for the studio.
- Your Inbox and the Calendar card on Home need your own Google account connected.
6. Saving fails, or a banner says read-only
If your studio's trial has ended or a payment is overdue, you can read everything but not change anything. A banner at the top of every page says why. See Trials, payment problems and read-only studios.
7. You're on a phone or an old version
- Some controls aren't shown on a phone. For example, Who can access isn't shown when you upload files. Try a larger screen.
- On narrower screens the sidebar collapses by itself. Click the toggle at the top of it to see the labels.
- If a notice says A new version is available, save your work and click Refresh.
8. It isn't in Techstyles
Some things you might look for don't exist yet: expenses, importing or exporting contacts, and your own invoice number format. See Invoicing and Xero and Enquiries, clients and proposals.
Still stuck? Contact Techstyles support with the page you're on and your role.