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Why can't I see something?

What you can see and do in an account depends on your rights. Your administrator sets them for you under Settings → Users, or for your team under Settings → Teams — while you work in a team, the team's rights apply.

So two people in the same account can see different sidebars, and the same person can see different things in two accounts, or in two teams.

A page is missing from the sidebar

Sidebar item Needs
Notes, Clients CRM Access
Reports Reports Access
Accounting View Invoices
Pricebook View Invoices, in an account that uses a Pricebook
The account's own pages A high enough Custom Field View Level for that page

With none of these, you see No pages available when you open the account:

No pages available: Smee Bosun, your user has no access to any pages in this account. Ask an account administrator to grant you CRM, Reports or Accounting access — with a Switch account button

Ask an administrator for the access you need, or click Switch account to work in another account.

A button says no

When you try something your rights don't allow, the message names the right you need:

You need the Delete Clients right to delete clients. Ask an administrator.

Pass that message on to your administrator — it tells them exactly which switch to turn on.

Some buttons are greyed out with No access when you hover over them, and some settings pages show Read only — you can look, but not change anything.

A custom field is missing or locked

Each custom field has a level. You see a field if your Custom Field View Level is at least the field's level, and can change it if your Custom Field Edit Level is. Otherwise the message says which level the field needs and which level you have. See Custom fields.

The rights, and what they let you do

Right Lets you
CRM Access Use clients and notes
View All Clients See every client, not only your own
Reassign Clients Change who a client belongs to
Export Clients Export clients
Delete Clients Delete clients
Bulk Edit Edit many records at once
Send Bulk Send bulk messages
Reports Access Open reports
Files Access Work with files
See and edit other people's calendars Use other people's calendars
Create and change automations Change workflows and their tasks
Manage Custom Fields Change custom fields and custom tables
View Invoices See quotes and invoices
Create Invoices Create invoices and change the invoicing setup
Edit Invoices Edit invoices
Export Invoices Export invoices
Pay Invoices Record payments
Reconcile Invoices Reconcile invoices
Delete Invoices Delete invoices
Manage Users Manage users, teams and account settings
Add/Remove Users Add or remove users
BC Account Access Manage the account's BaseCloud billing and credit

Each page in these docs starts with a Who can do this box listing the rights it needs, by these names.