Troubleshooting Permissions

Add new button showing when it shouldn't

Users do not have the permission to create a new record, but the Add new button is still showing on a List Layout.

Reasons:

• The Add new button will always appear for admins, to see the change you need to preview as a user

• Create permissions is still enabled

• User Roles need to be updated

Your users are getting an error when saving a record

If your users are getting the “Sorry, there was an error saving your record. Please try again.” Check the steps below:

• Do your users have permission to create a new record on the table?

• Do your users have permission to create new on specific fields in the table?

• If you are using a linked field to another table, your users will need create permission to be given on both tables.

Your users are not seeing a field that they should

If your users cannot see the field that is enabled on the layout, check that the user has access to "View" the field or if it is a linked field, they will need access to read the corresponding field on the other table.