Client administration troubleshooting

Client settings are unavailable

The client editor requires Administrator-level access. Confirm your role and client scope. Site administrators can edit sites but cannot use platform client settings.

Save uses the wrong action

The footer follows the active tab. General, Client Logo, and Password Policy use Save Client. Accounts, contacts, regions, and branches each have their own save action. Import tabs launch a separate dialog; selecting Save Client there does not perform an import.

Save Client fails

The client name, password minimum length, and password days-valid values are always validated. Minimum length and days valid must be present and numeric. This can block a logo save even if you did not edit Password Policy.

A new logo does not appear

Uploading only stages it. Select Save Client, reopen the client, and check the preview.

Branch contacts reverted

Adding, editing, or marking a branch contact for removal changes the on-screen roster only. Select Save Branch Settings before leaving the branch or dialog.

A delete happened immediately

Client account, region, and branch delete actions currently have no confirmation step. Stop further hierarchy changes, review dependent sites and records, and escalate with the record ID and time. Client-contact deletion does require confirmation.

An import is incomplete

Check the emailed import log. Successful rows remain saved when other rows fail. Compare source rows to the resulting records and retry only corrected failures.