Product guide
Fix common issues
Triage paths for admins, managers, dispatchers, finance users, and support teams. Each playbook collects the right details before you escalate.
Common issues
Walk through these checks before escalating — they catch most problems in under a minute.
Invitation email did not arrive
Playbook- 1Confirm email spelling
- 2Check invite status
- 3Resend invite
- 4Ask user to check spam or blocked sender rules
When to escalate
Escalate if multiple users on the same email domain are blocked.
A schedule is missing a resource
Playbook- 1Check resource work schedule
- 2Review leave dates
- 3Confirm required skills
- 4Check project membership
When to escalate
Escalate if availability is correct but the resource still cannot be assigned.
Leave balance looks wrong
Playbook- 1Review approved requests
- 2Check manual balance changes
- 3Confirm half-day duration
- 4Verify rejected requests did not deduct balance
When to escalate
Escalate with user, date range, request IDs, and expected balance.
Payment method failed
Playbook- 1Check billing page
- 2Confirm card status
- 3Open customer portal
- 4Retry after the bank clears the payment
When to escalate
Escalate if the portal shows success but Flowdexa still shows failed state.
User cannot see a dashboard module
Playbook- 1Check role
- 2Review custom permissions
- 3Confirm project membership
- 4Ask user to sign out and back in
When to escalate
Escalate if role and membership are correct but access still fails.
Need a human?
Send the workspace name, affected user, page URL, expected outcome, actual result, relevant IDs, and a screenshot when possible — that's enough to act immediately.