Understand an unavailable action
Read hover, focus and inline explanations to resolve the exact blocker.
On this page
Before you begin
Focus or hover the unavailable action and read its surrounding readiness panel.
All staff. Company feature access and current setup requirements apply.
Step by step
- 1
Read the actual reason
The page can explain missing draft, locked session, disconnected workspace, role restriction, company access or required setup.
- 2
Check the selected record
A completed sale, expired quote or already attached customer may make a specific action unavailable even while the workspace works.
- 3
Resolve the stated prerequisite
Start a new sale, unlock, refresh, complete permitted setup or ask the owner for the required access according to the actual message.
- 4
Retry after the state changes
Check that the prerequisite was confirmed before trying again. If the reason is missing or inconsistent, report the exact screen and action to support.
Keep in mind
A checkbox for company access does not grant every provider capability or action permission.
Use keyboard focus to read explanations when hover is not available. Touch screens should use visible inline readiness messages.
If something goes wrong
A button gives no explanation
Capture the screen without private data and report the action, selected record state and safe steps to reproduce.