Knowledge Base
Tradentrix's knowledge base walks you through everything from signing up your account to running your day-to-day work from the dashboard, covering jobs, customers, calendar, invoicing and more.
Dashboard guides
Need help using the dashboard?
Useful information
Other questions about the service?
Why can't I see a feature?
If a section is missing from your dashboard, or you're bounced back to the dashboard home when you try to open one, it's down to your access level.
What you'll see
If you don't have any access to a module, its link simply won't show in your sidebar at all, there's no "locked" version to see. If you have a link somewhere or a direct URL and try to open a page you don't have access to, you'll just be sent back to your dashboard home with no error message explaining why.
Where access is controlled
Access is set per module (Jobs, Customers, Calendar, Finance, Reports, Documents, Team) as No access, View only, or View & edit. There are two layers:
- The company default, set by an Admin or the owner in Settings, under the Access tab. This is what new team members get automatically.
- A per-person override, set on an individual's own Team profile page. Only the owner can see or change this, Admins can't override another person's access even though they can change roles and job titles.
Admins always have full access to everything and aren't affected by either of these.
If you think you're missing access you should have
Ask an Admin to check the default in Settings, under Access. If it looks right there and you're still missing something, ask the owner specifically, since only they can see and adjust your individual override on your Team profile.