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Workspace and access

Diagnose a problem

How to work out why something is missing, will not save or never arrived, and what evidence to gather before asking for help.

Almost everything that looks like a fault in Heyllave is one of three things, and they can be told apart in under a minute. Always start with the same triage: it saves you asking for a permission you already have.

Triage in three questions

The section or the action is missing?
Question 1Are you in the right workspace?Your permissions and your data are per workspace. If you belong to several, check this before anything else.
Question 2Is the module enabled?If it is off, the section does not exist for anyone. Foundation modules cannot be switched off, so for those the answer is always something else.
Question 3Does your role include that action?Permissions are checked per action: seeing a screen does not grant changing it.
If all three check outIt is the setting or the statusA disabled feature answers “no permission”, and an operation may require a specific starting status.

Two traps worth knowing:

  • Enabling a module grants no permissions, and widening a role enables no modules. They are independent controls. A permission from a disabled module enables nothing.
  • A disabled feature answers “no permission”. Time tracking or SLA, while off, refuse exactly as if you lacked the permission. Check the setting before asking for the role.

Symptom by symptom

What you seeWhere to look firstThe typical mistake
I cannot find a recordThe workspace, then which fields you marked as indexed on its typeSearching by a field that is not indexed; with none, only the title is searchable
No bookable time appearsResource availability, service limits and workspace limitsRaising the service maximum without seeing the workspace ceiling
The booking is refused on confirmation, but the time was offeredPer-customer availability rulesSlot search does not know the customer; that rule only acts on confirmation
A notice never arrivedThat the rule is active, that the event occurred, the channel and the template — in that orderBlaming the channel when the rule was paused
The WhatsApp message will not sendChannel state and approved templateTreating the channel as connected because Meta signup was started
An event never reached another toolThe delivery result and its code on the integrationAssuming a reachable URL proves the whole flow
Inventory does not add upWhat is held, and the locationReading the aggregate total when the units are at another site
The item is not on the siteThat it is active, listed, priced and in a visible collectionTreating an item as published because its photo was uploaded
The invoice balance did not dropThat the payment was recorded against that invoiceConfusing recording a payment with having received the money
The return or refund is refusedThe starting status and the reversal historyRetrying without checking whether it already landed
An automatic process failed suddenlyWhether a temporary role expiredElevated access lapsed and the operation lost its authorization

Where the evidence lives

Before asking for help, there is almost always a trace already. These are the places to look for it:

What happenedActivity and auditThe workspace’s change log, with its actor and date. Reading it is a permission separate from the rest.
  • Confirm the date window and the actor before concluding it was not recorded.
What was attemptedThe operation’s own historiesEach flow keeps its own, and it is more precise than anybody’s memory.
  • An order’s reversals: refunds, returns, voids and amendments.
  • Inventory movements, with their reason.
  • The delivery result of a notice or a webhook.

Two checking tools are worth knowing alongside those:

  • View as an active member, from Team → Members. You see the product exactly as that person does, read-only and time-limited. Far more reliable than reading a permission matrix and imagining it.
  • The booking-rule check, which evaluates one specific request and tells you which condition decided, and why. It diagnoses the rule; it does not reserve capacity.

Narrow the case before escalating it

A problem described as “bookings are broken” takes days. The same problem, narrowed, is solved in one reply. To narrow it:

  1. One person or everyone? Check with View as. If it is one person, it is their role.
  2. One record or all of them? If it is one, look at that record: its type, its status and its relationships.
  3. Since when? Cross the date with the activity log. A configuration change is usually sitting right there.
  4. One surface or all of them? The mobile app does not include work orders or bookings, so “it is not on the phone” may be expected.
  5. Can you reproduce it? A case that repeats with concrete steps is worth ten descriptions.

What to include when asking for help

The help center prepares the message with the fields that actually matter: the workspace, where it happened, the record or error reference, what happened, what you expected, and the steps to reproduce it.

Include the reference of the record or the error: that is what makes the exact case findable. And leave out passwords, access codes, private keys and customer data that is not needed to understand the problem.

If something doesn’t work

If you cannot open the activity log, that is its own permission and it does not come with the others; ask whoever administers the workspace. If View as is unavailable, that is also a separate permission. And if the triage above checks out on all three questions and the action is still refused, the next place to look is the status: many operations only exist from one specific starting status.