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Troubleshooting

Common issues

Quick answers for the problems people hit most: missing modules, empty pages, stuck loading, automations not running and search not finding things.

Updated 2 November 2026
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Quick answers to the problems people hit most often.

A module is missing from my sidebar#

Either it is not in your sidebar, or you do not have access to it.

  1. Open Settings → Workspace → Add-ons and add it.
  2. If it still will not open, you need its View permission — ask your Owner or an Admin.
  3. If it says it is not available on your plan, the Owner can upgrade.

See How access works.

A page opens but buttons are missing#

You can view the module but not change it. Changing things needs the module’s Manage permission, and a few actions — sending invoices, approving bills and expenses — need an owner-sensitive permission only the Owner can grant. See Permissions reference.

My screen looks different from the docs#

Unobits uses your business’s words, so CRM may be called Patients and Bookings Appointments. Some modules also change shape for your kind of business. The addresses do not change. See How Unobits adapts to your business.

A project, file or board is missing#

Records have their own access. Ask the owner of the project, file or board to share it with you.

An automation did not run#

Check, in order:

  1. Is it turned on, and does it pass Validation & preflight?
  2. Is its trigger marked live? Alpha and planned triggers are not dependable.
  3. Has the Owner paused all automations? A banner says so.
  4. Open View runs to see whether it ran and failed.

See Runs, errors and retries.

Search does not find something#

  • Search only shows what you have access to. A colleague may see results you do not.
  • Try the record’s name, a reference number or an email address.
  • In these docs, search understands old names and synonyms — try what you would naturally call it.

Donna says something is not part of my access#

Donna has exactly your access. Ask for the module’s View permission; Donna follows in your next conversation. See Donna and permissions.

Donna stopped answering this month#

You have used your monthly AI allowance. It resets at the start of next month. See Donna and credits.

Something is stuck loading#

Reload the page. If it keeps happening, check the status page and then contact support with the page address and the time it happened.