Resolve invite and access problems
Diagnose common SignBas3 invitation, authentication and role problems without sharing passwords or one-time codes.
Best forOwner / Admin
Before you beginUse a representative record and confirm you have the permissions required for this area.
Step by step
- Open Settings, then Users. In Staff & Access, locate the affected staff member, app user or pending invitation and confirm the exact email address.
- Under Pending Invitations, check the assigned role and expiry date, then use Resend email or Copy link. If no pending invitation is shown, locate the linked user in the staff directory.
- From Staff actions, choose Edit App Access and verify Status, Primary role, App access level and Module permissions, then select Save Access.
- For an authentication problem, use Send Password Reset; Owners may use Set Password. For an authorisation problem, correct role or access instead.
- If the problem continues, create a Support ticket with the affected email, timestamp, action attempted and safe error wording.
Good practice
Never send passwords or one-time codes in a support ticket.
If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.
