# Troubleshooting

> Resolve common Workspace369 browser, access, synchronization, communication, and billing issues before contacting support.

- Product: Workspace369
- Documentation version: 2026.3
- Section: Administration
- Last updated: 2026-07-11
- Canonical source: https://docs.workspace369.com/v/2026.3/admin/troubleshooting/

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Start with the smallest reliable check. Record the page, time, account, workspace, and action involved before changing several settings at once.

## Confirm the active context

Verify that you are signed into the intended account and workspace. If the issue involves a client, project, conversation, invoice, or integration, confirm the exact record before troubleshooting its behavior.

## Refresh application state

When a recently changed permission, setting, or status does not appear:

1. Save the change and wait for its completion state.
2. Refresh the current page.
3. Sign out and back in if the session still shows old access.
4. Test in a current supported browser without extensions that modify page behavior.

## Check permissions

Unexpected missing actions or access-denied states often require a role, module, or client-assignment review. See [Team access and permissions](/v/2026.3/admin/team-access-and-permissions/).

## Check time-sensitive workflows

For schedules, automations, business hours, queues, forwarding, and scheduled messages, confirm the workspace timezone and the relevant date or time configuration.

## Check communication status

For SMS, email, calls, or voicemail, verify the channel configuration, destination, compliance status where applicable, and any delivery or failure state shown in the conversation.

## Check billing context

For invoice or payment issues, confirm the client, invoice reference, payment amount, currency, status, and whether split payments, credits, or another billing record are involved.

## Contact support

Email [support@workspace369.com](mailto:support@workspace369.com) with:

- The affected page and record reference.
- The exact action attempted.
- The expected and actual result.
- Approximate time and timezone.
- A screenshot with sensitive information removed.

Do not send passwords, private API keys, full payment credentials, or other secrets.