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:
- Save the change and wait for its completion state.
- Refresh the current page.
- Sign out and back in if the session still shows old access.
- 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.
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 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.