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I don't see the menu item

Three possible causes in a fixed checking order: role, plan, or hidden by yourself — with the assignment table for all menu items.

A menu item that a colleague has but you don't has one of three causes — best checked in this order:

1. The role

In the main navigation, several areas are role-restricted: Time Tracking, Controlling and Maintenance contracts are only visible to Admin and Planner, Conflicts to everyone except Employees, Resources to everyone except Purchasing/Warehouse.

The menu under Settings follows the same principle:

  • Admin only: "Accounts & Access", "Permissions", "My Plan", "Billing", "Plugins", "Tenant Settings", "Documents", "Contract & Legal"
  • Admin and Planner: "Working Time Model", "Workflow Templates", "Rates & Costs", "Audit Log", "Trash"
  • plus Team Lead: "Team", "Master Data"
  • Admin, Planner and Purchasing/Warehouse: "Import/Export"
  • every role: "Profile", "Security", "Notifications"

Your own role is shown in your profile; only the Admin can change it.

2. The plan

Features outside the booked plan disappear entirely from the menu (exception: the control room, see below):

Menu itemAvailable from
Dashboard, My Work, Desk, Resources, Orders, Offers, Customers, Absences, Time Trackingall plans
Import/Export (in Settings)all plans
InventoryPro
ConflictsPro
ControllingPremium
Audit Log (in Settings)Premium
Maintenance contractsPremium
Control roomPremium

Without Premium, the Control room stays visible in the menu, with a lock on the entry. A click opens a locked preview with sample data ("The control room is included in the Premium plan"); it cannot be operated. What the control room can do is described in The control room: your workshop as a floor plan and 3D scene.

If you open another locked page directly via a link, you see: "This feature is not available in your current plan. Available from the … plan." with the "Request plan upgrade" button. What your own plan includes is shown by "My Plan".

3. Hidden by yourself

Via the pencil icon "Customize menu" in the sidebar — on the right above the menu list, directly below the search field — items can be hidden, including by accident. This affects the main navigation only; the menu under Settings cannot be personalized. A note in the sidebar points this out when every optional menu item is hidden, and refers you to editing the menu; "Reset to default" restores everything.

Also known as: Menu item missing, Inventory missing, Conflicts missing, Sidebar, not visible, menu missing, missing from the menu.

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