Setup and data problems

My logo does not show on the site or on prints. Upload it once on the branding page. Prints take the company’s logo, phone and email — see Add your logo and colours and Add your company details.

A print keeps asking for company details. They are still empty. Fill the company’s logo, phone and email once and the question stops — see Add your company details.

A new team member cannot open quotes, orders or products. Their roles were ticked by hand and the standard ones are missing. Open the user, pick the role profile Sourcing Agent or Sourcing Manager and save — see Add your team.

An agent cannot submit a request for quotation or add a factory. The Sourcing Agent profile allows both. Open the user, check that the profile is Sourcing Agent and save.

The import rejected some rows. The import says why each row failed. Fix those rows in the spreadsheet and import again; only the fixed rows are added — see Import your factories, clients and products.

I removed the sample data by mistake. This cannot be undone; only the records marked as sample were deleted. Make one example by hand if you need it — see Remove sample data.

I can’t find a record I know exists. Clear the list’s filters and search by name; a filter from an earlier search often hides it.