I cannot see a project or edit its data
Use this guide when you can sign in but a job, tab or button is missing. These are different situations. First work out whether the problem affects the whole account, one feature or a single project. A missing menu entry alone does not mean the app has failed.
What to prepare
Note the selected account name, project and missing action. Read the visible message. You do not need editing permission to check your own permissions and feature status. Company settings and people's access are changed by authorised people. Only the owner sees feature switches.
If you cannot sign in, start with account and sign-in. Signing in repeatedly does not grant project permissions.
Check access in this order
- Selected account. Check the company name in the menu. One person can belong to several companies, each with separate projects and permissions.
- Project list. Clear search. Check Active, Archived and Favourites. Access to selected sites shows only assigned or shared projects.
- Features. Open Profile and account → Subscription → Features. Check whether the required module is enabled, disabled or outside the plan.
- Permissions. Open My profile → Profile → Your companies. Check viewing permission, then editing or deletion permission separately for the relevant area.
- Project. Look for Read-only. Someone with Creating projects and project settings: Changes can remove this lock with Enable editing.
- Account access. Check the expiry date and status under Subscription. An account's editing access ending is separate from a lock on one project.
The result should identify one specific reason and the person who can resolve it. Avoid changing several settings at once without checking their effects.
Account type and plan are separate
A personal account is for your own project. A company account also supports team work. Basic and Pro determine the available feature range. Basic includes projects, drawing, estimates, documents and schedules, among other features. Pro adds features including graphics, work hours and change history. Check the current range in the app.
A new account has a 14-day trial without a card. Payments are currently disabled and the trial does not start an automatic charge. After the trial, data remain available to view. A Kaldrix administrator can extend editing access. Do not try to fix a lock by registering again.
A plan does not give every person permissions. A company account does not enable every feature. Some modules can be hidden initially on a new personal account; the owner checks them under Features.
What common results mean
- Disabled: ask the owner to enable the feature. Disabling a module keeps its data but hides access to working with it.
- Outside the plan: check the required access description. Adding a menu link does not unlock a feature.
- No permission: ask the team manager for the specific permission, such as changing a drawing. Viewing and deletion are separate.
- Company access could not be checked: choose Check again. A failed check does not prove that the trial ended.
- Company suspended or being deleted: contact its owner or support as the message advises. This is different from one locked project.
After permissions change, refresh the page if the menu still shows the old state.
Exercise: identify the cause without changing data
Select a known project. Check the account, filters, one feature's status, your permissions and the project lock. Do not disable modules for this exercise.
Finish when you can explain: “I can view this project, but editing requires…” and name the missing permission or lock. If the issue remains, give support these findings without passwords or confidential documents. The help assistant explains steps but cannot unlock the account.
Related guides
Review creating a project, estimates or saving problems.