Troubleshoot missing client portal sections | Pixie CRM Help Centre
Canonical: https://pixiecrm.com/help-centre/troubleshoot-missing-client-portal-sections
Publisher: Pixie Technologies LLC

How-to guide
Troubleshoot missing client portal sections

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Check contact permissions, customer relationship, document status and visibility settings.

Audience: Staff; Feature: Customer; Permission-aware; 

Where to goCustomer contact (https://pixiecrm.com/help-centre/topic/customer) permissions / Record visibility

Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.

What this guide helps you do

Check (https://pixiecrm.com/help-centre/topic/check) contact permissions, customer (https://pixiecrm.com/help-centre/topic/customer) relationship, document status and visibility settings. Pixie CRM keeps the result connected to the relevant customer (https://pixiecrm.com/help-centre/topic/customer), staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal (https://pixiecrm.com/help-centre/topic/client-portal) visibility and future automation.

Follow these steps

- Go to the affected area: Customer contact (https://pixiecrm.com/help-centre/topic/customer) permissions / Record visibility.

- Capture the exact record, user, time, status and message involved; avoid changing multiple settings at once.

- Check (https://pixiecrm.com/help-centre/topic/check) user permissions, record assignment and active/inactive status first.

- Verify required configuration such as SMTP, cron, gateway credentials, webhook URL or contact permissions.

- Check activity, email (https://pixiecrm.com/help-centre/topic/email), pipe or gateway logs available in Pixie CRM and the connected service (https://pixiecrm.com/help-centre/topic/service).

- Retest with a controlled record after correcting one identified cause.

- Escalate with the captured evidence if the issue remains; do not expose credentials or personal data in screenshots.

Settings to check

Company or individual nameCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Primary contactCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Billing and shipping addressCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Country, currency (https://pixiecrm.com/help-centre/topic/currency) and languageCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Customer (https://pixiecrm.com/help-centre/topic/customer) groupCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Assigned staff (https://pixiecrm.com/help-centre/topic/provider) and portal settingsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Checks before you finish

- Search for duplicates first.

- Use a shared business email (https://pixiecrm.com/help-centre/topic/email) only when appropriate.

- Check contact permissions before sending portal access.

- Check (https://pixiecrm.com/help-centre/topic/check) whether the result should be visible to a customer contact (https://pixiecrm.com/help-centre/topic/customer) or only to staff.

- Confirm the final status, activity entry, generated document or notification (https://pixiecrm.com/help-centre/topic/notification) before leaving the record.

Permission and data safetyDeletion, refunds, signature clearing, module changes, payment (https://pixiecrm.com/help-centre/topic/payment) configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval (https://pixiecrm.com/help-centre/topic/approval) process.

Browse connected topics:payment (https://pixiecrm.com/help-centre/topic/payment)check (https://pixiecrm.com/help-centre/topic/check)currency (https://pixiecrm.com/help-centre/topic/currency)approval (https://pixiecrm.com/help-centre/topic/approval)invoice (https://pixiecrm.com/help-centre/topic/invoice)service (https://pixiecrm.com/help-centre/topic/service)provider (https://pixiecrm.com/help-centre/topic/provider)client portal (https://pixiecrm.com/help-centre/topic/client-portal)notifications (https://pixiecrm.com/help-centre/topic/notification)email (https://pixiecrm.com/help-centre/topic/email)customers (https://pixiecrm.com/help-centre/topic/customer)

Related guides

Client portal overview (https://pixiecrm.com/help-centre/client-portal-overview)Add and manage customer contacts (https://pixiecrm.com/help-centre/add-and-manage-customer-contacts)Invite a contact to the client portal (https://pixiecrm.com/help-centre/invite-a-contact-to-the-client-portal)Configure customer contact permissions (https://pixiecrm.com/help-centre/configure-customer-contact-permissions)Help a client create and follow support tickets (https://pixiecrm.com/help-centre/help-a-client-create-and-follow-support-tickets)