I can't see a page, tab or button
Pages and buttons depend on your role, your permissions, your company's switches and your subscription.
Last updated October 22, 2026
Who can do this: Everyone on your team
Your role and permissions
The sidebar only shows what you're allowed to use. For example, Administration is for Admins, and Billing needs the View Billing permission.
Ask your Admin to check your boxes in Administration > Users (Edit, then User Permissions). See Roles explained.
You only see Patients
Your login is set up for patient documents only. Ask your Admin if you need more.
Your company turned it off
Some tabs and screens, such as the Calendar or some patient tabs, can be switched off for a whole company. Your Admin can ask support at admin@casemgmt.io to turn one on.
Every page says Access Restricted
Your company's trial or subscription has ended. See What “Access Restricted” means.
Referral Staff
Referral Staff only ever see the referral portal: Dashboard, My Referrals and New Referral.