Why a page or setting is missing
The four usual reasons you can't find something in Flourivate, and how to tell which one it is.
Most "missing" pages are in a collapsed section, on a different screen, not available yet, or hidden by your role. Work down this list and you'll usually find it in a minute.
Before you start
- Time: 2 minutes.
- Check the workspace name at the top of the sidebar. Everything belongs to one workspace, so if you have more than one, you may be in the wrong one. See Sign in, reset your password, switch workspaces.
Steps
- Open collapsed sidebar sections. The sidebar is grouped under headings: CRM (Launchpad, Dashboard, Contacts, Opportunities, Tasks, Media, PDF Tools), then COMMUNICATIONS, MARKETING, PAYMENTS, ANALYTICS, EDUCATION, AFFILIATES and SETTINGS. Each heading has an arrow. A collapsed section hides its pages until you click the heading again.
- Search for it. Press Ctrl+K (Cmd+K on a Mac) and type the name. Inside Settings, use Search settings... at the top of the page.
-
Check the Settings groups. Settings is at the bottom of the sidebar. Its cards are grouped:
Group What's in it Workspace Basics Workspace Profile, Users & Permissions, Branding Channels & Infrastructure Domains, Integrations, API & Webhooks Data & Records Tags, Custom Values, Custom Objects, Data Imports Governance & Audit Usage Credits, Autopilot Rules, Help & Support, Security, GDPR & Compliance, Activity Log, Labs -
Look for a badge. Beta means it works but may still change. Coming Soon means it isn't available yet, even if the card opens.
- Ask whether your role includes it. If a card or page isn't there at all, your role doesn't include it. Cards don't show a lock; they're hidden. Ask your workspace owner to check your permissions in Settings > Users & Permissions. See Add a team member and choose what they can see.
Things that live somewhere you might not expect
| Looking for | It's here |
|---|---|
| Help, Ask AI and support requests | Help Center (the question mark at the top), which opens Help & Support |
| Cookie banner | Settings > GDPR & Compliance > Cookie Settings tab |
| Activity history | Settings > Activity Log (opens its own page) |
| Sign-in history | Settings > Security > Security Audit Log |
| Notification settings | The bell at the top right, then the gear |
| Your logo and colors | Settings > Branding |
| Your portal's logo and name | Learning > Manage > Portal |
| Payment provider choice | Payments > Settings > Payment routing |
| Revenue numbers | Payments > Analytics |
Check it worked
- You've found the page, or you've confirmed it's marked Coming Soon or hidden by your role.
If something's off
- You're the owner and still can't see it: it may not be part of your Flourivate plan, or it may be something we haven't turned on yet. Send us a request and tell us what you were looking for. See Get help.
- A page opens but says "This page did not finish loading": Flourivate has probably updated. Hold Shift and click reload.