Use these validation tips to confirm users have the correct role, branch, and menu access after configuration changes.
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Branch defaults and personal settings: If these permissions are unchecked and a branch default exists, users have view-only access to that branch default.
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No branch default configured: If no default is configured, users may not be able to view data on the Resource Planning or Scheduling screens.
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Permission validation: Confirm role, menu, and branch permissions after configuration changes, migrations, or new user setup.
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Access troubleshooting: If a user cannot see a menu or feature, verify the assigned role, enabled permissions, and branch access first.