I can't see a page or button
Why a menu item, page or button is missing or locked: usually your role in the workspace, sometimes the plan.
Plainstamp shows each person only what their role allows, and some features come with paid plans. When something is missing, it's almost always one of these two.
1. Your role doesn't include it#
Your role is shown under your name at the bottom of the menu. What each role misses:
| Your role | What you won't see |
|---|---|
| Employee | Reports, Budgets, Cash forecast, Bank feed, Pay run, Connections, Plan & billing. No Approve button. No Export button on Transactions and Bills. No admin-only Settings tabs (approval rules, custom fields, departments, reminders, checks). |
| Worker | Everything except your own tasks: no Transactions, Bills, Vendors, Projects, Documents or Team. |
| Accountant | Can't add or change anything, so there's no New button. No Pay run, Connections or Plan & billing. |
| View only | Can't add, change or comment. No New button, no Export button, no Reimbursements and no Money pages. |
| Admin | Can see Plan & billing but can't change the plan. Can't require two-step sign-in for everyone. |
A Worker who opens a page that isn't for them sees this:
An Employee or View only person who opens Reports, Budgets or Cash forecast (for example from a saved link) sees this instead:
The Bank feed page says "The bank feed is for admins and your accountant", and Connections says "Only admins can manage connections". Pay run says "Pay runs are for owners and admins". None of these mean the page is gone; they mean your role can't open it.
What to do: ask an owner or admin. They can change your role on the Team page, or do the job for you. See Roles: who can do what.
2. Your plan doesn't include it#
Pages for features your workspace's plan doesn't include still open, but show a short note with a lock, saying which plan includes them:
Owners and admins get a See the … plan button; everyone else sees "Ask the workspace owner about upgrading."
Some of the features that need a paid plan:
| Feature | Plan |
|---|---|
| Approval rules by amount, spending limits, cash forecast, check printing, pay runs, QuickBooks or Xero, email-in invoices, other currencies, projects | Small and up |
| Two-step approvals, bank feed, purchase orders, custom fields, vendor portal, spreadsheet export | Team and up |
| Departments, approval chains of 3 to 8 people | Business |
Reports, budgets, reimbursements, task templates, phone notifications, the morning email and end-of-day reports are on every plan, including Starter. See Plans: what each one includes.
3. Other reasons#
On a phone? The menu is the bar across the top. Swipe it sideways to see more. The round camera button only shows on phones and tablets.
Wrong workspace? If you belong to several, check the name at the top of the menu. See Switch between workspaces or add another.
The workspace is paused. A red banner says "This workspace is paused". You can look at everything, but nothing can be added or changed, so the buttons for doing things disappear. See The workspace is paused.
The item is already done. Finished tasks, paid bills and reconciled transactions move to the Completed page. See Completed items and the Activity log.