ONBOARDING · FREQUENTLY ASKED QUESTIONS
Why are tools missing from my sidebar?
Onboarding answers do not configure sidebar access; workspace features and roles do.
Onboarding asks for your business type and sales method so it can save relevant workspace context. Those answers do not grant features, hide tools, or configure the sidebar.
If CRM, Cold Email Agent, AI SDR, or another tool is missing, check:
- Workspace feature settings. A partner or workspace configuration may not include the tool.
- Your role. Client and other limited roles do not see every workspace tool.
- Private beta access. Some tools require access beyond ordinary feature visibility.
- The active workspace. Feature access can differ between workspaces.
How to fix it
- Confirm that you opened the correct workspace.
- Ask a workspace owner or admin to check your role.
- If this is a white-label portal, ask the partner owner which features are enabled.
- Contact support if the workspace should include the tool but it is still missing.
Not sure this is your situation?
Resetting onboarding will not grant a missing feature. It only clears and recollects the workspace's onboarding business context.