#Resolve team and product access issues

When a product or business record is missing, confirm your current team first, then check whether the product is unavailable, the record filters are wrong, or your team lead needs to adjust your access.

#Who this is for

This guide is for team members who cannot find a product, cannot open a page, cannot locate a customer record, or see different content from a teammate.

#Confirm the current team first

Products and records can change with the active TradeGo AI team. Before troubleshooting:

1. Check the current team shown in the upper-right area.
2. If you belong to multiple teams, switch to the team responsible for the work.
3. Reopen the Tool Market or target product.
4. Search again for the customer, sales case, or conversation.

Do not create another account to solve an access issue, because this separates your work records.

#If a product is missing

When TradePilot, Smart CRM, TradeClaw, or another required product is absent from the Tool Market, note the product name and your task, then contact your team lead. For example:

I need TradePilot to handle an inquiry from a German customer and work with the sales cases assigned to me. My current team is Export Sales.

This is more useful than a general request for “more permissions.”

#If the product opens but a record is missing

Check the search terms, filters, and current team. For a customer, try the company name, contact email, or website domain. In TradePilot, search by the customer or sales-case name.

If the record exists but remains unavailable, send your team lead:

• The record or customer name
• The action you need to take
• The team that owns the work
• A teammate who can already see it

#Check again after access changes

Refresh the page or reopen the product after your team lead completes the change. Confirm that you can perform the required task; you do not need access unrelated to your current work.

#FAQ

#Why is a product missing from the Tool Market?

Confirm your current team and refresh the Tool Market. If the product is still missing, tell your team lead the product name and the work you need to complete.

#Why can I open a product but not find a record?

Clear the filters and confirm the customer or case name. If a teammate can see the record and you cannot, ask your team lead to check whether you need access to it.

#What information should I include when requesting access?

Include the product, task, related customer or record, owning team, and whether you need only your own records or wider team collaboration.