If you can sign in but can’t find an account, card, or balance, check the items below.
Can’t sign in at all? Use I Can’t Sign In.
Organization: make sure you’re in the right one and it’s active
Role: Employees have no dashboard access; Users need access to specific accounts or cards
Account permissions: Manage money is needed to see the balance and full transaction history
Card: check filters and whether the card is assigned to you
Check the Organization
Use the organization picker in the sidebar to confirm you’re in the correct organization.
An organization that isn’t active may have limited access. See Organization Status and Access.
Check Your Role
An Employee doesn’t have dashboard access to the organization.
A User needs access to the relevant accounts or cards. Ask the person who manages your team to review Roles and Permissions.
Troubleshooting
Issue | What to do |
The account appears, but its balance or full transaction history doesn’t | Ask the person who manages access to the account to check Manage money. |
An account is missing entirely | Ask the person who manages access to the account to review Manage Access to an Account. |
A card is missing | Check your card-list filters. Ask the person who manages access to the account to confirm that the card is assigned to you, or that your role gives you access. See Find and Export Cards and Assign People to a Card. |
Need Help?
Still missing? Contact us through the support widget or at [email protected] with your organization name, sign-in email, the account or card name, what you can see, and the card’s last four digits if available.