See the role and businesses currently available to your team login.
1. Open My Access
Open the account menu → Account → My Access. This tab is shown for a team member.
2. Review your scope
Check Assigned Role and each Sensitive Capability marked Allowed or Not Allowed. Use the business selector to see and choose an allowed business.
3. Check a missing action
A document’s payment state or closed dates can restrict an action even if your role permits the module. Read the message beside the blocked control.
4. Ask for the right change
Give the owner the business name, module, and action you need. Ask them to review the role or assignment rather than creating a second membership.