Check the member record
- Open Team and find the person by email.
- Check whether the invitation is pending, whether the member is active or blocked, and which role and branch they have.
- If your role allows it, unblock an incorrectly blocked member or move them to the correct branch.
- Review the organization’s plan and paid capacity if the action remains unavailable.
- A branch assignment limits which branch’s customers and activity a person can use.
- Changing a custom role’s permissions affects everyone assigned that role; review the scope before saving.