Why Can't I See Settings, Reports or Quotes?

Summary

Overview: What you see in Pippify depends on your role (Admin, Sales Manager or Sales Rep) and on your workspace's business type. This guide explains why a menu, page or record may be missing, and who can give you access.

Prerequisites:

• None.

Frequently Asked Questions

I don't see Settings in the menu

Only the Admin sees Settings (Business type, Channels, Branding, Connectors, AI Studio, Users and Billing). Sales Managers and Sales Reps don't.

Fix: Ask your Admin to make the change, or to give you the Admin role. See What Each Role Can Do and How to Make Someone Else the Admin.

I clicked View on the Dashboard and got "You don't have access to this page"

The reports behind the Dashboard tiles and cards (New Leads, Hot Leads, Quotes Sent, Appointments, Avg. Response Time and Leads by Source) are for Sales Managers and Admins. A Sales Rep who clicks View sees "You don't have access to this page" and "This area is limited to other roles in your workspace. Ask your admin if you need access."

Fix: Click Go to dashboard or Go back. The Dashboard itself still shows the numbers. Ask your Admin for the Sales Manager role if you need the reports. See How to Read the Dashboard.

I don't see Quotes in the menu, or the Quotes Sent tile on the Dashboard

Your workspace's business type is B2B - Appointment Setting. That type has no quotes, so Quotes, the Quotes Sent and Pipeline value tiles and the Quotes Sent report are hidden for everyone, including the Admin.

Fix: If your business does send quotes, the Admin changes the business type under Settings › Business type. See How to Choose or Change Your Business Type.

I see Quotes, but some quotes or leads are missing

A Sales Rep sees only the leads assigned to them in Leads, and only those leads' quotes in Quotes. Reps still see every conversation in the Inbox. A quote on any other lead opens "Quote not found. It may have been deleted, or it is on a lead that is not assigned to you.", and that lead's Quotes tab is empty. A Sales Rep also doesn't see the Owner filter in the Leads Filters panel, or the Assign button.

Fix: Ask a Sales Manager or the Admin to assign the lead to you. See How to Assign, Tag or Export Leads.

I can't create or delete a quote myself

Creating a quote by hand, and deleting a quote, needs a Sales Manager or the Admin. Sales Reps don't see the trash icon. Any role can approve a quote Pippin drafted in the Review Queue.

Fix: Ask a Sales Manager or the Admin. See How to Create a Quote Yourself, How to Delete a Quote and How to Approve or Reject Items in the Review Queue.

I can open Sequences but can't edit them

Every role can view the Sequences page, but only the Admin can create or edit sequences and the Follow-up sending window.

Fix: Ask your Admin. You can still start a sequence for a lead from its Follow-up panel. See How to Put Leads on a Sequence.

Pippify Coach says only the Admin can make the change

Coach answers everyone, but only the Admin can apply setting changes.

Fix: See Why Did Coach Refuse My Change?

I opened a link and got "You don't have access to this page"

The link points to a page your role can't open, such as a Settings page or a web form's builder or Submissions page (web forms are for the Admin only).

Fix: Click Go to dashboard, and ask your Admin if you need access. See What Each Role Can Do.

Next Steps & Related Resources

• Next steps:
  • What Each Role Can Do
• Related articles:
  • How to Invite a Team Member
  • How to Make Someone Else the Admin
  • How to Choose or Change Your Business Type
  • How to Read the Dashboard

Need more help? For more information and assistance, please send an email to support@pippify.ai.

Last Updated: 10/15/2026