Sequifi has no fixed Rep, Manager or Admin role. What you see comes from your permission group, whether you are a Company Admin, the add-ons your company has turned on, and your company's settings. Your job title does not decide your menu, so two people with the same title can see different things.
Who can do this: Anyone can use this article to work out why something is missing. Changing someone's access needs a Company Admin, or an admin whose permission group includes Permissions > Groups.
What decides what you see
Your permission group. Each user is normally in one permission group. The group lists what you can see and do in the Worker view, in the Admin view, and on other people's profiles. Menu items, tabs and buttons appear only when your group allows them. Your company sets up groups in Admin view > Permissions > Groups.
Company Admin status. A Company Admin (also called a super admin) starts in the Admin view after signing in. Only Company Admins see Tools, User Management, Billing, Email Settings and View As.
Add-ons. Some features appear only when your company has turned on the add-on, for example SequiDocs, S-Clearance, Clock In / Clock Out, LMS, Sales Forms and Reserve Balances. Sales Forms is free for every company.
Company settings. For example, the Network tab on your profile appears only if your company pays overrides, and Reconciliation appears only if your company uses reconciliation.
What "Is Manager" does
The Is Manager field on a worker's Organization tab marks them as a manager. It does not add menu items. It lets that person approve or decline their team's requests, submit a request on behalf of a team member, and see the Office Performance card on their Home page. To see the Approvals tab, their permission group must also include it.
Why a menu item or feature is missing
What you can't find | Usual reason | What to do |
Hiring, when you are in the Admin view | Hiring is in the Worker view, not the Admin view. | Select Worker in the Worker / Admin toggle. See Where is Hiring? |
The Admin or Worker tab in the toggle | Your permission group doesn't include that view. You only see the views you hold. | Ask a Company Admin. |
Pending Pay | Your payroll has been stopped. | Ask your company admin. |
Commission, Override, Pay Stubs, Pending Pay, Leaderboard, sales reports | Your company's Sequifi account is set up for payroll only (a SequiPay account), which doesn't include commission pages. | Ask your company admin where to see your pay. |
Timesheets or the time clock | Your company doesn't have the Clock In / Clock Out add-on, or your group doesn't include it. | Ask your company admin. |
SequiDocs, S-Clearance or LMS | The add-on is off. For SequiDocs and S-Clearance, your group may also not include it. | A Company Admin can check Tools > Add-Ons. |
The Add Sale (or Add Loan) button | Sales Forms isn't turned on yet. It's free for every company. | A Company Admin can check Tools > Add-Ons. |
Tools, User Management, Billing, Email Settings, View As | These are for Company Admins only. | Ask a Company Admin. |
The Network tab on your profile | Your company doesn't pay overrides. | Nothing to fix. |
Sales | Mortgage companies see Loans instead of Sales. It is the same page. | Look for Loans. |
Alert Center, My Sales, a Support menu item | These were removed or renamed. | My Sales is now My Earnings > Commission. See Where did the Alert Center go? For help, see Getting help from Sequifi Support. |
If you open a page your group doesn't include, you see "Not Permitted!" and "You do not have permission to view this page." This is an access setting, not an error.
How to get access
Workers and managers: ask your company admin, and name the exact menu item or page you need. Sequifi Support doesn't change who can see what. Your company admin does.
Admins:
In the Admin view, open Permissions > Groups.
Find the person's group and edit it. Turn on the permission they need, then select Save Changes. This changes access for everyone in that group.
To give one person a different group, a Company Admin can change their Permissions Group in User Management (the company name at the bottom of the Admin menu). A position can also carry a permission group.
Don't lock yourself out. Never move yourself into a group without Admin permissions, and don't remove your own Company Admin status. You would lose the Admin view, including payroll, until another Company Admin restores it.
On the mobile app
The mobile app has no Admin view and no Worker / Admin toggle. Everyone sees Earnings, Sales and the + button. Requests, Approvals, Hiring and Standings appear only if your permission group includes them, and Clock In/Out appears only if your company has the Clock In / Clock Out add-on. Admins and managers see only their own earnings and sales in the app. Hiring in the app is view-only. Settings, payroll and team management are on the web.
Common questions
Does being a manager give me Hiring and Management?
No. Hiring and Management appear only if your permission group includes them. The Is Manager field controls request approvals and the Office Performance card, not menus.
Why does a coworker with the same title see more than I do?
They are probably in a different permission group, or their position carries a different group. Your company admin can compare the two.
Can Sequifi Support turn on a feature or permission for me?
Sequifi Support doesn't change who can see what. Ask your company admin. For an add-on your company doesn't have yet, a Company Admin can request it in Tools > Add-Ons. If your admin thinks a setting isn't working, they can contact Sequifi Support.
Related articles
Still stuck? Getting help from Sequifi Support.