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Fixing “Action Not Allowed” Error for a User Role

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Written by Sophie
Updated over 2 months ago

Overview

This error message usually appears when a user does not have the correct permissions assigned to their role.
In most cases, this happens when a company admin (ex. contractor admin) attempts an action that requires more privileges within their role configuration.

Below, we use the following example as a use case to explain how to identify and resolve this issue.

Use Case

A contractor was asked to verify Company A and ensure that the correct role (Contractor – Admin/Owner) was set.
However, when the contractor tried to perform this action, they received an “Action Not Allowed” error message.

The error message indicates that the contractor’s current role (Contractor – Employee) does not have the necessary permissions to complete the requested action.

The user is currently assigned to a Contractor – Employee role, which has limited permissions — they can view company-related data but not configure or manage it.

🛠 Steps to Fix the Issue

Step 1: Check the User’s Role

  1. Navigate to:
    ​Configuration → User Roles (in this case Contractor – Employee) → Permissions

  2. Review the role setup to confirm which permissions are currently applied.

Step 2: Review Role Permissions

In the Permissions tab, ensure that the appropriate permissions are granted under the Company Portal section.

Under Company Portal → Users, make sure the following are checked:

If these boxes are not checked, the user will encounter the “Action Not Allowed” error when attempting to modify or assign roles.

Step 3: Test Access Again

Ask the company admin (ex. contractor admin) to:

  • Log out and log back in

  • Try performing the same action again on Company A

They should now be able to complete the task without receiving the “Action Not Allowed” message.

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