Troubleshooting Guide

Direct Answer

Solutions to common problems in [PRODUCT_NAME]. Find your issue below and follow the recommended steps to resolve it.

Quick links: Login Issues | Performance | Features Not Working | Data Problems | Integration Issues


How to Use This Guide

Finding Your Issue

  1. Browse by category using the table of contents
  2. Search this page (Cmd/Ctrl + F) for error messages or keywords
  3. Check the Quick Fixes section first

Understanding Solutions

Each issue includes:

  • Symptoms: What you're experiencing
  • Causes: Why this happens
  • Solutions: Step-by-step fixes (ordered by likelihood)
  • Prevention: How to avoid this in future

When to Contact Support

Contact support if:

  • You've tried all suggested solutions
  • The issue affects multiple users
  • You need urgent assistance
  • You've found a potential bug

Support: [support@yourproduct.com] | [Live chat available]


Quick Fixes (Try These First)

Universal Troubleshooting Steps

Try these common solutions before diving into specific issues:

1. Refresh the Page

Why this helps: Clears temporary glitches

  • Browser: Press F5 or Cmd/Ctrl + R
  • Hard refresh: Press Cmd/Ctrl + Shift + R (clears cache)

2. Clear Browser Cache

Why this helps: Removes outdated files

Chrome/Edge:

  1. Press Cmd/Ctrl + Shift + Delete
  2. Select "Cached images and files"
  3. Choose "All time"
  4. Click "Clear data"

Firefox:

  1. Press Cmd/Ctrl + Shift + Delete
  2. Select "Cache"
  3. Click "Clear Now"

Safari:

  1. Preferences → Advanced → Show Develop menu
  2. Develop → Empty Caches

3. Try Incognito/Private Mode

Why this helps: Rules out extension conflicts

  • Chrome/Edge: Cmd/Ctrl + Shift + N
  • Firefox: Cmd/Ctrl + Shift + P
  • Safari: Cmd + Shift + N

If it works in incognito, disable extensions one by one to find the culprit.

4. Check System Status

Before troubleshooting, check if it's a system-wide issue:

🌐 Status page: [status.yourproduct.com]

  • All systems operational - Issue is likely on your end
  • Degraded performance - We're aware and working on it
  • Outage - Service disruption affecting all users

5. Update Your Browser

Why this helps: Ensures compatibility

Check your version:

  • Chrome: chrome://settings/help
  • Firefox: about:support
  • Safari: Apple menu → About Safari
  • Edge: edge://settings/help

Minimum versions:

  • Chrome: 90+
  • Firefox: 88+
  • Safari: 14+
  • Edge: 90+


Category 1: Login and Access Issues

Issue 1.1: Can't Log In

Symptoms:

  • Login form rejects credentials
  • Error message: "Invalid email or password"
  • Account not recognized

Cause A: Incorrect Credentials

Solution:

  1. Verify email address
  • Check for typos
  • Ensure correct domain (gmail.com vs gmail.co)
  • Try alternate email if you have multiple

  1. Check password carefully
  • Verify Caps Lock is off
  • Check for extra spaces
  • Ensure correct keyboard layout
  1. Reset password
  • Click "Forgot Password" on login page
  • Check email (including spam folder)
  • Click reset link within [X] hours
  • Create new password (8+ characters)

Screenshot: [INSERT: Password reset flow]

Cause B: Account Not Activated

Solution:

  1. Check email for activation link
  2. Search for emails from [noreply@yourproduct.com]
  3. Click "Activate Account" button
  4. If link expired, request new activation email

Still can't find email?

  • Check spam/junk folder
  • Add [noreply@yourproduct.com] to contacts
  • Request resend: [Link to resend activation]

Cause C: Browser Issues

Solution:

  1. Clear cookies and cache (see Quick Fixes above)
  2. Try different browser
  3. Disable browser extensions
  4. Update browser to latest version

Screenshot: [INSERT: Login page]


Issue 1.2: Two-Factor Authentication (2FA) Not Working

Symptoms:

  • 2FA code rejected
  • Error: "Invalid authentication code"
  • Code expired message

Cause A: Time Sync Issue

Solution:

  1. Check device time
  • Settings → Date & Time
  • Enable "Set automatically"
  • Verify correct timezone

  1. Sync authenticator app
  • Open authenticator app
  • Settings → Time correction
  • Sync now

Why this matters: 2FA codes are time-based. Clock drift causes invalid codes.

Cause B: Using Old Code

Solution:

  • Wait for new code to generate (every 30 seconds)
  • Use the fresh code immediately
  • Don't type code from screenshot or memory

Cause C: Backup Codes Needed

Solution:

  1. Click "Use backup code"
  2. Enter one of your backup codes
  3. Each code works once only
  4. Download new backup codes after logging in

Lost backup codes?

  • Contact support: [support@yourproduct.com]
  • Verify your identity
  • We'll help you reset 2FA


Issue 1.3: Session Keeps Timing Out

Symptoms:

  • Logged out frequently
  • Must log in repeatedly
  • Session expired messages

Cause A: Short Session Duration

Solution:

  1. Go to SettingsSecurity
  2. Find "Session duration"
  3. Increase to longer period (if allowed by admin)
  4. Enable "Remember me" on login

Cause B: Cookie Settings

Solution:

  1. Check browser cookie settings
  2. Ensure cookies enabled for [yourproduct.com]
  3. Don't use "Always clear cookies" option
  4. Add [PRODUCT_NAME] to exceptions

Browser specific:

  • Chrome: Settings → Privacy → Cookies
  • Firefox: Settings → Privacy → Cookies
  • Safari: Preferences → Privacy → Cookies

Cause C: VPN or Network Changes

Solution:

  • If using VPN, connect before logging in
  • Don't switch networks mid-session
  • Or log in again after network change


Category 2: Performance Issues

Issue 2.1: Slow Loading Times

Symptoms:

  • Pages take long to load
  • Spinning indicators
  • Timeout errors

Diagnostic Steps

First, identify the scope:

  1. Is it just you?
  • Ask teammates if they're experiencing issues
  • Check [status page]

  1. Is it all pages or specific ones?
  • All pages = network/browser issue
  • Specific pages = data/feature issue
  1. When did it start?
  • After update = compatibility issue
  • Suddenly = network or service issue
  • Always = configuration issue

Cause A: Network Issues

Solution:

  1. Check internet speed
  • Use [fast.com] or [speedtest.net]
  • Minimum: 5 Mbps download
  • If slow, restart router

  1. Check latency
  • Open browser console (F12)
  • Network tab → reload page
  • Look for long load times (>5 seconds)
  1. Try different network
  • Mobile hotspot
  • Different WiFi
  • Wired connection

Screenshot: [INSERT: Network tab showing load times]

Cause B: Browser Performance

Solution:

  1. Close unused tabs (keep <20 tabs open)
  2. Clear cache (see Quick Fixes)
  3. Disable unused extensions
  • Chrome: chrome://extensions
  • Disable non-essential extensions
  • Re-enable one by one to find culprit

  1. Check RAM usage
  • Chrome: chrome://system
  • If high memory use, restart browser

Cause C: Large Dataset

Solution:

  1. Use filters to reduce displayed data
  2. Paginate instead of loading all items
  3. Archive old items
  4. Export if you need to work with large datasets

Pro tip: Default view should show <1000 items for best performance.


Issue 2.2: App Freezing or Crashing

Symptoms:

  • Page becomes unresponsive
  • Browser shows "Page Unresponsive"
  • Must force quit

Cause A: Memory Overload

Solution:

  1. Check memory usage
  • Windows: Task Manager (Ctrl + Shift + Esc)
  • Mac: Activity Monitor
  • Browser should use <2GB per tab

  1. Reduce memory use
  • Close other applications
  • Close unused browser tabs
  • Restart browser
  1. Increase available RAM
  • Close background apps
  • Or upgrade RAM if consistently hitting limits

Cause B: Infinite Loop or Stuck Process

Solution:

  1. Stop the process
  • Wait 30 seconds for auto-recovery
  • Or force refresh: Cmd/Ctrl + Shift + R

  1. Report the issue
  • Note what you were doing when it froze
  • Browser console errors (F12)
  • Send to support for investigation

Cause C: Browser Extension Conflict

Solution:

  1. Try incognito mode (extensions disabled)
  2. If works there, disable extensions one by one
  3. Common culprits:
  • Ad blockers
  • Privacy extensions
  • Script blockers


Category 3: Feature-Specific Issues

Issue 3.1: [Feature Name] Not Working

Symptoms:

  • [Feature] button does nothing
  • Error when using [feature]
  • [Feature] missing from interface

Cause A: Insufficient Permissions

Solution:

  1. Check your role
  • Click profile icon → View role
  • Required: [Role level] or higher

  1. Request access
  • Contact team admin
  • Or request from SettingsAccess Requests

Permission reference:

FeatureRequired Role
[Feature 1][Role]
[Feature 2][Role]
[Feature 3][Role]

Cause B: Plan Limitation

Solution:

  1. Check your plan
  • Go to SettingsBilling
  • Compare features: [Link to plan comparison]

  1. Upgrade if needed
  • Click Upgrade Plan
  • Or contact sales: [sales@yourproduct.com]

Feature availability:

FeatureFreeProEnterprise
[Feature 1]
[Feature 2]BasicAdvancedFull

Cause C: Feature Flag or Beta

Solution:

  1. Check if feature is in beta
  • Some features require opt-in
  • SettingsBeta Features

  1. Enable the feature
  • Toggle feature on
  • May require page refresh

Issue 3.2: Unable to Upload Files

Symptoms:

  • Upload fails
  • Error: "File too large" or "File type not supported"
  • Upload button disabled

Cause A: File Size Limit Exceeded

Solution:

  1. Check file size
  • Maximum: [X] MB per file
  • Your file: [How to check size]

  1. Reduce file size
  • Images: Compress using TinyPNG, ImageOptim
  • PDFs: Compress using Adobe Acrobat
  • Videos: Reduce resolution or use compression
  1. Split large files
  • Break into smaller parts
  • Upload separately
  • Or zip and upload (if total

Size limits by plan:

PlanMax File SizeMax Total Storage
Free10 MB1 GB
Pro100 MB100 GB
Enterprise1 GBUnlimited

Cause B: Unsupported File Type

Solution:

  1. Check supported formats
  • Images: .jpg, .png, .gif, .webp
  • Documents: .pdf, .doc, .docx
  • Spreadsheets: .csv, .xlsx
  • Archives: .zip, .tar.gz

  1. Convert file format
  • Use online converter
  • Or native application export
  1. Request new format
  • [Feature request form]

Cause C: Browser or Network Issue

Solution:

  1. Try different browser
  2. Check internet stability
  • Uploads require stable connection
  • Don't switch networks mid-upload
  1. Disable VPN (sometimes blocks uploads)
  2. Try smaller test file to isolate issue


Issue 3.3: Changes Not Saving

Symptoms:

  • Edits disappear after refresh
  • "Save" button disabled
  • "Error saving" message

Cause A: No Internet Connection

Solution:

  1. Check connection
  • Look for "offline" indicator
  • Try loading other websites

  1. Reconnect
  • Check WiFi/ethernet
  • Restart router if needed
  1. Recover unsaved changes
  • Some browsers auto-save drafts
  • Check "Restore session" option

Cause B: Validation Errors

Solution:

  1. Check for error messages
  • Red text near fields
  • Required field indicators
  • Format requirements

  1. Fix validation errors
  • Complete all required fields
  • Follow format examples
  • Remove invalid characters

Screenshot: [INSERT: Validation error example]

Cause C: Concurrent Edits

Solution:

  1. Check for conflict message
  • "Someone else edited this"
  • "Newer version available"

  1. Resolve conflict
  • Review changes made by others
  • Copy your changes to safe location
  • Refresh and reapply your changes
  • Or use "Merge changes" if available

Category 4: Data Issues

Issue 4.1: Missing Data or Items

Symptoms:

  • Items disappeared
  • Can't find previously created data
  • Empty lists or dashboards

Cause A: Filters or Views Applied

Solution:

  1. Check active filters
  • Look for filter icon with indicator
  • Click "Clear all filters"

  1. Check current view
  • Switch between views (List, Grid, etc.)
  • Item may not appear in all views
  1. Check date range
  • Expand to "All time"
  • Or custom range including creation date

Screenshot: [INSERT: Filter indicators]

Cause B: Archived or Deleted

Solution:

  1. Check archive
  • Go to Archive or Trash
  • Search for missing items

  1. Restore if found
  • Select item
  • Click "Restore"
  • Item returns to original location
  1. Check deletion logs
  • SettingsActivity Log
  • Filter by "Deleted items"
  • See who deleted and when

Data retention:

  • Deleted items kept for [X] days
  • After that, permanently deleted
  • Enterprise plans can request restoration

Cause C: Wrong Account/Workspace

Solution:

  1. Check current workspace
  • Look at workspace name (top left)
  • Switch workspaces if needed

  1. Check account
  • Logged into correct email?
  • Try other account if you have multiple

Issue 4.2: Incorrect or Outdated Data

Symptoms:

  • Data doesn't match source
  • Old information displaying
  • Sync issues

Cause A: Cache Not Updated

Solution:

  1. Manual refresh
  • Click refresh icon
  • Or pull down to refresh (mobile)

  1. Force update
  • Hard refresh: Cmd/Ctrl + Shift + R
  1. Check sync status
  • Look for sync indicator
  • "Last synced: [time]"
  • If old, trigger manual sync

Cause B: Integration Delay

Solution:

  1. Check sync frequency
  • SettingsIntegrations
  • See sync schedule

  1. Trigger manual sync
  • Click "Sync now" button
  • Wait for completion
  1. Verify source data
  • Check if data updated in source system
  • Integration may take [X] minutes

Screenshot: [INSERT: Sync status]

Cause C: Data Mapping Issue

Solution:

  1. Review field mappings
  • SettingsIntegrationsField Mapping
  • Verify correct fields mapped

  1. Test mapping
  • Create test item
  • Verify data flows correctly
  1. Contact support
  • If mappings look correct but data wrong
  • Include: Source data, received data, expected data

Category 5: Integration Issues

Issue 5.1: Integration Not Connecting

Symptoms:

  • Can't connect to [external service]
  • "Authorization failed" error
  • Connection timeout

Cause A: Invalid Credentials

Solution:

  1. Verify credentials
  • Check API key is correct
  • Ensure no extra spaces
  • Try regenerating API key

  1. Re-authorize
  • Disconnect integration
  • Reconnect and authorize again
  • Grant all requested permissions

Screenshot: [INSERT: Authorization screen]

Cause B: Network or Firewall

Solution:

  1. Check firewall settings
  • Allow [PRODUCT_NAME] domains
  • Required domains:
  • [yourproduct.com]
  • [api.yourproduct.com]
  • [.yourproduct.com]

  1. Whitelist IP addresses
  • If corporate firewall
  • Contact support for IP ranges
  1. Test connectivity
  • Try from different network
  • Bypass VPN temporarily

Cause C: Service Outage

Solution:

  1. Check external service status
  • Visit their status page
  • Check their Twitter for updates

  1. Wait and retry
  • If their service is down
  • Will reconnect automatically when restored

Issue 5.2: Webhook Not Triggering

Symptoms:

  • Expected events not received
  • Webhook endpoint not called
  • Missing notifications

Cause A: Webhook Disabled or Misconfigured

Solution:

  1. Verify webhook status
  • SettingsWebhooks
  • Check "Status: Active"

  1. Check configuration
  • URL is correct and accessible
  • Events are selected
  • No typos in URL
  1. Test webhook
  • Click "Send test event"
  • Verify receipt on your end

Screenshot: [INSERT: Webhook configuration]

Cause B: Endpoint Issues

Solution:

  1. Verify endpoint accessibility
  • Must be publicly accessible HTTPS URL
  • No authentication required for POST
  • Returns 200 OK status

  1. Check endpoint logs
  • Look for incoming requests
  • Review any errors
  1. Validate signature
  • Verify you're checking webhook signature
  • Use correct secret key
  • Follow signature algorithm exactly

Example signature verification:

const crypto = require('crypto');

function verifySignature(payload, signature, secret) { const expected = 'sha256=' + crypto .createHmac('sha256', secret) .update(payload) .digest('hex'); return crypto.timingSafeEqual( Buffer.from(signature), Buffer.from(expected) ); }

Cause C: Rate Limiting

Solution:

  1. Check retry attempts
  • We retry failed webhooks 3 times
  • With exponential backoff

  1. Review webhook logs
  • SettingsWebhooksLogs
  • See delivery attempts and responses
  1. Optimize endpoint
  • Return 200 immediately
  • Process asynchronously
  • Handle high volume

Category 6: Mobile App Issues

Issue 6.1: App Won't Open or Crashes

Symptoms:

  • App crashes on launch
  • Stuck on splash screen
  • Force closes

Solution Steps

  1. Force quit app
  • iOS: Swipe up from bottom, swipe app away
  • Android: Recent apps, swipe away
  1. Restart device
  • Power off completely
  • Wait 30 seconds
  • Power on
  1. Update app
  • Check App Store/Play Store for updates
  • Install latest version
  1. Clear app cache
  • iOS: Delete and reinstall app
  • Android: Settings → Apps → [App] → Clear cache
  1. Check storage space
  • Need at least 500MB free
  • Delete unused apps/files

Issue 6.2: App Not Syncing

Symptoms:

  • Changes don't appear across devices
  • Offline changes not uploading
  • "Sync failed" error

Solution Steps

  1. Check internet connection
  • Try loading website in browser
  • Toggle airplane mode on/off
  1. Manual sync
  • Pull down to refresh
  • Or Settings → Sync now
  1. Check sync settings
  • Settings → Sync
  • Enable "Auto-sync"
  • Choose sync frequency
  1. Log out and back in
  • Forces full re-sync

Category 7: API and Developer Issues

Issue 7.1: API Authentication Errors

Error: 401 Unauthorized

Causes and solutions:

  1. Invalid API key
  • Verify key is correct
  • Check for extra spaces or line breaks
  • Regenerate key if needed
  1. Expired token
  • Refresh access token
  • Implement auto-refresh logic
  1. Wrong authentication method
  • Check docs for correct method
  • Use Bearer token or API key as specified

Example (correct authentication):

curl https://api.yourproduct.com/v1/endpoint \
  -H "Authorization: Bearer YOUR_API_KEY"


Issue 7.2: Rate Limiting Errors

Error: 429 Too Many Requests

Solution:

  1. Check rate limit headers
   X-RateLimit-Limit: 100
   X-RateLimit-Remaining: 0
   X-RateLimit-Reset: 1640000000
   

  1. Implement retry logic
   async function apiCallWithRetry(url, options, maxRetries = 3) {
     for (let i = 0; i < maxRetries; i++) {
       const response = await fetch(url, options);

if (response.status === 429) { const resetTime = response.headers.get('X-RateLimit-Reset'); const waitTime = resetTime 1000 - Date.now(); await new Promise(resolve => setTimeout(resolve, waitTime)); continue; }

return response; } throw new Error('Max retries exceeded'); }

  1. Optimize requests
  • Batch operations where possible
  • Cache responses
  • Upgrade plan for higher limits

Diagnostic Tools

Browser Console

How to open:

  • Windows/Linux: F12 or Ctrl + Shift + I
  • Mac: Cmd + Option + I

What to look for:

  • Red errors (JavaScript errors)
  • Network errors (failed requests)
  • Warning messages

Screenshot: [INSERT: Console with errors]

Network Tab

How to use:

  1. Open browser console (F12)
  2. Click "Network" tab
  3. Reload page
  4. Look for:
  • Failed requests (red)
  • Slow requests (>5s)
  • 4xx or 5xx status codes

Screenshot: [INSERT: Network tab]

Export Logs

To share with support:

  1. Console → Right-click → "Save as"
  2. Or click HelpExport Diagnostic Info
  3. Attach to support ticket


When to Contact Support

Contact Support If:

  • ✅ Tried all suggested solutions
  • ✅ Issue persists for >24 hours
  • ✅ Affects multiple team members
  • ✅ Blocking critical work
  • ✅ Potential data loss
  • ✅ Security concern
  • ✅ Billing issue

Before Contacting Support

Gather this information:

  1. Your account details
  • Email address
  • Account/workspace name
  1. Issue details
  • What you were trying to do
  • What happened instead
  • Error messages (exact text)
  • When it started
  1. Troubleshooting tried
  • What solutions you attempted
  • Results of each attempt
  1. Supporting materials
  • Screenshots of error
  • Browser console errors
  • Network tab showing failed requests
  • Video recording (for complex issues)

How to Contact Support

Email: [support@yourproduct.com]

  • Include information above
  • Response time: [X] hours

Live Chat:

  • Available [hours] [timezone]
  • Best for quick questions

Phone: (Enterprise only)

  • [Phone number]
  • Available [hours]

Priority Support: (Pro/Enterprise)

  • Faster response times
  • Dedicated support team


Preventing Future Issues

Best Practices

  1. Keep software updated
  • Update browser regularly
  • Enable automatic updates
  • Keep OS updated
  1. Regular backups
  • Export important data weekly
  • Enable automatic backup if available
  1. Monitor performance
  • Watch for slow-downs
  • Address issues early
  • Archive old data
  1. Document your setup
  • Note custom configurations
  • Save integration settings
  • Keep API keys secure but backed up
  1. Stay informed
  • Subscribe to status updates
  • Read changelog for new versions
  • Join community forum

Additional Resources

  • Help Center - [Link to help center]
  • Community Forum - [Link to forum]
  • Video Tutorials - [Link to videos]
  • API Documentation - [Link to API docs]
  • Status Page - [status.yourproduct.com]
  • Change Log - [changelog.yourproduct.com]

Feedback

Did this guide help you?

  • 👍 Yes, I resolved my issue
  • 👎 No, I still need help

Help us improve:

  • What issue were you trying to solve?
  • Was the solution clear?
  • What could we add?

[Feedback form]


Last Updated: [DATE] Guide Version: 1.0

Still need help? Contact Support