Cause
This issue is typically caused by role permission restrictions that prevent certain user roles from viewing list data, even when basic sharing settings appear correct.
Solution
Step 1: Adjust User Role Permissions
Navigate to Settings > CRM Settings > User Management > Roles
Select the affected role (e.g., 'admissions reps')
Click "Edit Privileges of This Profile"
Review and adjust permissions to ensure list view access for the Accounts module
Click Save to apply changes
Step 2: Clear Browser Data
Have affected users clear their browser's cookies and cache (not just cache)
In Google Chrome: Go to Settings > Privacy and Security > Clear Cache and Cookies
Ensure both cache and cookies are selected for clearing
Step 3: Refresh User Session
Have users completely log out of the Dazos CRM
Log back in using their direct credentials
Navigate to the affected module (e.g., Accounts) to test list view visibility
Step 4: Verify List View Sharing Settings
Navigate to the affected module and list view
Click the yellow pencil icon to edit the list view
Verify the "Share List" settings are configured properly
Ensure the list is shared with "All Users" or the specific affected roles
Escalation
If the above steps do not resolve the issue:
Schedule a screenshare session with the affected user to identify the specific permission blocking the view
Contact Dazos Support with details about:
User name and role
Instance URL
Specific modules affected
Troubleshooting steps already completed
⚠️ Important: Wait 10-15 minutes after making permission changes before testing, as the system may need time to fully apply updates.