Cause
This issue occurs when there is a backend integration configuration problem between the CRM and IQ systems. Even when users have proper IQ access and valid credentials, the integration settings may not be fully configured to display the "Switch to IQ" button in the CRM interface.
Solution
Step 1: Verify IQ Access
Confirm that the user can log directly into the IQ instance URL using their credentials. If they cannot access IQ directly, the CRM integration will not work.
Step 2: Check User Creation in Both Systems
Verify the user was created in IQ through Administration → User Management → New User
Ensure the user exists in CRM with the same credentials
Confirm both accounts use identical username, password, and email
Step 3: Standard Troubleshooting
Log out of CRM completely on all tabs/devices
Clear the browser cache and cookies completely
Restart the browser and disable extensions
Try logging in using incognito mode or a different browser
Step 4: Contact Support for Backend Review
If the user can access IQ directly but the "Switch to IQ" button still doesn't appear in CRM after completing steps 1-3, this requires backend integration settings review by the support team.
Escalation
⚠️ When to Contact Support:
User can access IQ directly but "Switch to IQ" button is missing from CRM
Standard troubleshooting steps (user creation, browser clearing) do not resolve the issue
Integration settings need technical review
Submit a support ticket and include:
Instance URL
Username of the affected user
Confirmation that user can access IQ directly
Troubleshooting steps already attempted
Related Resources
How to Create a User in Dazos IQ
How to Integrate Collaborate MD (CMD) with Dazos CRM
User Management and Permissions