Overview
This guide explains what to do when a newly created user cannot see the Help icon — the blue ? button in the bottom-right corner of the Dazos CRM — and therefore cannot access Fin (the AI support agent). It also clarifies how to request access to Dazos Academy.
Symptom
A user who was recently added to the Dazos CRM reports one or more of the following:
The blue ? Help icon is not visible in the bottom-right corner of the CRM screen.
They cannot open or interact with Fin (the Dazos AI agent).
Other users on the same instance can see and use the Help icon without issues.
Cause
This issue occurs when a newly created user account has not been properly synchronized after creation. Until the sync is completed, the user's account is not fully active in the system, which prevents the Help icon and Fin from appearing.
This is a backend issue and cannot be resolved by the affected user or their administrator — it requires action from the Dazos Support team.
Solution
Contact Dazos Support and provide the following details:
The affected user's full name and email address
Your CRM instance name or URL
Confirmation that the user was recently created and cannot see the Help icon
The Support team will perform a backend sync of the user account. Once the sync is complete, the blue ? Help icon will appear in the bottom-right corner of the CRM, and the user will be able to access Fin.
⚠️ Note: After the sync is performed, ask the affected user to log out and log back in to the CRM to ensure the Help icon loads correctly.
Regarding Dazos Academy Access
If the affected user also needs access to Dazos Academy, this cannot be granted by the Dazos Support team.
Dazos Academy access must be requested through your Customer Success Manager (CSM). Please reach out to your CSM directly to submit an access request for any new users who require training materials.
💡 Tip: When onboarding new users, proactively contact your CSM to arrange Dazos Academy access at the same time — this avoids delays in getting new team members fully set up.
Escalation
If the Help icon is still not visible after the Support team has confirmed the sync was completed, please contact Dazos Support again and include:
Confirmation that a sync was previously performed and the date it was completed
The affected user's name and email address
Your CRM instance URL
A screenshot showing the missing Help icon