Why Can't I Access the CRM After Signup?

WizField CRM access depends on a valid account, a created workspace, membership in the active organization, and any required billing activation. Signup alone does not override workspace or subscription boundaries.

Confirm the First Workspace Exists

WizField supports self-serve signup and first-workspace creation. The first workspace becomes an organization, which is the tenant boundary for business data.

If the first workspace was not created or the user is not connected to the organization through membership, WizField cannot safely show organization-owned CRM records.

Confirm the Active Organization Context

WizField resolves tenant-owned requests through actor, active organization, membership, role, and permissions. The active organization comes from the authenticated session.

If a user belongs to more than one organization, the user may need to switch to the correct organization through the supported organization switcher flow.

Check Subscription Activation State

WizField billing activation depends on Stripe-backed synchronization, not the checkout success redirect alone. Verified Stripe webhook events reconcile local billing state.

If billing is still processing or live Stripe activation has not completed, access may remain limited until the product can confirm the subscription state.

Continue With Activation Help

For billing behavior, read Activate Your WizField Subscription. For workspace setup, read Create Your WizField Workspace. For organization switching, read How Organization Switching Works.