Product / Knowledge Base / 10. Troubleshooting

10. Troubleshooting

User & Administration Guide — Version 1.0.0.4

Issue What to try
Setup banner won’t go away Run Complete Setup as a site owner; confirm the Manage Lists permission
Can’t open Settings Only site owners and app administrators see Settings; ask an admin to add you under App Administrators
Can’t remove the last app administrator At least one app administrator is required; add another before removing
Graph Mail.Send / API access not visible Deploy the .sppkg first; use SharePoint Admin Center → Advanced → API access; check the Approved tab or use PowerShell
Email notifications not sent Approve Mail.Send; confirm the user has an Exchange mailbox; check that Notification Workflows are enabled
Category template fields missing Confirm Settings → Form Templates links an active template to the selected category
Lookup delete blocked Update the referencing risks first, or confirm Delete anyway in the dialog
Create Risk disabled Finish setup; confirm Add permission on the Risks list
Status missing in dropdown Save Settings → Risk Status & Priority; statuses sync to SharePoint
Compliance dashboard slow on first visit The first load seeds frameworks and controls; later visits are faster
Changes not visible after save Navigate away and back; lookup lists refresh automatically
Native list form not customized Re-run setup after a package upgrade to re-register the form customizer
Subscription / trial banner Verify subscriptionApiUrl; contact your administrator about licensing; development sites may use skipSubscriptionCheck
Heat map empty Confirm risks have Potential Likelihood and Potential Impact set on the Assessment tab
CSV export truncated in browser The Report Builder preview limits rows; use Download CSV for the full export
Teams tab shows the setup banner Complete setup on the backing SharePoint site, not inside Teams

10.1 Quick Reference

  • Collapse the sidebar on desktop to maximize the content area.
  • Portfolio filters persist per site URL in your browser.
  • Use Back to top on long pages, and the breadcrumb Home to return to the Dashboard.