Troubleshooting: Common Issues

• Inviting users with personal email addresses (Gmail, Hotmail, Yahoo, etc.)

  Overview How do I invite a user with a Gmail, Yahoo, or personal email address to my project? When inviting users to your project, CxPlanner prevents the automatic creation of companies for free email domains (like Gmail or Yahoo) to ensure data integrity and security. When and why to use this You may encounter this situation when: You're inviting a consultant or partner who uses a personal email like @gmail.com. CxPlanner blocks automatic company assignment due to domaFew readers

• Error - 503

  Error 503 - Unable to Log In If you encounter a 503 error while attempting to log in, it may be because your activity has been flagged by our spam filter. This rarely happens, but certain tools like password managers or ad blockers can sometimes interfere with the login process. How to Resolve the Issue: Try using a different browser: Switch to another browser to see if this resolves the issue. Disable interfering tools: Temporarily turn off your password manager.Few readers

• Why is the pop up window shaking

  Are your Pop-Up windows shaking? In some cases, you might experience that pop-up windows shakes when trying to import a template or perform other actions. This is most likely because you are zoomed in too far on your web browser. Try zooming out to at least 100%, and this should resolve the issue. If the problem persists, please contact our support team. How do I zoom out? You can zoom out in a few different ways: Click on the icon with the magnifier and click clear Click on theFew readers

• Camera does not work on Mobile or Tablet

  Why does the camera not work If your camera isn't working on your phone or tablet inside CxPlanner, there are usually three possible reasons. Try them out, and if they don't work, write to us in the chat. 1) Your mobile or tablet is not updated. For security reasons, you should always update your devices. Older devices may experience challenges with selected features in CxPlanner. Go to system settings and check for any pending updates. 2) Legacy device If you are using very olSome readers

• Enable native camera on Microsoft Surface laptop/tablet

  On certain devices - such as the Microsoft Surface - CxPlanner may detect the device as a laptop, even though it functions as a tablet. In these cases, the native camera button will be hidden by default. To ensure a better user experience, you can manually enable this feature so the camera button is shown just like on a tablet. How to Enable the Camera Button: Click on your profile icon in the top-right coFew readers

General Support/FAQ

• Use CxPlanner in Offline Mode

  Overview How do I work with CxPlanner when offline or in areas with poor internet connection? CxPlanner supports full and partial offline functionality, especially optimized for mobile and tablet use. You can complete checklists, take photos, and create tasks offline. When internet access is restored, your data syncs automatically. When and why to use this Offline mode is ideal for field conditions where connectivity is poorFew readers

• FAQ: General

  "No more projects available" Trying to create a project but getting an error message telling you, that you have used all of your projects? Then you need to can increase the number of projects. That can be done by contacting our support of accessing your companies access-area here: Company Access ( https://app.cxplanner.com/company/limits) Can't Login - getting "503" If you attempt to log in and receive a 503 response, it means our systemSome readers

• FAQ: Platform access, Company roles and Project roles

  To manage platform access, company roles, project roles, and user settings, you’ll need to use the Users tab. How to access the Users tab: Click your avatar in the top right corner. Scroll down and select “Users”. From the Users tab, you can manage all user-related settings. This includes adding new users, editing their access, assigning or changing company and project roles, and rSome readers

• Chat support

  Chat support The main of getting support in CxPlanner is through our chat-support. You can always find the chat-icon in the bottom right corner - just click on it to start a chat! Open the chat support Hide the chat icon By default, our chat support icon is visible at the bottom right of the screen. You can always write to us if you have questions or need help. If you don't want the chatSome readers

• Recommended devices for the use of CxPlanner

  CxPlanner works on both tablets and mobile devices and can be accessed both through the browser directly and through Apple App store and Google Play Store. Our CxPlanner experts on site normally recommend our users to stick with mobile devices (the recommended below) instead of using tablets. With a mobile device you can manage checklists, issues, etc. with one hand while keeping the other hand free to use for equipFew readers