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 domaSome readersFix Error 503 when logging in
Overview How do I resolve a 503 error when trying to log in? A 503 error can appear during login if your activity is mistakenly flagged by CxPlanner’s security filters. This is uncommon, but certain browser tools may block or alter login requests. When and why to use this A 503 error usually appears when: Your login attempt is flagged as unusual by security filters Browser extensions intFew readersFix shaking pop-up windows
Overview Why are my pop-up windows in CxPlanner shaking? If you notice that pop-up windows (for example when importing a template) are shaking or flickering, it’s usually caused by your browser zoom settings. Adjusting the zoom level to 100% normally resolves the problem. When and why to use this You may need to apply this fix if: Pop-up windows shake, flicker, or appearFew 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 readersEmbed fonts in PDF exports
Overview How do I embed fonts in PDF exports? Embedding fonts in a PDF ensures that the text can be correctly displayed and copied, even in PDF readers that do not support OCR by default. Without embedded fonts, users may experience issues with copy-pasting text. When and why to use this Font embedding is useful when: You want text in PDFsFew readersFAQ: 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 readersUse the chat support in CxPlanner
Overview How do I get support directly inside CxPlanner? The fastest way to get help is by using the built-in chat support. The chat icon is always available in the bottom-right corner of your screen. From there you can connect directly with our support team. When and why to use this Chat support is the quickest way to get direct help while working in CxPlanner. Use chat support when: You have aSome readersFAQ: 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 re-seSome readers
Troubleshooting/FAQ: Mobile devices
Fix camera access issues on mobile and tablet
Overview How do I fix camera issues in CxPlanner? If your camera does not work inside CxPlanner on your phone or tablet, it is often caused by device settings, browser permissions, or outdated software. This guide will help you troubleshoot and restore camera functionality. When and why to use this Camera access is required for taking photos directly in CxPlanner. If the camera does not work, you mayPopularEnable native camera on Microsoft Surface laptop/tablet
Overview How do I make the camera button visible on a Microsoft Surface device? 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 is hidden by default. To improve your workflow, you can manually enable the camera button so it appears the same way as on a tablet. WFew readersRecommended 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 readersCreate & respond to registrations using voice input (Android)
Overview How do I create or respond to a registration by dictating my message? On mobile devices, you can use your keyboard’s built-in microphone feature to dictate text directly into the comment field of a registration. This is useful when you are on-site, wearing gloves, or need to respond quickly without typing manually. When and why to use this Use voice input when you want to quickly create or respond to a registration from your mobile deFew readersCreate & respond to registrations using voice input (Iphone)
Overview How do I Create or respond to a registration by dictating my message? On mobile devices, you can use your keyboard’s microphone feature to dictate a response directly into the comment field of a registration. This makes it faster to respond when you are on-site or unable to type manually. When and why to use this Use voice input when you want to quickly respond to a registration from your mobile device. The feature only works onFew readers