I see "Only the owner or an admin can do this" or "is part of Business"
Why Todah sometimes refuses an action, and who can do it instead: your role, your plan, two-step sign-in, or a page that needs refreshing.
When Todah refuses something, the message tells you which kind of rule stopped it. Find yours below.
| Only the owner or an admin can do this. Ask one of them to make the change. | Your role does not allow this. Members cannot delete records for good (including recurring schedules, partners and partner draws), change business settings, manage billing or the team, refund payments, revoke links, export all data, or use Banking or Journal Entries. Ask the owner or an admin to do it, or to change your role under Team. |
|---|---|
| Only an owner or admin can delete bills. Ask one of them to do it for you. | The same rule, in the words used for bills, vendors and expense categories: deleting a bill, a vendor or an expense category, removing a payment recorded on a bill, and Mark Unpaid on a bill ("Only an owner or admin can mark a bill unpaid.") are for the owner and admins. |
| Only the owner or an admin can change these. | Shown on settings a member can read but not change: Business, Email, Reminders & Receipts, the reminder Schedule and Workspace Notifications. The boxes are greyed out. |
| Only the owner of this workspace can do this. | Deleting the workspace and Make Owner are for the owner alone. |
| (Feature) is part of Business and Enterprise. Upgrade under Settings → Plan & Billing. | Your plan does not include this feature. The owner or an admin can upgrade. |
| Your plan allows ... Upgrade your plan to raise this limit. | You have reached a limit of your plan, such as the number of people or this month's scans. See "What happens when you hit a Free limit". |
| Bank feeds are part of Business and Enterprise (Settings → Plan & Billing). | Connecting a bank needs a paid plan. On Free, import a statement in Banking instead. |
| Turn on two-step sign-in before you connect a bank account. | Set up two-step sign-in in Settings → Account & Security first. The message's Set it up button takes you there. |
| Sign out and back in with your authenticator code before you connect a bank account. | Two-step sign-in is on, but this sign-in did not use it. Choose Sign in again in the message, then sign in with your code. |
| A support sign-in cannot connect a bank account. | Shown only to Todah support while helping you. The owner or an admin must do it. |
| CSRF validation failed. Please refresh and retry. | The page has been open a long time or was opened in another tab. Refresh the page (press F5, or pull down on a phone) and try again. |
| Choose a new password before you continue. | You signed in with a temporary password. Todah takes you to the page to choose your own; after that everything works. |
I can't find Banking, Journal Entries, Team or the Audit Log
Those pages are only in the menu for the owner and admins. If you need them, ask the owner or an admin to change your role to Admin under Team.
Who is the owner or an admin?
Settings → Plan & Billing shows "Signed in as" with your own name and role. To find who else is an admin, ask in your team: members cannot open the Team page.
See also
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Still stuck? Write to us or email support@todah.ca — a person reads every message and replies by email. The FAQ covers plans, prices and the questions people ask before they sign up.