Settings — Troubleshooting & FAQs

I can open Settings but can't change anything

Most settings — the firm profile, reporting defaults, team, and security — can only be changed by an Admin. Funds need the Manage funds permission, which is also Admin-only. Ask an Admin in your firm to change your role, or to make the change for you.

"Your role doesn't allow this. Ask an admin to change your role."

You tried an action your role doesn't include. See the table under Settings › Roles & permissions for what each role can do.

A teammate can't see a button I can see

Cairn hides actions a member's role can't perform. For example, Viewers don't see Add Company or Edit, and members without Run Cairn Intelligence see Cairn Intelligence results without the buttons to generate them. This is expected; change their role if they need the action.

A teammate can't see a fund, LP, or portfolio company

They're probably limited to specific funds. Check their fund access under Settings › Team. For a portfolio company, also check that the company is linked to one of their funds (on the company page, under Company info › Funds). A company that isn't linked to any fund is only visible to members with All funds access.

"This email's domain isn't on your firm's allowed list."

Your firm only allows invitations to certain email domains. An Admin can add the domain under Settings › Security › Allowed email domains, or clear the list to allow any domain.

"You can't remove the last admin." / "The firm needs at least one admin."

Every organization needs at least one Admin. Make another member an Admin first, then remove or change the original one.

"You can't remove yourself."

Ask another Admin to remove you, or leave the organization from My account › Organizations.

Why can't I leave an organization?

The owner can't leave until they transfer ownership to another Admin, and the only Admin can't leave until someone else is made an Admin. Hover the disabled Leave button to see which applies to you.

Why can't I change our plan?

Self-serve plan changes aren't available yet. Settings › Billing shows your current plan and usage; contact Cairn to change plans.

I was signed out unexpectedly

Your firm has a session timeout: after that long without activity in any Cairn tab, you're signed out. An Admin can change it under Settings › Security.

Can I undo deleting an organization?

No. Deleting an organization permanently removes all of its data. Export your data first from Settings › Security › Your data.

Can I limit a member to specific deals or diligence workspaces?

Not today. Fund access limits funds, LP records, and portfolio companies. Deals and diligence workspaces are visible to every member, and roles decide who can change them.