If your dashboard tools or layout don’t match your expected role — for example, if you’re a professional seeing a litigant view — the issue is likely related to profile setup, role approval, or shared case permissions. Here’s how to correct it quickly.
1. Confirm Your Role in Account Settings
- Click your profile icon and select Account Settings.
- Go to the Role & Access tab.
- Your current system role will be displayed (Litigant, Attorney, Mediator, Judge, Forensic Expert, etc.).
2. If the Role Is Wrong, Submit a Role Change Request
- In the same tab, click Request Role Change.
- Select the correct role from the dropdown and briefly describe the reason.
- All changes are reviewed within 24 hours to protect access integrity and data visibility.
3. Shared Case View vs. Global Role
- If you’ve been invited into someone else’s case, you may be viewing it from their permissions — not your full role.
- Exit the shared case and go back to your dashboard to see your own tools and role-specific features.
4. Check for Onboarding Completion
- Some role-based tools (especially for professionals) only appear after completing onboarding steps.
- If you skipped setup questions, go back to the Onboarding Wizard to unlock your full feature set.
Still Seeing the Wrong Dashboard?
Log out and log back in to refresh your session. If the issue persists, contact Splitifi Support and we’ll verify your role, update access, and ensure your case view is accurate.
