Troubleshooting Settings (Common Issues and Fixes)

Created by IronClad Family Support, Modified on Tue, Jan 13 at 4:53 PM by IronClad Family Support

This article covers the most common “something changed and I don’t know why” issues related to Settings.

Issue: Help & Getting Started is missing from the header

Cause: The help wizard was disabled.
Fix: Settings → Help & Onboarding → enable Show Help Wizard button in header.

Issue: Welcome guide does not appear on startup

Cause: “Don’t show this on startup” was selected previously.
Fix: Settings → Help & Onboarding → enable Show welcome guide on startup.

Issue: Sample Data Mode badge is gone

Cause: Sample data was cleared.
Fix: None. This is expected. Add real clients and opportunities next.

Issue: I still see demo clients/opportunities after clearing sample data

Fix: Refresh the browser, then confirm you are in the correct account.
If the issue persists, contact support and include a screenshot of your Settings → Sample Data Management section.

Issue: My profile changes are not showing

Fix: Save changes, refresh the page, and confirm you edited the correct account.