Troubleshoot setup, connectors, billing, approvals, and assistant access

Find the next safe step when setup is incomplete, a social account needs attention, billing limits are reached, or assistant access is unavailable.

Purpose

Find the visible reason a step is blocked and the safest next action, without digging into internal diagnostics.

Who this is for

Anyone who hits a blocked step in setup, connectors, billing, approvals, or assistant access.

Prerequisites

A signed-in session for workspace-specific checks.
The name of the step or area that is blocked.
Permission to view the area you are troubleshooting.

Steps

Open the readiness check for the area that is blocked.
Read the plain-language reason shown for the blocked step.
Follow the suggested next action for that reason.
For a connector issue, open Social Accounts and reconnect.
For a limit issue, review billing, credits, or spend gates.
If the step is platform-only, use the support path.

Expected result

You know why the step is blocked and have a clear, safe next action — reconnect, add capacity, request approval, or contact support.

Verification

The readiness check shows the blocked step as resolved after the fix.
A reconnected connector returns to a healthy status.
A limit-related block clears after capacity or a spend gate change.

If something goes wrong

The reason is unclear: Open the related Help article for that area for step-by-step guidance.
A reconnect did not help: Confirm the account still grants the needed permission, then reconnect again.
The block is platform-only: Use the support path; some setup is handled by LumenReach.

Permissions

Most checks are viewable by members; fixing connectors, billing, or roles needs an admin role.

Support

If a blocked step has no visible owner, ask your workspace admin first. LumenReach support can explain platform-side blockers without exposing internal diagnostics.