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Fix common issues

Solutions to common issues on the platform. Each entry follows the same pattern: the symptom, the likely cause, and the steps to fix it. If none of these solve your issue, see Report a bug below.

Settings page of the client portal
Many issues can be resolved from Settings or by refreshing your browser.

Likely cause: incorrect password or an expired reset link.

Fix:

  1. Double-check that you’re using the correct email address
  2. Click Forgot password on the login page and follow the reset steps
  3. Check your spam folder for the reset email — links expire after one hour, so request a fresh one if needed
  4. Make sure you’re visiting advizrclients.com (not a different URL)
  5. If you still can’t log in, message your FDE for a manual reset

Likely cause: browser cache, network issue, or an outdated browser.

Fix:

  1. Refresh the page (Ctrl+R or Cmd+R)
  2. Clear your browser cache and cookies for advizrclients.com
  3. Try a different browser — Chrome, Firefox, Safari, or Edge
  4. Check your internet connection
  5. If the issue persists, the platform may be undergoing maintenance — wait a few minutes and try again

Likely cause: a temporary processing delay or session timeout.

Fix:

  1. Wait 10–15 seconds — some responses take time, especially for document analysis
  2. Check whether a loading indicator is visible (the AI may still be processing)
  3. Refresh the page and send your message again
  4. Start a new thread and retype your question
  5. If Chat remains unresponsive, email your FDE or book a call

Likely cause: the file is too large, in an unsupported format, or the connection dropped.

Fix:

  1. Check the file size — the maximum is 25 MB per file
  2. Check the format — supported types are PDF, DOCX, TXT, XLSX, CSV, PNG, JPG, and JPEG
  3. Try uploading a smaller file to confirm the upload function works
  4. If you’re on a slow connection, try again on a faster network
  5. If the problem persists, try a different browser

Likely cause: email digests are turned off, or emails are going to spam.

Fix:

  1. Check your notification preferences to make sure email digests are enabled
  2. Check your spam or junk folder for emails from Advizr
  3. Add the Advizr sender address to your contacts or safe senders list
  4. In-app notifications appear even if email is disabled — check the bell icon in the top bar

Likely cause: screen size or zoom level.

Fix:

  1. Set your browser zoom to 100%
  2. Rotate your phone to landscape mode
  3. If you added the site to your home screen, remove it and re-add it
  4. Update your browser to the latest version
  5. The platform is optimized for screens 320px and wider — very small screens may have layout limitations

Likely cause: the 24-hour session token has expired.

Fix: log in again. Sessions last 24 hours and renew automatically while you’re active, so this only happens after extended idle periods — it’s a security feature, not a bug. If you’re being logged out while actively working, clear your browser cache and try again. See Login and security for how sessions work.

Report a bug

If a fix above didn’t work, or you’ve found something that doesn’t look right:

  1. Take a screenshot of the issue
  2. Note what you were doing when it happened, and which browser you’re using
  3. Open Chat and describe the issue with the screenshot attached
  4. Your FDE will investigate and follow up

For urgent issues that prevent you from using the platform, email your FDE directly or book an ad-hoc call.

Still stuck? Send your FDE a message in Chat with your browser, a screenshot, and when it happened.

Next steps

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Login and securityReset your password and learn how sessions and account security work.
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Data and privacyHow your data is stored, protected, exported, and deleted.
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General FAQAnswers to common questions about the Advizr platform.
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