General FAQ

What is YND OS?

YND OS is YourNewDoor.com's internal sales operations app, covering everything from the first lead to a completed install. Read the full overview in Welcome to YND OS.

How do I sign in?

Use your company account on the YND OS sign-in page. If you're new, an Admin needs to create your account first. See Signing In.

Why can't I see a page I expect to see?

Your sidebar is built from your assigned role, plus any extra pages granted to you individually through Permission Sets (/admin/permission-sets). If a page isn't in your role's default set and hasn't been granted to you, it won't appear.

• Full breakdown of which roles see which pages: Navigation.
• To request access: Role Assignment Request.

Why did I land on /access-denied?

You navigated (or clicked a link) to a page your role/permissions don't include. This is expected behavior — see Signing In for what to do next.

Are Executive and Admin the same?

They look identical in the app — both bypass all page gates and can see every nav item. The difference is on the backend: only Admin can invite new users or edit permission sets. Executives cannot.

Why can I open some pages that aren't in my sidebar?

A handful of routes aren't gated by role yet, including /bookings/new, /estimate, /workbench, /csr-intake, and most /admin/* pages. Any signed-in user can technically open these by typing the URL. This is a known gap, not a feature — stick to the pages that are part of your actual job.

Why does everyone see Communications and Training?

Those two are intentionally open to all signed-in users, regardless of role.

Where's the approvals queue?

/approvals exists for managers but isn't linked in the sidebar. Ask your manager or an admin for the direct link if approvals are part of your job.

How do I get more help?

• Sales pipeline questions: Sales Pipeline FAQ
• Site assessment questions: Site Assessments FAQ
• Account/role issues: Role Assignment Request