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# Test & troubleshoot Delegate

**Where:** OnAccount admin + your storefront **Who:** Merchant admin **Part of:** [Delegate — B2B self-service](https://molsoft.crisp.help/en/article/delegate-overview-1rfsuep/)

## Test it quickly

1. Set activation to **Manual**, opt in one test company, and assign yourself (or a test contact) as its **company admin**.
2. As that admin, open the console, **invite a staff member** with a location, and create a rule — say *Amount per order over $500 → requires approval*, assigned to that staff member.
3. Sign in to the storefront **as that staff member**, add more than $500, and go to checkout → you should see the **approval wall** and be blocked from native and express checkout.
4. **Submit for approval**, approve it as the approver, then open the request (from the approval email or **My requests**) and hit **Resume checkout** → the exact cart reloads and checkout proceeds.
5. Reduce the cart under $500 → it checks out normally.

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## Troubleshooting

| What you see | What it usually means |
|---|---|
| A buyer's console link **isn't there** | The company isn't opted in, has no company admin, or the customer-account Delegate page/nav block isn't added. Re-check [Steps 1 and 2](https://molsoft.crisp.help/en/article/set-up-delegate-3mslt1/#2-set-it-up). |
| Rules exist but **nothing is enforced** online | The **Delegate gate theme embed** is off, so no wall shows and there's no Submit button. Turn it on ([Step 3](https://molsoft.crisp.help/en/article/set-up-delegate-3mslt1/#3-step-3-turn-on-the-delegate-gate-theme-embed-purchase-rules-approvals-only)). |
| The wall shows but a buyer **still checks out** over the limit | The **delegate-validation checkout rule** isn't active. Add it and set it Active ([Step 4](https://molsoft.crisp.help/en/article/set-up-delegate-3mslt1/#3-step-4-add-the-delegate-checkout-rule-purchase-rules-approvals-only)) — the embed alone is client-side. |
| **Approval emails** aren't arriving | Emails send from OnAccount's mail identity; check spam, and confirm the approver's contact email is correct. |
| You want to **stop everything at once** | Set Delegate's activation to **Disabled**. Enforcement halts and consoles disappear immediately; existing B2B orders are untouched. Switch back to restore the prior scope. |
| A removed staff member's **old request** still has a checkout link | Removing staff cancels their pending and approved-but-unpaid requests and voids those drafts. Orders they already placed are unaffected. |
| A company's **outstanding balance** or a staff member's **spend so far** looks wrong | Run **Sync jobs → Run full sync**. It re-reads every B2B order from the last 400 days from Shopify and corrects the stored figures — including orders deleted in the Shopify admin, which the scheduled sync can't detect on its own. Always safe to run. See [Managing credit limits](https://molsoft.crisp.help/en/article/managing-credit-limits-xyg6co/). |
| Spend limits **aren't counting older orders** right after installing | The order history is backfilled by a full sync. It runs automatically when your plan activates; if per-period totals still look short, run **Sync jobs → Run full sync** once. |
| A company **lost the Staff, Rules, or Payments** section | Its **feature module** is off — either the shop default or a per-company override. Check the **Feature modules** switches on the Delegate page and the company's per-module override, and confirm your plan includes that module. See [Choose which features each company gets](https://molsoft.crisp.help/en/article/set-up-delegate-3mslt1/#2-choose-which-features-each-company-gets-feature-modules). |
| **Granting the Finance role is refused** | The company's **Payments** module is off. Turn it on for that company first, then grant Finance. |
| The **Payments / Statements tab** is missing for someone | Payments needs a **company admin or Finance** contact; **Statements is admin-only**. Both need the **Payments** module on and the **Payments** plan — and the **Payments tab** additionally needs **Shopify Plus** (Statements don't). Finance contacts don't see Statements by design. |
| **Statements aren't arriving** | Statements need the company **in scope**, the **Payments** module **on**, and **at least one address** on the recipient list — and the company must have **open orders** (zero-balance months are skipped). Sends go out the **1st, 06:00 UTC**; check the company page's **last cycle result**, and have recipients check spam. |
| A recipient **still gets statements after leaving** | The recipient list is configuration, not membership — removing a staff member doesn't drop their address unless you accept the removal-flow prompt. Remove the address from the list (company page or Statements tab), or the recipient can use the email's **unsubscribe** link. |