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Why the AI Categorization Option Isn't Available

The AI Categorization button is missing from your toolbar, even though you're listed as the Engagement Owner, or it appeared for other engagements but not this one.

What determines visibility

Four separate conditions have to be true for the AI Categorization button to appear:

  1. A global environment flag must be enabled — this is set server-wide and controls whether the feature is available at all.
  2. Your customer's Enable AI Categorization flag must be on — this is set at the organization level.
  3. The project's own Enable AI Categorization flag must be on — set per engagement.

All four have to align. If any one is false, the button won't appear — and the interface gives no indication which condition failed.

 

What to request

If you believe you should have access and the button isn't appearing, contact support with:

  • Your username or email address
  • The specific engagement name or ID where the button is missing
  • Whether the button appears for other engagements you work on, and if so, which ones

Explicitly re-assigning the Engagement Owner role to a user has been confirmed to resync access in similar cases (specifically, organization-admin sync gaps), so that may be the fix here as well — but that requires support to action, and they'll need the details above to identify which access record is missing.