Modules and Feature Settings

What is this for?

Modules are groups of tools you can switch on or off to match your work. Task management, workflows and page design are all modules. If you keep only the modules you need turned on, your team avoids unnecessary menus and everyone sees the tools that help their job.

Feature settings work one level below. While a module is on, you can switch its individual features on or off. You can start using a module and turn on an advanced feature only when your team is ready. These settings apply only to your organization.

Example scenario

Mehmet manages operations at a construction company. He wants his field team to see only task management, because the company does not use workflows yet.

1. Mehmet opens the Modules tab in Organization Settings.
2. He switches the workflows module off. Its menu group disappears, so the field team no longer sees those screens.
3. Task management stays on. Mehmet keeps one advanced task feature off until the team is ready for it.
4. The team works only with the tools it needs. Because turning a module off keeps its data, the data returns when he turns the module back on.

Who uses it

• Organization administrators: Decide which modules are on and how their features are set. They do this from the Modules section of Organization Settings.
• Team members: Use the tools that active modules provide in their daily work. They do not change settings, and a turned-off module’s menu and screens are hidden from them too.

Step by step

1. Open the Modules section. Go to the Modules tab in Organization Settings. The list shows each module and whether it is on or off.
2. Turn a module on or off. Use the switch next to the module. The change takes effect immediately: the module’s menu group appears in the sidebar when it is on and disappears when it is off.
3. Review feature settings. Open an active module to see which of its features are on. Switch them on or off one by one as needed.
4. Understand default and custom. Each feature either uses the default value or has been set specifically for your organization. You can return any custom setting to its default at any time.
5. Check your permissions. Only administrators with the right permission can change module and feature settings. Without it, you can view the list but not change it.

Process flow

flowchart TD
    B[Open the Modules section] --> C{Is the module on?}
    C -- No --> D[Turn the module on]
    C -- Yes --> E[Review feature settings]
    D --> E
    E --> F{Default or custom?}
    F -- Default --> G[Set a custom value if needed]
    F -- Custom --> H[Return to default if needed]
    G --> I[Change takes effect immediately]
    H --> I

Frequently asked questions

If I turn a module off, is my data deleted? No. Turning a module off only hides it and its screens. The data stays in your organization and returns as it was when you turn the module back on.

What is the difference between a module and a feature setting? A module switches an entire group of tools on or off. A feature setting controls one capability inside an active module.

I changed a default setting. Can I undo it? Yes. Any setting you changed for your organization can be returned to its default with one click. This affects only your organization.

Why can’t I see some modules? A module that is not in the list has not been made available to your organization yet. Contact support to request access.

Who can change module settings? Only organization administrators with the module-management permission. Other members can view the list but cannot use the switches.

What do team members see when I turn a module off? The menu group and screens of that module disappear for all members. The change applies right away, without refreshing the page.