This feature requires administrator or workspace owner permissions. Changes made here
affect all users in your workspace.
Who should read this: Workspace administrators (Admin role) and Accountable Executives. Module
configuration requires the Admin or System Administrator role. Changes affect all users in
the workspace immediately.
Enable a module
Step 1: Navigate to Module Settings
In the sidebar, go to Settings > Modules.
Step 2: Select the module to enable
Click the toggle switch or Enable button next to the module you want to activate.
Step 3: Review the activation summary
The system shows what the module adds — new sidebar items, data structures, and role implications.
Step 4: Confirm activation
Click Enable Module. The module becomes active immediately.
After enabling a new module, review user roles to ensure the right
people have access. Navigate to Settings > Members and verify that
each user’s role grants appropriate permissions for the new module.
See the Permissions Matrix for role-module
mappings. Disable a module
Disabling a module removes its features from the workspace interface
but does not delete any data. You can re-enable the module later and
all previously entered data will be restored.
Step 1: Navigate to Module Settings
Go to Settings > Modules.
Step 2: Select the module to disable
Click the toggle switch or Disable button next to the module.
Step 3: Review the impact assessment
The system shows features that will be removed, active record counts, and dependent modules that will also be disabled.
Step 4: Confirm deactivation
Click Disable Module and type the module name to confirm.
Disabling a module does not cancel in-progress workflows. Open investigations, active trips, or
pending invoices remain in the system but become inaccessible until the module is re-enabled.
Ensure all critical workflows are completed or handed off before disabling a module.
Toggle module features
If you want to enable or disable specific capabilities within a module, navigate to Settings > Modules and click the Features tab. Click the toggle next to any feature — changes take effect immediately.
Re-enable a disabled module
If you want to restore a previously disabled module, navigate to Settings > Modules, click Enable on the module, review the restoration summary, and confirm. All historical data and configuration are restored.
Configure Your Workspace
Workspace-level settings, branding, and notifications.
Manage Users
Assign roles that control access to enabled modules.
Permissions Matrix
Full role-by-feature permissions reference.
Manage Billing
Subscription tiers and module availability.
