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This feature requires administrator or workspace owner permissions. Changes made here affect all users in your workspace.
By the end of this guide, you will have enabled or disabled platform modules for your workspace and configured any feature-specific settings. This guide helps you enable, disable, and configure platform modules to match your organization’s needs.
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.

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Enable a module

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.

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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.
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.

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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.

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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.
For role-by-module access details, see Permissions Matrix. For subscription tier details, see Manage Billing.

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.
Last modified on April 11, 2026