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How can I (de)activate or modify the modules?

Through different modules (e.g. communication, tasks and documents) you can structure the collaboration of your team and create individidual workflows within a room.

Note: Some modules may not be available due to the settings of your organization (keyword: "Organization Settings" within the tab Modules).
If a module was deactivated globally and reactivated at a later point in time, it must be (re-)activated in the room again.

With a right click on a room in the sidebar / a left click on the room name or via the more button (symbol: three dots) in a room you can access all essential functions of a room. To customize your modules open the tab Modules.

room settings
Configure the available modules via the room settings

Activate or deactivate modules within the room

By clicking on the respective module, it can be activated (color: green) or deactivated (color: gray).

Activated modules
Modules with a green colouring are activated in this room

Subsequently activated modules are not automatically transferred to already created individual right groups (-> example: Customers)! If a user cannot see activated modules in the room, check the assigned right group (button: Edit) in the "Room Settings" and whether the module is inactive/active.

Check the settings for the right groups
Check the settings for the right groups
Modules for the respective right group inactive/active
Modules for the respective right group inactive/active

Changing the settings of a module

If the button "Settings" is available under a module, you can adjust various parameters of the module to the respective purpose.

For example, for tasks it is possible to change the processing statuses and create user-defined fields.

The settings for the modules can be changed in each room
The settings for the modules can be changed in each room

Changing the name of a module

By clicking on "Rename", you can change the name of the respective module. For example, the module Communication may become your "Team Chat" or the module Task may become your "Sales Funnel".

The name of the modules can be changed in each room
The name of the modules can be changed in each room
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