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