Workslayr’s Module Visibility feature allows administrators to customize which modules are visible to employees at a global level. This is a powerful tool for streamlining the user experience by hiding features that are not relevant to certain teams or specific workflows. By managing module visibility, you can ensure your team focuses on the tools they need most, reducing clutter and improving efficiency within the platform.
Understanding Module Visibility #
Module Visibility acts as a global toggle for major Workslayr features. When a module is disabled, it is hidden from the main navigation menu for all users, including administrators, unless explicitly overridden by other settings. This is distinct from Module-Level Permissions, which control access within a visible module based on an individual’s User Roles Explained.
For example, if your business does not manage sales leads through Workslayr, you can disable the “Leads” module entirely, making it disappear from everyone’s sidebar. This prevents employees from accidentally clicking into an unused section and keeps your Workslayr interface tailored to your operational needs. Remember that disabling a module also disables its associated features; for instance, disabling the Leads module will also disable Deals & Pipelines functionality.
How to Manage Module Visibility #
Accessing and adjusting module visibility is straightforward, typically found within the system App Settings.
- Navigate to the Settings section from the main navigation bar.
- Look for a category such as “Module Settings” or similar within the settings menu.
- You will find a list of modules, each with a toggle switch to enable or disable its visibility.
- Toggle the switch to your desired status (On for visible, Off for hidden).
- Save your changes.
This setting generally applies across the entire company instance of Workslayr. While employees have some control over their personal My Dashboard widgets through Dashboard Widget Settings, global module visibility is controlled by administrators.
Impact of Module Visibility #
Managing module visibility has several practical implications for your team:
- Streamlined Navigation: Hiding unused modules makes the navigation cleaner and easier to use, especially for new employees.
- Reduced Confusion: Prevent employees from trying to use features that are not part of your business’s established workflows, such as attempting to log Expenses Overview if your company uses an external system.
- Improved Performance: While minimal, reducing the number of loaded modules can contribute to a snappier user experience.
- Tailored Workslayr Experience: You can customize Workslayr to fit your exact business model. For example, if you don’t engage in project-based work, you can disable Projects and focus on other aspects like Clients Overview and Invoices.
Before disabling a module, consider its dependencies and any workflows that might unknowingly rely on it. For example, if you disable the Leads module, you will also effectively be disabling the functionality for Lead Capture Forms and the ability to convert a lead into a Client Management record directly from the Leads section.
Workslayr’s Admin Module Controls give administrators precise command over which operational modules are visible and active within the platform. This functionality is crucial for tailoring Workslayr to your business’s specific needs, ensuring your team only sees and interacts with the tools relevant to their roles and responsibilities. By selectively enabling or disabling modules, you can streamline the user interface and focus on core operations.
Managing Module Visibility #
The ability to control module visibility is integral to customizing your Workslayr experience. This feature ensures that the navigation bar and associated settings reflect only the functionalities your business actively uses. For instance, if your service business does not engage in sales pipelines, you can easily disable the Leads module, thereby removing it from both the main navigation and the settings. This reduces clutter and helps avoid confusion for your team.
To access and adjust these controls, administrators typically navigate to a dedicated settings area, often found alongside other critical configurations like Company Settings or App Settings. Within this section, various toggles or checkboxes will be available, each corresponding to a major Workslayr module. Flipping a switch will instantly update the platform’s interface for all users, provided they have not been granted specific employee permission overrides that might make a particular module visible to them regardless of the global setting.
Impact of Disabling Modules #
Understanding the implications of disabling a module is important. When you disable a module, not only does it disappear from the navigation menu, but all its associated functionalities and data entry points also become inaccessible. For example, if you disable the Leads Contacts module, you will not be able to create new leads or manage existing deals from the main interface. Similarly, disabling the Projects module would remove the ability to create or track projects, tasks or log time against them.
Here are some examples of modules you can typically control:
- Leads and Deals: If you prefer to manage client acquisition outside of Workslayr or have a simpler sales process, you can disable the Leads Contacts and Deals & Pipelines module.
- Projects: For businesses that don’t track work through formal projects, this module can be hidden.
- Expenses: If employee or business expenses are managed through a separate system, you can disable the related module.
- Proposals and Estimates: Businesses using external tools for client bids might disable the Proposals and Estimates features.
This granular control ensures that your Workslayr instance remains operationally lean and perfectly aligned with your business model, avoiding unnecessary features and simplifying your team’s daily workflow. Remember, these controls are managed by administrators, ensuring consistent application across your organization, complementing settings like Timezone & Currency or Date & Time Formats that apply globally.
Workslayr allows administrators to control the visibility of specific modules for employees. This impacts what employees see and can access within the platform. These controls reside within your Company Settings.
Module visibility settings apply globally to all employees unless specific employee overrides are configured. These settings do not affect administrator views.
Setting Employee Module Visibility #
To adjust which modules are visible to employees:
- Navigate to Company Settings from the main navigation menu.
- Locate the section for “Module Visibility” or “Employee Module Controls.”
- Toggle the switch next to each module name to enable or disable its visibility for employees.
Controlled Employee Modules #
The following modules can be enabled or disabled for employee visibility:
- Projects: Controls employee access to project discussions, tasks, and files.
- Tasks: Manages employee access to individual tasks across projects.
- Clients: Determines if employees can view client information.
- Invoices: Controls employee access to invoices and related financial documents.
- Expenses: Dictates if employees can submit or view expenses.
- Timesheets: Manages whether employees can log and view their timesheets.
- Leads: Controls employee access to view and manage leads.
Changes are applied upon saving the Company Settings.
Disabling modules in Workslayr removes their associated features and data entry points from the interface. Navigate to App Settings to manage module visibility. This action impacts both administrative and employee views.
When a module is disabled, its corresponding tables, forms, and navigation links become inaccessible. This streamlines the interface for users by removing functionalities not relevant to current operational needs.
Impact on Features #
Disabling modules has specific consequences for system functionality:
- The Leads module controls visibility for both leads and deals. If disabled, all Lead Contacts and Deals features will be hidden. This includes the ‘Leads’ tab in the navigation and ‘Lead Settings’ in the settings menu.
- Disabling a module removes its related Lead Capture Forms.
- Data previously entered into a disabled module remains in the system but is not displayed. Reactivating the module makes the data visible again.
- Employee permissions and roles may need review after disabling modules, as their access to specific features may change.
For example, if the Projects module is disabled, users will not be able to create new projects, access existing project lists, or log time against projects. Similarly, disabling the Clients module would remove all client management interfaces, including client profiles and related billing information.
