Understanding and Customizing Modules
Introduction
iVendNext is a versatile system designed to cater to businesses of all scales and industries, such as Manufacturing, Retail, Education, and more. To ensure a seamless experience, the system organizes its functionalities into Modules, represented as cards on the dashboard. This article will guide you through understanding these modules and customizing their visibility based on your business needs.
What Are Modules?
Modules in iVendNext are dedicated sections that group related functionalities. For example:
Core Modules: Human Resources, Accounting, CRM.
Industry-Specific Modules: Manufacturing, Retail, Education.
Info: Each module is represented as a card on the dashboard, making it easy to navigate and access relevant tools.
Customizing Module Visibility
1. Globally Showing or Hiding Modules
You can hide modules that are irrelevant to your business. For instance, a service-based business may hide the Manufacturing module.
Steps:
Navigate to the iVendNext Home Page.
Click on Show/Hide Cards.
Check or uncheck the modules you want to display or hide.
Note: You can go to your username, select 'Everyone', and manage module visibility from there.2. Role-Based Module Visibility
Modules are automatically hidden for users who lack permissions for documents within that module. For example:
Note: If a user has no access to Purchase Orders or Suppliers, the Buying module will be hidden for them.Troubleshooting Visibility Issues:
If a module is missing despite having permissions:
Ensure the user has the correct Role (e.g., "Website Manager" for the Website module).
Check Role Permission Manager to verify permissions.
Confirm the module is enabled under 'Allow Modules' in settings.
Best Practices for Module Management
Audit User Roles: Regularly review roles to ensure alignment with business processes.
Hide Unused Modules: Reduce clutter by hiding irrelevant modules.
Test Visibility Changes: Reload the system after making changes to see the updates.
Conclusion
Customizing module visibility in iVendNext ensures a clutter-free and efficient workspace tailored to your business needs. By following the steps above, you can optimize the system for your team and enhance productivity.
Key Takeaways
Modules group related functionalities for easy navigation.
Use Show/Hide Cards to globally manage module visibility.
Permissions and roles play a critical role in module accessibility.
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