Modules activation

Screen reference

Use the System modules screen to decide which working areas are available in the EVX Software interface. Modules can be enabled or disabled, and their order can be changed.

Prerequisites

You need administrator access to open System settings and change module configuration. You should also review permissions after enabling a module, because module activation and user access are separate controls.

What this task changes

Activating a module makes that module available in the application. Deactivating a module hides that module from the interface. The module setting does not decide which users can access specific clients, projects, workspaces, tasks, or reports.

Steps

1. Click your name in the upper-right corner.
2. Open Settings.
3. Select System modules.
4. Find the module you want to change.
5. Check the box to enable the module, or clear the box to disable it.
6. Drag modules if you need to change their order in the interface.
7. Review the Dimensions section on the same screen.
8. Save the changes.
9. Review user permissions for any role or group that should use the module.

Modules commonly reviewed during implementation

Module	Typical implementation decision
Clients and Projects	Enable when client and project classification is part of the operating model.
Tasks	Enable when work needs assignments, due dates, reminders, estimates, or status tracking.
Time	Enable when users record billable or non-billable time.
Expenses	Enable when budgeted or actual expenses are tracked against projects or tasks.
Invoicing	Enable when invoices are generated from project, task, time, or expense data.
Reporting	Enable when users need standard or custom reports.
Documents	Enable when files are stored or linked inside project records.
Contacts	Enable when people, companies, clients, and contact records are managed in the platform.
Calendar, Notes, Links	Enable when the team uses these objects as part of daily project work.
Gantt chart	Enable when tasks need schedule visualization through dates, durations, and dependencies.

After activation

After enabling a module, test it with a user profile that represents the intended audience. Confirm that the user can see the module, create or edit the expected records, and access only the correct client, project, workspace, or other dimension data.

If the module is visible but data is missing, review permissions and dimension access before assuming the module was not activated correctly.

Next steps

Review permissions configuration and role defaults and maximums before rolling out module access to a wider group.