Documentation

Modules

The Modules tab under Site Settings (labeled as Module Access) allows site administrators to toggle system features on or off across the site. Site administrators may wish to do this if there are functionalities that aren’t currently used and they would prefer a cleaner navigation of the site. These disabled modules can be reactivated when they are needed in the future.

Important Note: Disabling a module turns off that functionality site-wide, making those features completely inaccessible to both regular users and site administrators.

Available Modules

  • Project Management (Toggle): Organize and track projects from inception to completion. Enabling this module allows administrators and authorized users to manage project members, group requests and reservations, track comments, upload project files, and generate invoices or quotes directly from project activity.
  • Credentials Management (Toggle): Manage user certifications, licenses, and training credentials with optional expiration dates. Credential record validity can be leveraged to automatically restrict or grant user access to specific resources based on their training status.
  • Invoices and Quotes (Toggle): Create professional invoices and quotes for clients. This module allows you to track payment statuses, generate detailed financial reports, and integrate directly with payment processors and external accounting/financial software.
  • Kiosks (Toggle): Set up self-service kiosk interfaces for quick on-site check-ins, on-the-spot bookings, and rapid information access. Perfect for physical front desks, events, shared labs, and facilities of all kinds.
  • Web Integration (Toggle): Embed resource lists, interactive reservation forms, and calendars directly into your external corporate or departmental website. Uses customizable widgets to deliver a seamless user experience that matches your brand identity.