Turn features on and off
Not every part of DealJourney is switched on for every company. Several modules are off by default and enabled per company, which is why a colleague at another firm may have a page you do not.
Company-wide behaviour and module switches live under Admin in Arbejdsområdeindstillinger.
When a page is missing, there are two different causes, and it is worth telling them apart before asking for help:
- 1The feature is off for the company. Nobody has it, and an administrator has to enable it.
- 2Your role cannot see it. Others have it and you do not. That is Role Access, under Adgang og rettigheder.A capability that is off is not a capability that is missing. If Dealy
tells you a feature is switched off (reading the documents in a record's folder is the common one), that means the ability exists and your company has not turned it on yet, not that DealJourney cannot do it.
Team Chat can be switched off by your own admin. Once DealJourney has switched Team Chat on for your company, a workspace admin sees Teamchat for alle i virksomheden on the first page of Arbejdsområdeindstillinger and can turn it off and on again. Off hides Team Chat from the menu for everyone, except people who are already in a conversation with DealJourney: they keep it, so you can still reach us. If your company has never had Team Chat, the switch is not there; ask DealJourney to turn it on.
Turning a module on makes it available; it does not configure it. A newly enabled module usually still needs its own setup before it is useful, and it appears for everyone whose role allows it as soon as it is on.
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