Frakt24 - FleetX Academy
Administrator · Level 3 · Expert and setup

Modules

Find out which modules the client has, and what happens when a module is installed or uninstalled.

New 10 min
1

Goals and why

What you will learn

  • read the module overview and see which modules the client has
  • find out whether a missing feature is caused by the module or the permission
  • who gets access to the new pages when a module is installed
  • what you lose when a module is uninstalled

When a user misses a feature, you check the module first and the permission after. Many features build on each other. Products in the menu requires the invoice module. Resource Reporting under Settings requires the FleetX module. The fuel surcharge on the vehicle type only shows with the invoice module.

A new module changes the system for everyone. New menu items and subpages appear. Active users in the Manager group get access automatically, and everyone else needs the permission from you. Users must log out and in again before they see the change. Uninstalling is more serious. You lose access to data created with the module, and some modules cannot be uninstalled. So make that decision together with the customer and support.

2

Key terms

ModuleA whole feature area, for example Invoices, Routes or FleetX App. The client either has the module installed or not.
Display FilterThe Installed and Not installed checkboxes. They decide which module cards are shown.
PremiumThe badge on modules that cost money. The card shows the price, and whether it is monthly, yearly or a one-time sum.
SubpagesThe menu items a module adds. Once the module is installed, they appear in the users' permission tree.
Hide locked functionalityThe client setting that hides menu items the user has no access to. If it is off, they are shown with a padlock.
3

Show me

The images show the module overview and the card for a module the client does not have yet. Click a part of the module overview to see what it means. Never install or uninstall a module to test.

Try it yourself in Steptour

An interactive walkthrough recorded in Frakt24. You click through the steps yourself, and it opens on top of this page.

4

Try it yourself

The customer has just had Routes installed. The dispatchers say they see nothing new in the menu. What do you do first?
5

Check yourself

All correct completes the lesson
Answer all correctly to complete the lesson You see which answers are wrong, and you can try as many times as you like. This lesson counts towards the level 3 badge in Administrator: 0 of 2 complete.
1. A user sees the Products menu item with a padlock. The client has the invoice module. What is missing?

2. Who gets access to the new pages automatically when a module is installed?

3. The customer wants to remove a module they do not use. What must you know before pressing Uninstall?

4. An administrator cannot find Resource Reporting under Settings, where the forms for the driver app are built. The menu item is not shown with a padlock either, and Hide locked functionality is off. What do you check?

5. Hide locked functionality is off. A user lacks the permission to a page in a module the client has. What does the user see in the menu?

6. You press Install on a module card to read more about it. Is the module installed now?

You are not signed in, so the result is not saved.

Trainer notesOnly shown when trainer mode is on
  • Some modules ask for extra details on install: Prepayments wants an Accounting id and creates the price code PREPAY, Tracksys and VEGA want an API key.
  • When the client has the FleetX app, the new module list is sent to the app on install and uninstall.
  • Modules marked Private are only shown to super administrators. Never test installing in a customer tenant.