Switching Off the Parts of the Platform You Do Not Use

Not every firm wants the same navigation, and a screen nobody opens is still a screen everybody scrolls past. Feature Modules, a tab of its own in Settings, is where an administrator decides which parts of the portal exist for the team. The same list is a step of the setup wizard, and Save Modules keeps what you tick.

What you can switch

Every module below is on for a new firm, so the question is only which ones you do not need.

Checklists & Runbooks has the same switch in its own settings tab, Enable Checklists & Runbooks, which says what happens when it is off: the per-phase checklist dropdowns and tester panels are hidden everywhere, and the templates remain saved. The tab goes with it, so it is switched back on here, in Feature Modules. Checklists and runbooks covers the rest of that screen, and the findings Library the Library.

One module starts off

External testers is the module a new firm starts without, because handing work to people outside your firm is a choice to make deliberately. Tick it and press Save Modules when you bring in external testers, alone or as a team from another consultancy, to take your overflow work, and an External tab appears in the sidebar for them; external testers and teams for overflow pentest work covers the rest. Switched off again, an external tester’s account opens nothing until it is back on.

Assessments for one client

Assessments can also be switched off for a single client while the rest of the firm keeps them. On the client’s page, untick This customer may have assessments, or Assessments for this client when you add them. The area is hidden for them and their portal users; nothing is deleted, and the documents they already have stay downloadable.

What happens when a module is off

It goes for everyone, from navigation and from the pages themselves: a bookmarked address for one of its pages takes the person to the first area they can open instead. Nothing is deleted, so switching a module back on returns you to what you had rather than to an empty screen.

This is a visibility decision, not a deletion. The rows behind a module stay in your database untouched, which is also why turning something off is safe to try.

What goes with a module

A module takes with it everything that only serves it, so nobody is asked about a part of the portal the firm does not use: its tab in Settings, its steps in the setup wizard, its cards on the dashboard, its buttons on other pages and its emails in Email Templates. Something two modules share stays while either is on, and a setting that is no longer shown keeps its value for the day the module comes back.

What has no switch

Clients, the Findings list, the client portal, your users and Settings are always there: they are the platform itself, and everything above is arrangement around them. The QA review explains what changes in delivery when the QA Queue is off. The platform overview shows how the modules fit together.