Managing Daftra’s Applications
The Apps Manager page displays all of Daftra’s Applications, organized into groups. Activate only the applications you use and deactivate the rest; only the activated applications appear in the main menu. From the same page, you can also switch your account to a new business activity by activating its applications.
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Note: You need the Edit General Settings permission. Without it, the message You are not allowed to access this page appears. You can set this permission in Employee Roles.
Article Contents
Activate or Deactivate an Application
- From the main menu, click Settings, then Apps Manager.
- Find the application in its group.
- Turn on the toggle next to the application to activate it, and its status changes to Activated. Or turn off the toggle to deactivate it, and its status changes to Deactivated.
The change takes effect immediately and the message Application activated or Application deactivated appears. You don’t need to save. The Save button at the top of the page takes you back to the home page, where the main menu shows the activated applications.
Application Details and Related Applications
Click View Details next to the application name to see its description and the related applications it needs in order to work without problems.
| Action | What Happens to Related Applications |
|---|---|
| Activate an application | The applications it needs are activated automatically. For example, activating Construction activates the Clients application if it is deactivated. |
| Deactivate an application | The applications that depend on it are deactivated automatically. Review View Details before you deactivate a core application. |
Change Your Account’s Business Activity
The Business Field is set when you create the account, and the system activates the applications that suit it at that time. To switch your account to a new business activity (for example, from Cars services to Construction and Projects):
- Open Apps Manager.
- Activate the new activity’s applications, such as Construction and the Projects applications.
- Deactivate the previous activity’s applications if you no longer need them.
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Note: The new activity’s menus appear in the main menu as soon as you activate them. The data of deactivated applications is preserved and appears again when you reactivate them.
Rules and Restrictions
- Some apps depend on other apps. An app can’t run without the apps it requires, so those apps are enabled automatically along with it.
- Disabling an app also disables the apps that depend on it.
- Some apps may not appear or may be unavailable, depending on your subscription plan or your account’s country.
Impact on the System
| Item | Impact |
|---|---|
| Main Menu | Only the menus of enabled apps appear, and the menus of disabled apps are hidden. |
| Data | Disabling an app doesn’t delete its data; the data comes back when you re-enable the app. |
| Related Apps | They are enabled or disabled automatically along with the app, depending on the dependency. |
Frequently Asked Questions
How do I change my account’s business activity (for example, from Cars services to Construction and Projects)?
Enable the new activity’s apps from Apps Manager, such as Construction and the Projects apps, and disable the old activity’s apps if you no longer need them. Details.
Does disabling an app delete its data?
No. The data stays saved and appears again when you re-enable the app.
I enabled one app and other apps were enabled with it. Why?
Because the app needs them to work. You can see which ones by clicking View Details next to the app’s name.
Do I need to click Save after enabling an app?
No. The activation takes effect immediately when you click the button.
I can’t open the Apps Manager page. What should I do?
You need the Edit General Settings permission; ask your account owner for it.