Modules and missing screens

Complaia ERP (enterprise resource planning) is built from modules, such as Products, Orders, Warehouse, Production and Finance. Every screen in this documentation belongs to one of them. This page explains:

• what decides whether a module's screens are in your sidebar,
• how to find out why a screen is missing,
• how Production, the one module a company can run without, is switched on.

Where to find it: there is no settings screen for modules. The only switch, Production on or off, is set in the setup wizard. After setup, the Owner can turn production on from Production → Production orders.

There is no "System modules" screen

Older notes, and two error messages of the setup wizard, may tell you to check Settings → System definition → System modules. That screen is not available: it is not in the menu, its address opens Company details, and modules other than Production cannot be switched off. Use the checks on this page instead.

When you'll use it

• A screen this documentation describes is not in your sidebar, and you want to know why.
• A colleague can open a screen and you cannot, or the other way round.
• Your company started without production and now wants it, or the Production tile on the dashboard says Module turned off.
• Most of the menu has disappeared and a window says System access has been restricted.

Key concepts

What is always there, and what is not

Every workspace has every module, with one exception: Production, meaning the Production orders and Planning screens, can be off for the whole company. Everything else is always on. What differs from person to person is mainly what their role lets them see.

The Configuration group under Production, with Sites and Production areas, stays in the menu when production is off. Like every other screen, it is shown according to roles. POS terminals are under Settings, also independent of production.

Five reasons a screen is missing

All five reasons look the same: a screen you expected is not in your sidebar. But they have different causes and different fixes.

Reason	Who is affected	How to tell	Who can change it
Your role does not include it	Only people whose role lacks the permission	A colleague with a different role opens it without trouble	Whoever manages roles & permissions
Production is switched off	Everyone. Only the Owner still sees Production orders and Planning	The Production tile on the dashboard reads Module turned off (for the Owner: Turn on module)	The Owner. See Turn production on
The warehouse mode hides it	Everyone	Warehouses and Stock transfer exist only in advanced mode, Warehouse location only in simple mode	Whoever may change the warehouse type
It depends on the company's data	Everyone, the Owner included	OSS returns (One-Stop Shop VAT returns) under Finance appears only when the company has a sales entity in Poland	Whoever manages sales entities
The subscription has lapsed	Everyone	A window titled System access has been restricted covers the application, and the menu shrinks to Company details, Subscription and Support	Whoever manages the subscription, by default the Owner, under System → Subscription. See Subscription

So the first question to ask is not "why can't I see it?" but "can anyone see it?" Ask a colleague who has a different role. If they can see it, the cause is your role. If nobody can, it is one of the other four reasons.

Hidden means not shown, not greyed out

Complaia does not show entries you cannot use:

• a menu item you have no permission for is not shown;
• a group whose items are all hidden disappears;
• a section with nothing left in it disappears too.

The same applies to global search: it lists only screens you are allowed to open.

The dashboard is the only place that shows what you are missing: a tile you have no permission for shows a padlock and No access.

Changes reach you while you work

When an administrator changes your role, or the permissions of the role you have, a Permissions changed message appears and your sidebar updates. If you may no longer see the page you are on, a window tells you so and offers a Home button that takes you to the dashboard. You do not have to sign out and in again.

Who can change what

What	Who
Which screens a person sees	Anyone who may edit roles and users. See Roles & permissions
Production on	The Owner only. Nobody else is offered the wizard that does it
Warehouse mode	Anyone whose role includes managing the warehouse. See Warehouse type
Subscription	The Owner, and anyone whose role includes the subscription permissions. See Subscription

Common tasks

Work out why a colleague can't see a screen

1. Ask a second colleague, with a different role, to look for the same screen.
2. If they can see it, the cause is the role. Open Settings → Roles & permissions → Role list, open the first colleague's role, and add the permission for that screen. See Roles & permissions.
3. If they cannot see it either, and it is Production orders or Planning, production is switched off. See the next task.
4. If it is Warehouses, Stock transfer or Warehouse location, check the warehouse mode. These entries change when the mode changes. See Warehouse type.
5. If it is OSS returns, check that the company has a sales entity in Poland under Finance → Sales entities.
6. If almost everything is missing, the subscription has lapsed. Whoever manages it, by default the Owner, chooses a plan under System → Subscription.

Turn production on

Use this when your company unticked Shop floor in the setup wizard and now wants to manufacture.

1. Sign in as the Owner.
2. Click Production → Production orders in the sidebar, or the Production tile on the dashboard (it reads Turn on module). A short wizard opens with the Shop floor step.
3. Add at least one production area and one workstation in it. POS terminals are optional.
4. Click Turn production on.

You are taken to the production order list. Production orders and Planning appear for everyone whose role includes them. Colleagues who were already signed in may need to reload. The full description of the step is in Setup wizard → Shop floor.

Turning production off again

Production is switched off by unticking Shop floor in the setup wizard. The wizard runs once, when the workspace is new, and after setup there is no screen for switching production off.

If you no longer manufacture, the simplest solution is to remove the Production permissions from your roles, so that only the Owner still sees those screens. You can also contact Support.

Switching production off never deletes anything. Areas, workstations, terminals and production orders are still there when production is turned back on.

Give someone access to a screen

1. Open Settings → Users → User list and note which role the person has.
2. Open Settings → Roles & permissions → Role list and open that role.
3. Tick the permissions for the screen and save.

If the person is signed in, they get a Permissions changed message and the new entry appears in their sidebar. Every screen page in this documentation ends with a Permissions section that names the permission it needs.

When it doesn't work

What you see	Why	What to do
A screen from this documentation is not in your sidebar	In nearly every case, your role does not include it	Follow the steps in Work out why a colleague can't see a screen
You open an address directly and land on the dashboard instead	You have no permission for that screen, or it is a production order screen and production is off	Follow the same steps. If the Owner opens such an address, the wizard for turning production on opens
This page doesn't exist	The address does not exist at all, for example an old bookmark	Click Back to Complaia ERP and find the screen in the sidebar. See When a page does not exist
A message headed Module unavailable, with This module is disabled in your system., and you are back on the dashboard	You tried to use a production order screen while production is off	Ask the Owner to turn production on
The Production tile on the dashboard reads Module turned off	Production is off for the company	As above
A dashboard tile shows a padlock and No access	Your role does not include viewing that module	Ask whoever manages roles
Settings → System definition → System modules is not in the menu	That screen is not available	Nothing to fix. See the note at the top of this page
Warehouses and Warehouse location are never in the menu together	They follow the warehouse mode: one exists in advanced mode, the other in simple mode	This is expected. See Warehouse type
OSS returns is not under Finance	The company has no sales entity in Poland	This is expected. OSS returns apply only to sellers in Poland
The menu shows only Company details, Subscription and Support	The subscription has lapsed	Whoever manages the subscription, by default the Owner, chooses a plan under System → Subscription
You want to hide one screen from one team only	Roles control this	Create or edit a role without that permission. See Roles & permissions

Permissions

Action	Who may do it
Turn production on from Production orders or the dashboard	The Owner only. This is not a permission and cannot be granted to a role
Change what a role can see	Roles & permissions: Edit
Change which role a user has	Users: Role change
Change the warehouse mode	Warehouse: Manage

Related

• Roles & permissions: the usual reason a screen is missing, and where to fix it
• Setup wizard: where the production decision is first made
• Warehouse type: the setting that changes three Warehouse entries
• Subscription: what happens when a plan lapses
• Interface & navigation: why two sidebars in the same company differ
• Core concepts: modules in one paragraph
• Company details: the screen that the System modules address opens
• Glossary: module, in one sentence