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Module Configuration – Access Guide

Overview​

The Module Configuration page allows administrators/users to enable or disable system modules. Each module represents a specific feature set within the platform (such as CRM, Campaigns, Messaging, etc.).

When a module is enabled:​

  • The related menu items appear in the system
  • Users with appropriate role permissions can access the feature
  • Associated configurations become available

When a module is disabled:​

  • The feature becomes hidden or inaccessible
  • Related menu items will not appear

To access this configuration:

Configuration → System → Modules

Steps​

  1. Login to the system.
  2. Navigate to the left sidebar.
  3. Select Configuration.
  4. Under System, click Modules.
  5. The Module Configuration screen will open.

Who can access this?​

Access to Module Configuration is restricted by Role Management.

Only users who have been granted the appropriate permissions under:

Configuration → Role Management

Modules and Their Feature Access

Below is an explanation of what features become available when each module is enabled.

AI Assistant Module​

Purpose​

Provides AI-powered automation and assistance features.

Features Available When Enabled​

  • AI chatbot assistant
  • Automated responses
  • AI-powered recommendations

Accessible From​

  • Ask Auri Interface(Link to Auri)
  • AI Agent(Link to AI Agent)

Campaign Module​

Purpose​

Manages marketing or communication campaigns.

Features Available When Enabled​

  • Create campaigns
  • Manage campaign lists
  • Schedule campaign messages
  • Campaign analytics
  • Bulk communication management

Accessible From​

  • Campaign (link to Campaign)

CRM Module​

Purpose​

Manages customer relationships and contact data.

Features Available When Enabled​

  • Contact management
  • Customer profiles
  • Interaction history
  • Lead management
  • Customer communication tracking

Accessible From​

  • CRM dashboard (link to CRM)

Edge Module​

Purpose​

Manages Edge services and related telecommunication settings.

Features Available When Enabled​

  • Edge service configuration
  • Communication routing
  • Edge integration settings

Accessible From​

  • Uniconnect Edge Platform (link to Edge)

Email Module​

Purpose​

Configures and manages email services.

Features Available When Enabled​

  • Email provider configuration
  • Email templates
  • Send Email options

Accessible From​

  • CRM (link to CRM)
  • Workflow (link to workflow)
  • Email Templates (link to Email Templates)

Groups Module​

Purpose​

Allows administrators/users to manage user groups.

Features Available When Enabled​

  • Create user groups
  • Assign users to groups
  • Manage group permissions
  • Organizational access control

Accessible From​

  • Group management interface (link to group management)

Integrations Module​

Purpose​

Connects the system with external services.

Features Available When Enabled​

  • Third-party integrations
  • API configuration
  • External system connectivity

Accessible From​

  • Integration Interface (link to Integrations)

Messaging Module​

Purpose​

Handles SMS or messaging communication services.

Features Available When Enabled​

  • SMS provider configuration
  • Send SMS messages
  • Messaging templates
  • Bulk messaging

Accessible From​

  • CRM (link to CRM)
  • SMS Templates (link to SMS Templates)
  • SMS Campaign (link to SMS Campaign)

Status Management Module​

Purpose​

Controls system status types and workflow states.

Features Available When Enabled​

  • Define status types
  • Manage call status
  • Configure status categories

Accessible From​

  • Status configuration (link to Status Manangement)

Telephony Module​

Purpose​

Manages voice communication services.

Features Available When Enabled​

  • Voice provider configuration
  • Call routing
  • Telephony integration
  • Call management

Accessible From​

  • Telephony (link to Telephony)
  • Voice Campaign (link to Voice Campaign)

Users Module​

Purpose​

Manages system users and access control.

Features Available When Enabled​

  • Create users
  • Manage user profiles
  • Assign roles
  • Manage login access

Accessible From​

  • User management interface (link to User Management)

Workflow Management Module​

Purpose​

Allows administrators to create and manage automated workflows for system processes and task handling.

Features Available When Enabled​

  • Create custom workflows
  • Define workflow triggers and conditions
  • Configure automated actions
  • Manage workflow steps and approvals
  • Monitor workflow execution

Accessible From​

  • Workflow configuration panel (link to Workflow)

[!IMPORTANT]

  • Modules only enable system functionality.
  • User role permissions still control who can access features.
  • Some modules require additional configuration before use.

Example​

Enable Messaging Module

  1. Configure SMS provider
  2. Assign user permissions

Result: Users can send SMS messages.

[!TIP] Best Practice for Administrators Before enabling a module:

  1. Confirm the organization requires the feature.
  2. Ensure required integrations/providers are configured.
  3. Assign appropriate role permissions.
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