Enable features for your organisation and request access to selected add-ons directly from the Dashboard.
Note: Features and add-ons are enabled per environment. You can configure them separately for Sandbox and Production modes.
To view or manage your organisation’s configuration, the following permissions must be enabled for your user role:
- Manage organisation features and add-ons: This permission allows you to enable or disable features for your organisation.
- Read organisation features and add-ons: This permission allows you to view which features and add-ons are enabled for your organisation.
Visit our User role guide for more information on where to find and enable this.
To access Features and Add-ons, follow these steps:
- Log into your Root dashboard.
- Click on the organisation icon in the blue navigation bar in the bottom left side of your screen.
- Click on Features & add-ons in the grey sidebar.
Managing Features
You can enable and disable features for the specific environment (Sandbox or Production) you are in.
To enable or disable features for a specific environment:
- Use the toggle switch next to each feature to enable or disable it.
- After toggling, click Switch on or Switch off to confirm in the popup modal that follows.
Notes:
- Once a feature is switched on, the page will reload, and the feature will become visible and available to users in your organisation’s specific environment.
- Once a feature is switched off, the page will reload, and the feature will no longer be visible or available to users in your organisation’s specific environment.
Managing Add-ons
Add-ons are paid features that can only be enabled by the Root team.
- In the Features & add-ons section on the dashboard, you can view which add-ons are enabled for the environment you're in. For example, if you are in Production and the Production pill is grey, the add-on is disabled; if green, it is enabled.
- To request activation or deactivation of an add-on for your organisation, please contact support@rootplatform.com.