Plugins & administration
Plugins first, then the workspace-administration questions owners and admins field most. The full guides are Plugins & the Marketplace and the per-plugin catalog.
Plugins
Why don’t I see Analytics, AOG Desk, or Chat in my sidebar?
They’re opt-in plugins. An owner or admin has to install them from the Plugins module (the page inside is called the Marketplace); once installed, they appear at the bottom of the Modules sidebar group for everyone in the workspace. See: Plugins & the Marketplace.
Who can install or uninstall plugins?
Owners and admins only. Everyone can browse the catalog and read plugin details, but a member who clicks Install or Uninstall gets an error message and nothing changes. See: Managing plugins.
Does uninstalling a plugin delete our data?
No. Uninstalling only hides the feature — chat history, issued pass-through invoices, and every posted record remain, and reinstalling restores access instantly. See: Managing plugins.
What do the “Forced on” / “Forced off” pills in the Marketplace mean?
The 3442 platform team has overridden that plugin for your workspace. The override wins over your own install choice in both directions, and it only affects visibility — never data. Raise it through the Build module if you need it changed. See: Managing plugins.
Why did “Open discussion” on an order take me to a “not installed” page?
Order discussion threads live in the Company Chat plugin, and the button shows even when the plugin isn’t installed. Once an owner or admin installs Company Chat from the Plugins module, the same button opens the thread. See: the plugin catalog.
How do I charge different surcharge percentages for different vendors?
In Surcharge Invoicing’s settings, add a per-vendor rate — the rate applied at issue resolves per-vendor first, then falls back to the default. Reach the page with the Settings button in the module’s header row. See: the plugin catalog.
Why is an item on the AOG Desk amber the moment it appears?
By design — an AOG item is never “fine”. It starts On SLA (amber) from arrival and turns red only when its response window is breached: 1 hour for RFQs, 2 hours for repair orders, 4 hours for work orders. See: the plugin catalog.
Can our customers see anything when we install a plugin?
Only Surcharge Invoicing changes the customer portal — it unlocks an Invoices tab there. Every other plugin (Analytics, AOG Desk, Chat, Shipping Desk) is internal to your team. See: the plugin catalog.
Do plugins cost extra? Where’s the billing screen?
There is no billing screen in APEX — installing a plugin never asks for a payment inside the product, and Settings has no billing tab. Commercial terms for your workspace are handled directly with 3442 Labs, outside the product.
Team, roles & access
How do I invite a teammate?
Open Team → Members and click + Add member (owners and admins only). Enter their email and pick their role tier, any custom roles, and data scopes. Someone who already has an APEX account is added immediately; anyone else gets an invitation email with an accept link that’s valid for 7 days.
Why can’t I see the Payables tab in Accounting?
Symptom: Accounting shows you Journal, Invoices, Chart of Accounts, Statements, and Banking — but no Payables. Cause: the finance-management tabs — Overview, Payables, Aging, Periods, and Rules & Bridge — are visible to owners and admins only. Fix: if payables are part of your job, ask an owner to raise your role.
What are data scopes?
Per-member visibility filters, set by owners/admins in Team → Members. Scoping a member to specific customers or vendors restricts which orders, RFQs, quotes, and records they see across the modules — “All” means no restriction. Work orders, for example, have no role gate of their own; who sees what is decided by customer data scopes.
Who can see the access audit log?
Owners and admins only. It’s the Team → Audit screen — every entry shows when, the action, the actor, and the detail, with filters and a load-more. See: The audit trail.
Where do API keys live, and who can create them?
Settings → API Keys, owners and admins only. A key lets an external system read (or, for full-access keys, write) your workspace’s data without a user signing in — create one per integration and revoke it the moment it’s no longer needed.