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Turn modules on
Companies, Portal, and Support Desk are always on. Sales, Projects, Documents, Meetings, Appointments, Customer Billing, Invoices, Website, Reports, Automation, Bookkeeping, and Transfer are optional.
- Open the Module store icon next to Support in the sidebar (owners and admins). It is also in the account menu.
- Add a module when you need that part of the product. Removing a module hides it; some data stays in the database.
- Billing, if you add it, depends on Sales. Appointments is separate from Meetings: one is public booking, the other is internal agendas.
- Staff only see modules their role is allowed to open. That is set under Workspace → Role access.