Modules
Super Admin โ Modules lets the platform owner enable or disable optional feature modules for the entire platform.
What are Modules?โ
Modules are optional features that can be turned on or off at the platform level. When a module is disabled, it is hidden from all tenant workspaces โ even if the tenant's plan includes it.
This lets you:
- Launch the platform with a minimal feature set and enable modules as they are ready
- Disable features that are not relevant to your target market
- Control which capabilities are available across all tenants
Available Modulesโ
| Module | Description |
|---|---|
| Sales (Quotes & Invoices) | Enable the Products, Quotes, and Invoices features |
| Meetings | Enable Meeting Types, Bookings, and Calendar |
| Communications | Enable Conversations inbox and Call Log |
| Email Sequences | Enable drip email sequence functionality |
| Lead Scoring | Enable automatic lead scoring rules |
| Custom Fields | Enable custom field definitions on leads |
| API | Enable REST API access for tenants |
| Capture Widget | Enable the embeddable lead capture widget |
| Tracking Snippets | Enable website tracking snippet functionality |
| Outbound Webhooks | Enable outbound webhook integrations |
| Feature Requests | Enable the tenant feature request board |
Enabling/Disabling a Moduleโ
- Go to Super Admin โ Modules.
- Find the module in the list.
- Toggle the switch to enable or disable.
- Save.
Changes take effect immediately across all tenant workspaces.
Module vs Planโ
Modules are a platform-level control. Plans are a tenant-level control.
For a feature to be available to a tenant:
- The module must be enabled at the platform level (Modules page), AND
- The tenant's plan must include that feature (Plans page)
If either is off, the feature is not available to that tenant.
Recommended Default Configurationโ
For a new installation, it is recommended to:
- Enable all modules initially.
- Disable modules only if they are not relevant to your business (e.g. disable Meetings if you do not offer scheduling).
- Use Plans to control feature access per tier rather than using Modules for tier-based control.