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Settings

Modules

Choose which areas of Agiled appear in your sidebar.

Show only the parts of Agiled your business uses, so the sidebar stays simple for you and your team. Turning a module off hides it. It never deletes anything.

Turn modules on or off

  1. Open Settings › Modules.
  2. Turn each module on or off. You might see Dashboard, CRM, Finance, HRM, Products, Commerce, Docs, Files, Productivity, Scheduling, Workflows, Agents, Chat, and Reports, depending on your plan.
  3. Select Save Changes.

You're done when the sidebar shows only the areas you turned on. Teammates may need to refresh their browser to see the change.

Good to know

  • Your records are safe. Hiding Finance does not delete invoices, and hiding CRM does not delete contacts. Turn the module back on to see them again.
  • At least one module must stay on.
  • Modules apply to everyone. To hide an area from one person only, change their role in Roles & Permissions.
  • A page is missing for one person? Check that the module is on, then check their role, then check that your plan includes the feature.

Billing

See your plan and usage, add team seats, and choose a plan or extend your trial when it ends.

Customize the client portal

Add your brand, choose how clients sign in and which portal sections they see, and write a welcome note.

On this page

Turn modules on or offGood to knowRelated