Modules
Turn workspace modules on or off.
Modules control which product areas are available in the workspace.
Use modules to simplify the workspace, not to replace permissions. Module switches affect navigation for the workspace; access control decides what each user can do.
What Module Settings Change
Module settings control the main product areas shown in the workspace sidebar. They do not delete data. Turning a module off hides that area from normal navigation for the workspace users who can see it.
Use this page when your team wants a simpler sidebar, when a newly enabled feature is missing, or when a workspace should focus on only the tools it uses.
Configure Visible Modules
- Open Settings.
- Select Modules.
- Review the module list. The page can include Dashboard, CRM, Finance, HRM, Products, Commerce, Docs, Files, Productivity, Scheduling, Workflows, AI workers, Chat, and Reports depending on the workspace plan and permissions.
- Turn on each module your team should use.
- Turn off modules that should not appear in the sidebar.
- Select Save changes.
After saving, Agiled refreshes the workspace sidebar so the navigation reflects the new module list.
Choose The Right Modules
- Enable CRM if the team manages contacts, companies, deals, forms, or client relationships.
- Enable Finance for invoices, estimates, expenses, payments, credit notes, and finance reports.
- Enable Productivity for projects, tasks, boards, time tracking, and internal work management.
- Enable Docs and Files when the team collaborates on documents, contracts, folders, and shared attachments.
- Enable Scheduling for booking pages, event types, calendars, and public booking links.
- Enable Workflows and AI workers when the team automates business processes or delegates work to configured agents.
- Enable Reports when managers need dashboards and module-level reporting.
Missing Navigation
If a page is missing from navigation:
- Check Settings → Modules and confirm the module is turned on.
- Check the user's role and direct permissions in Settings → Access Control.
- Check whether the workspace plan includes the feature.
- Refresh the browser after saving if the sidebar was already open.
If a module is visible for an owner but not for another member, the issue is usually access control rather than the module switch.
Safe Changes
Turning a module off does not remove records from that module. For example, hiding Finance does not delete invoices, and hiding CRM does not delete contacts. Turn the module back on to return to that area.
Before Disabling a Module
Check whether workflows, dashboards, reports, public pages, templates, or team processes depend on the module. Hiding the navigation can still confuse users who expect to review related records.
After changing modules, ask one affected user to refresh and confirm navigation matches the intended workspace setup.
Dependency Review
Before turning off a module, check related processes:
- Workflows that read or write that module.
- Dashboard widgets and reports.
- Public forms, booking pages, checkout links, or documents.
- Templates that create records in that module.
- Team instructions that tell users to open that section.
If the module is part of an active customer or finance flow, leave it enabled until the replacement process is ready.