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Smart CRM User Guide
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Enable, show or hide modules

On this page

Turn on an included module

  1. Sign in as an owner or admin and open Settings → System Settings → Modules.
  2. Find the module. If it says Included in your plan, switch it on to activate it.
  3. If it says Not active and links to the subscription page, open that page to review the add-on before purchasing it.

Hide or show an active module

Switch off a module to hide it from the workspace menu. A hidden module remains active and billed, and its data remains available. Switch it on again to show it. Use Subscription & Billing for changes to what you pay for.

Check what each user can access

After changing visibility, check the menu while signed in to the workspace. Use role permissions or individual access to control what a person can actually open and do.