Choose which modules your team sees
Pick a module preset or your own list, so the menu shows only what your business uses.
Owners and admins open Settings › Company › Workspace, card Modules: Just phones, Sales team, Everything, or I'll choose to switch modules one by one. A preset applies at once, for the whole company.
In this video
Step by step
- 1
Modules are a company setting. Open Settings, in the menu on the left.
- 2
Choose Company at the top. Then, in the row below, choose Workspace.
- 3
Modules decides what everyone sees in the menu. Core phone tools always stay on.
- 4
Just phones keeps the phone and the AI receptionist. Sales team adds the CRM, the dialer and the calendar.
- 5
Everything turns on every module. And I'll choose lets you switch them on and off, one by one.
- 6
A preset applies the moment you click it, for the whole company. So in this demo, we only look.
- 7
Below the presets, See what's included lists every module, and whether it is on.
- 8
Then, Hide details closes the list.
- 9
At the top of the page, Menu feel crowded offers the recommended starter set, in one click.
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