Product areas and access

The application connects customers, work, documents, purchases and reports. Every module is available. Account permissions and guest scopes determine access.

Find the work you need

Use the desktop navigation rail, or More on a phone. Navigation shows only the areas your account can open.

Read the module list

Every module is available after installation. You do not turn modules on or off. Roles, guest scopes and agent connection grants decide who uses each one.

Settings > Modules lists each module with its description, the modules it needs and the modules that need it. Expand a module to read its permissions and the roles that hold them, its record types, its agent tools and its scheduled jobs. The owner and admins can open the page.

Some features have their own controls. Email delivery, agent access, sign-in options and optional providers each keep their settings. A module being available does not send email, connect a provider or publish anything.

Control access with roles

An owner or admin can invite people and assign roles. Built-in roles provide common permissions. Custom roles select permitted actions. A guest scope can further limit modules and named records.

A guest scope can only narrow access. It cannot add a missing role permission. See Roles and permissions.

Related pages

• Feature overview
• Users and roles
• Audit log