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Subscribing/Unsubscribing to Modules
Subscribing/Unsubscribing to Modules

How to add or remove the modules from your subscription

Christa Moody avatar
Written by Christa Moody
Updated over a week ago

The Funnel, Install, Stock, and Service modules works seamlessly with our Lite and Enterprise Project platforms, but is sold as a separate subscription.

TIP: You can trial any one of our modules for free for 30 days! If you'd like to trial one of our modules, please reach out to Support chat (by clicking the blue chat icon at the bottom left in our Help Article library) and we can get that activated for you.

To add access to a module (using the Install module as an example), go to Settings > Team and select the team member that you'd like to add permissions for.

You will see an overlay with that user's permissions. Select the desired permissions under the desired module's heading, and click Save.

IMPORTANT: Selecting these options will automatically initiate a payment for whichever module you have activated permissions. (If you are in the middle of your billing cycle, the payment will be pro-rated.) 

To remove a module from your subscription, deselect all the boxes under the desired module's heading, and click Save.

The same processes can be followed for any of our enhanced functionality modules.

We hope this helps! If you have any questions, please reach out to us in Support chat.

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