Turn on HR, Projects and other modules
Install and enable optional modules, and what to do when a module isn't in your plan.
HR and Projects & CRM are modules. Their menus appear only after the module is installed and enabled.
Enable a module
Administration › Modules lists every module with its state. For the one you want:
- Click Install the first time. This prepares the module's own tables.
- Click Enable.
- Open the new menu (for example HR or Projects & CRM).
Disable hides the module without deleting its data. Uninstall is for removing it completely, so ask support before using it on a module that already holds records.
"That feature is not included in your current plan"
If you see this message, your plan doesn't include the module. You're taken to the billing page to pick a plan that does. See Your plan, billing and getting help.
Give people access
Turning a module on doesn't show it to everyone. Under Administration › Roles, tick the module's permissions for each role. See Add users and set what they can do.
Note: You need the Settings permission to open the Modules page.