Workspace and profile · How-to
Switch modules on and off
Choose which parts of Setvos this workspace uses. Switching a module off hides it for everyone and never deletes its data.
Open the Marketplace
Open Marketplace from the bottom of the sidebar. Modules are grouped the way the menu groups them: CRM, Commerce, Operations, Growth and HR.
Switch a module on or off
Use the switch on the module’s card. It takes effect at once for everyone in the workspace. Only an owner or admin can change it; for anyone else the switch is refused with a message.
Check what a module needs
A card that shows “Requires” names the modules that must be on first — Inventory needs Products, for example. A module cannot be switched off while another one that needs it is still on; the message says which.
When your plan does not include a module
A module outside your plan cannot be switched on. If “Add a module group” appears at the top of the page, an owner or admin can press “Add for …” on the group that contains it: it is charged for the days left in your licence and renews with it. On a licence paid by bank transfer it comes as an invoice on Plan & billing, and the group switches on the day the money arrives. Then switch its modules on below. A larger plan, chosen on Plan & billing, is charged the same way and includes more modules at once.
Switch it back on at any time
Everything the module held is still there when you switch it on again: records, settings and history.
Common questions
- Does switching modules off lower my price?
No. Your price depends on your edition, the number of employees and the term — not on how many modules are on.
- Why won’t a switch move?
Your role cannot change workspace settings, the module is not in your plan, or another module depends on it. The message on screen says which.
Read next
Buy or cancel extras: credit packs, module groups and an extra place
Raise a monthly allowance or add a module group in the middle of your term. Extras are paid for by the day to the end of the term, renew with your licence, and one you cancel stays until the renewal.
What happens at renewal, and what a cancelled extra takes with it
Your licence and the extras you keep renew together — in hryvnia on one invoice, in euros or dollars in one charge. What you cancelled leaves at the renewal, and some of it takes data with it — Setvos tells you well before.
Set up roles and permissions
Use the four ready-made roles or build your own: choose what each role may do in every module and whose records it sees.
Getting started: your first hour with Setvos
What a workspace is, and what to set up in your first hour — your business details, modules, team, clients, booking page and connections — so that Setvos is ready for real work tomorrow.
More in Workspace and profile
- Workspace and profile: how your business is set up
- Set your business details: country, time zone, currency and language
- Decide what members may change on their own profile
- Add your own fields to contacts, companies and deals
- Switch AI features on or off
- See who changed what in the audit log
- Edit your profile: name, photo and contact details
- Choose your language, time zone and theme
- Workspace settings: common questions
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