Module Visibility

Show or hide modules in the sidebar per organization.

Harmonia ships with a lot of modules — pipelines, campaigns, funnels, websites, memberships, reputation, integrations, AI, and more. Most orgs don't need all of them. Module Visibility lets owners turn off the modules they're not using so the sidebar isn't cluttered with surfaces nobody clicks.

Where it lives

Settings → Modules. Owners and admins can change visibility. Members can't.

You'll see every module grouped by category (Core, Sales, Communication, Marketing, Intelligence, Billing, Publishing, Platform, Growth, Developer). Each module has a checkbox. Toggle to show or hide it.

Changes are saved immediately and the sidebar refreshes for everyone in the org on their next navigation.

Core modules can't be disabled

Four modules are required and rendered as locked checkboxes with a tooltip explaining why:

  • Dashboard — the home view; everyone lands here on login.
  • Contacts — without contacts, none of the CRM works.
  • Companies — paired with contacts in most workflows.
  • Settings — needed to manage everything else, including module visibility itself.

If you try to omit a core module from a saved list (via the API), the server adds it back automatically.

What hiding does — and doesn't do

Hiding a module:

  • Removes it from the sidebar.
  • Removes it from the command palette.
  • Stops surfacing related widgets on the dashboard.

Hiding does not:

  • Delete data. Hide Memberships and your members table stays intact — just invisible until you re-enable.
  • Stop integrations from running. If you've hidden Email but an automation sends email, the automation still works.
  • Hide direct URLs. Someone with the URL can still load /forms even if you've hidden Forms in the sidebar. Module visibility is sidebar-and-discovery hygiene, not a security boundary.

For a security boundary, use roles and permissions (see Users & Roles).

Common configurations

Lean sales team — show Dashboard, Contacts, Companies, Tasks, Conversations, Pipelines, Calendars, Settings. Hide everything else until needed.

Brokerage — add SMS, Phone, and Integrations to the lean config.

Full marketing agency — show everything. Use category collapse if the sidebar gets long.

White-label reseller — usually show everything you've configured for that client. Hide modules where you haven't set up the back-end (e.g. don't show Phone if you haven't connected Twilio for that tenant).

Re-enabling

Toggle the checkbox back on. Sidebar updates on next nav. No data migration needed — everything's still there.