Requires Tenant Admin permissions.
Finding modules
Every module has its own page in the Settings sidebar under MODULES. Click one to open it.How module pages work
All module pages follow the same layout — learn one, you know them all.Header
Enable/disable toggle and Save All Settings button. Always pinned at the top.
Sub-navigation
Tabs specific to the module — Configuration, Custom Fields, Tags, Roles, Forms, and more.
Settings sections
Grouped options with toggles, dropdowns, and inputs under clear headings.
Available modules
Core
Core
| Module | What it unlocks |
|---|---|
| Users & Profiles | Member management, registration, family members, user types, roles. Always active. |
| Contacts | External contact management with custom statuses |
| Local Centers | Regional chapters with their own admins, bank accounts, maps |
Engagement
Engagement
| Module | What it unlocks |
|---|---|
| Events | Event creation, ticketing, attendance tracking, reports |
| Discussions | Community discussions with namespaces and posting controls |
| Groups & Teams | Member groups, units, role-based groups, tasks, categories |
| Voting | Polls and elections within groups |
| Gamification & Courses | Points, tiers, badges, learning courses |
Operations
Operations
| Module | What it unlocks |
|---|---|
| Payments & Fees | Membership fees, Stripe payments, donations, invoicing |
| Emails & Notifications | Notification defaults, email templates, campaigns |
| Files & eDocuments | Drive storage, personal drives, electronic document templates |
| Helpdesk | Member support tickets |
| Analytics | Dashboards for registration, membership, geography trends |
Membership & Onboarding
Membership & Onboarding
| Module | What it unlocks |
|---|---|
| Adhesion | Public join forms for prospective members |
| Waitlist | Waiting lists with notifications and self-removal |
| Referrals | Referral workflows with configurable approval steps |
| Identity Validation | Document-based identity verification |
| Professions | Industry, job title, and expertise fields |
| Companies | Company profiles linked to members, company-level fees |
| Form Builder | Custom forms for structured data collection |
Security & Integrations
Security & Integrations
| Module | What it unlocks |
|---|---|
| Multi-Factor Authentication | Require MFA for member logins |
| API & OAuth | API token access and OAuth integrations |
Enabling and disabling
Open any module from the sidebar. Toggle it on or off in the header. Hit Save. Disabling a module hides its features for everyone. Enable it again and everything comes back exactly as it was.Permission levels
Some module settings use permission dropdowns to control who can perform certain actions. These range from User (any logged-in member) to Admin Tenant (full organization control), with specialized roles for HR, finance, events, and communications at both organization and local center levels. For the full permission hierarchy and role reference, see Permissions.Local-level roles (e.g., Admin Local, HR Local) only appear in dropdowns when the Local Centers module is enabled.
Troubleshooting
I disabled a module but it still shows up
I disabled a module but it still shows up
Refresh the page. Also check you toggled the right one — “Files & eDocuments” controls both Drive and eDocuments, for example.
Local permissions are missing from dropdowns
Local permissions are missing from dropdowns
Enable the Local Centers module first. Local-level roles only appear when it’s active.
I can't find the Settings menu
I can't find the Settings menu