Note: this is the screen that turns on Client Relations Manager (and every other product area) for your organization in the first place — if a feature area's Settings section is missing entirely, check here first.
Turn a product area on or off for your organization.
Before you start
The Configure System right.
Steps
- Go to Settings → My Account → Apps & Features.
- The Available tab lists apps: enabled ones show Active; others show Add-on Required or Upgrade to {plan} depending on your billing entitlement, or a plain switch if you're entitled but haven't turned it on yet.
- Toggle the switch to enable or disable an app.
- If your organization is a root organization, a second Not Available tab lists in-development apps you can opt into at your own risk.
- Click Adjust Features on an active app to jump straight to its own settings.
If a switch won't move
- Greyed out with a lock tooltip — force-enabled or force-disabled by your organization's applied security model; not adjustable here.
- Shows Upgrade / Add-on Required — a billing entitlement issue, not something this toggle itself controls.
See What Controls Which Apps You Can Turn On for how these layers combine.
What you'll see
Toggling an app immediately changes whether its features and Settings section are available across your organization for everyone.
Related articles
Other guides that answer questions close to this one.
What Controls Which Apps You Can Turn On
Whether an app's toggle is available, forced, or missing entirely depends on four independent layers stacking on top of each other — not just "on or off": 1. Development stage — an app can be published or still in…
Security Models and Branch Types
Naming note: the Settings card is titled "{Branch} Types" (using your organization's custom label — see What is custom labeling?), but the screen you land on is headed "Child Organization Security Models." These are two…
How to Create a New Organization
Start a brand-new organization (Branch) from scratch — its own workspace, roles, permissions, and branding. Before you start The ability to create an organization depends on the Branch Type and Security Model available…