EDGE Sword is a modular CRM and operations platform. Your workspace only shows the modules your tenant has enabled, and what you can do inside them is controlled by roles and permissions.
At signup you choose an industry that enables a default module pack — Real Estate, FMCG, or Hospitality are fully provisioned today. See Choose your industry workspace experience for the comparison table, then open the guide that matches your sector: Real Estate, FMCG, or Hospitality.
Please note:
- Navigation and available actions depend on enabled modules and assigned roles — see Configure your workspace and Roles, permissions, and RBAC before inviting users.
- Day-to-day Home cards and the Approvals inbox are covered in Home page and sidebar preferences and Approvals hub.
Workspaces
Each organization is a tenant (workspace). Switch workspaces from the sidebar when you belong to more than one.
Core concepts
| Concept | What it means | Where to configure |
|---|---|---|
| Workspace | Your organization's tenant | Switcher in sidebar |
| Module | A feature area (Leads, Finance, HR) | Settings → Modules |
| Role | Bundle of permissions for a job | Settings → Roles |
| Home | Role-based cards (time off, people feed, company links) | Settings → Preferences |
| Dashboard | Custom KPI boards | Dashboards nav item |
| Reports | Standard / Custom table reports | ANALYTICS → Reports |
| Approvals | Cross-module leave, signatures, profile edits | Navbar checklist |
| Notifications | Alerts for assignments and workflows | Profile → Notifications |
Modules
Administrators enable modules such as Leads, Finance, HR, or POS under Settings → Modules. Disabled modules disappear from navigation for everyone in that workspace.
flowchart TB User[Signed-in user] --> Workspace[Active workspace] Workspace --> Modules[Enabled modules] Workspace --> Role[Assigned roles] Modules --> Nav[Sidebar navigation] Role --> Perms[Permissions] Perms --> Actions[Allowed actions per module] Nav --> Home[Dashboard and records] Actions --> Home
Next steps
- Complete your profile and skim Home
- Invite teammates and assign roles
- Open the modules your team uses day to day — for analytics start with Table reports hub
- Review Notifications overview and the Approvals hub so alerts reach the right people
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