Locked Modules

A module with a lock icon is one you can’t use with your current seats. Locked modules stay in the sidebar so you can see what Workstation offers and how to get it, instead of the module disappearing.

Why a module is locked

There are two reasons, and the upgrade prompt tells you which one applies.

Reason	Example	What unlocks it
Your workspace doesn’t have it	Tickets is part of Pro, and your workspace only has Starter	Adding Pro, or the right add-on, to the subscription
Your workspace has it, but you don’t have a seat	Your workspace has Inbox & Calls, but you only hold a Starter seat	An admin giving you an Inbox seat

Access always follows the seats you hold. See Seats for how seats work, and Plans & Add-ons for what each plan and add-on includes.

What you see

Open a locked module and, instead of the page, you see a short message saying what the module is part of. What it offers depends on your access:

Owners and members with the billing.manage permission see Upgrade, which opens Billing → Subscriptions, or Manage seats, which opens Settings → Team.
Other members are told to ask a workspace admin to add the plan or give them a seat.

Locked actions inside a page

Some buttons belong to a different module than the page they’re on. These buttons stay visible with a lock. Selecting one opens the same message in a dialog instead of running the action. For example:

Create ticket from an Inbox conversation needs Tickets, which comes with Pro.
Creating a task from the Inbox needs Activities, which comes with Starter or Pro.

Related automatic behavior is skipped when the module is locked. For example, the Inbox doesn’t create tickets automatically in a workspace without Tickets.

Members without a CRM seat

People with only add-on seats (Inbox, Marketing, or Accounting) still get Contacts. They can view, create, and edit contacts.

They can also view other CRM records, such as the deals and activities on a contact they’re talking to, so they have the full picture. They can’t create or edit those records. If they try, Workstation asks them to get a Starter or Pro seat.

Record	Add-on seats only	Starter or Pro seat
Contacts	View, create, edit	View, create, edit
Deals, accounts, activities, price offers, orders, invoices, products	View only	View, create, edit

Your role and data visibility still apply on top of seats. A seat unlocks a module; your role decides what you can do inside it.

Read-only workspaces are different

A lock on one module is about seats. If the whole workspace can’t be changed, that’s a billing status instead, for example an unpaid invoice or a trial that ended without a card. See Billing.