Apps

The Module Directory is the front door for understanding Atlas. It separates standalone modules from optional connected workflows so users can open CRM, PDF Studio, Contract Hub, Document Sign, Growth Hub, and every core work module without guessing which area owns the work.

• Business module boundary cards explain standalone ownership and optional integrations
• All module docs are searchable from one in-app route
• Each business module links to its product docs and the action registry for API/MCP parity
• PDF Studio is explicitly labelled standalone and not dependent on Sales CRM
• An app this workspace does not show says why: a team app in a personal space is marked Team workspaces with a link to create one, and an app the plan lacks offers See plans to an owner or administrator

• Growth Hub is a command center, not an owner for CRM, signing, contracts, or PDF files.
• Connected workflow links are optional handoffs; they are not required to use the destination module.
• The directory is navigation and documentation; it does not mutate customer or document data.

1. 1Open the Module reference from the sidebar Help menu, or press Cmd-K and search "modules".
2. 2Use the Business boundaries section when you are unsure which module owns a workflow.
3. 3Use Search all modules for every Atlas module doc, including work, planning, capture, and admin pages.
4. 4Open Product docs for how-to guidance, or Action registry for analytics, API, and MCP semantics.

Why does Atlas need a module directory?

The product has grown into many standalone modules. The directory makes ownership explicit so a user can choose the right app before touching data.

Why is Client Delivery, or People, missing from my sidebar?

Two things decide which apps a workspace has. A personal space is for you and your household, so it does not include the team apps, People and Client Delivery; the sidebar shows More apps, and this page marks them Team workspaces with a link to create one. A team workspace includes them, and Client Delivery also needs the Business plan. The workspace picker and the switcher at the top of the sidebar say beside each name whether it is personal or team, and which plan it is on.

What is the difference between a workspace and a personal space?

Both are workspaces: each has its own projects, people, plan and apps, and you switch between them from the top of the sidebar. A team workspace is for a company, a team or client work. A personal space is for home. Create either from Settings, Workspaces, from the switcher, or from the workspace picker; a new workspace starts as a team workspace unless you choose otherwise.

Does opening a module from this page create linked records?

No. It is a navigation surface only. CRM, PDF, signing, and contract records are created inside their owning modules.

Is the directory itself doing anything to my data?

No. It is navigation and documentation only. Opening a module from it does not create, link or change any customer or document record.