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Products Configuration

The Products settings page lets workspace admins enable or disable major product areas for the whole organization. Each toggle controls whether a product surface is available to workspace members. When a product is turned off, Harmony hides the related navigation, pages, and entry points across the workspace.

Accessing Products​

Open Workspace Settings and select Products. From there, turn each product on or off and click Save. Changes take effect immediately.

Disabling a product does not delete existing data. It makes the related records and pages unavailable until the product is turned on again. If the product is re-enabled later, users regain access to the data that already existed.

Available product toggles​

The Accounts toggle controls whether company accounts are available across the organization. Accounts are enabled by default for new workspaces. This product is useful for B2B workflows where contacts are grouped under companies. If your team works mainly with individual people rather than company accounts, such as in a B2C workflow, you may choose to turn Accounts off.

The Insights toggle controls AI-powered Insights and Projects, also known as the Data Lake. Insights are enabled by default. Turn this product off only if your workspace needs basic conversation recording without AI analysis, project setup, project criteria, or project knowledge.

The Feedback toggle controls AI-powered feedback analysis and coaching insights. Feedback is off by default for new workspaces and appears in the product interface only when enabled.

The Performance toggle controls performance metrics and analytics dashboards, including scorecards. Performance is also off by default for new workspaces and appears only when the toggle is on.

What disabling a product does​

Turning off a product hides every page and entry point related to that product. Existing records are preserved, but they are not visible or manageable while the product remains disabled.

Accounts disabled​

When Accounts is off, the Accounts page is hidden from the sidebar and from the Cmd/Ctrl+K command palette. Users no longer see the account picker when creating or editing contacts.

The API also treats account links as unavailable while Accounts is disabled. If a request submits an accountId, Harmony rejects it with a 400 error. Integration sync services such as HubSpot and Salesforce drop the accountId linkage during sync instead of attaching contacts to accounts.

Direct URLs to Account pages redirect to Contacts. The account data itself is not deleted, and turning Accounts back on restores access to the Accounts surface.

Insights disabled​

When Insights is off, the Data Lake section is hidden from the sidebar and command palette. Users cannot create or manage projects, and existing projects are not visible.

Insight definitions, project criteria, and project knowledge are inaccessible until Insights is re-enabled. The underlying configuration is preserved, so turning Insights back on restores access to the previous project setup.

Feedback / Performance​

Feedback and Performance appear in the sidebar only when their toggles are On. Because both products are off by default for new workspaces, admins must enable them before users can access feedback analysis, coaching insights, scorecards, or performance dashboards.

What is not on the Products page​

The Products page is intentionally limited to organization-wide on and off controls. It does not configure detailed AI behavior, user preferences, workspace metadata, permissions, or billing.

AI provider configuration and the default model are managed on the Intelligence page. Per-user Companion preferences, including response style, custom instructions, and auto-approve patterns, live under User Preferences.

Recording behavior is configured through per-user preferences and the desktop app. Auto-join eligibility also depends on feature flags, deployment environment, workspace-level availability, and user opt-in.

Custom Fields and attributes are managed on the Attributes page. Roles and permissions are managed in Roles and Permissions, while teams and members are managed in Teams and Users.

Workspace identity and context, including the handbook, organization name, and logo, live in General Settings. Subscription, seats, and billing usage are covered in Subscription Plans, Seats Management, and Usage Tracking.

For workspace identity and handbook settings, see General Settings. For AI provider configuration, see Intelligence. To understand who can change product settings, see Roles and Permissions.