Company

The User Administration role is a built-in system role designed for teams that need someone to create and manage users without giving them full administrator access

The servis Everywhere Chrome extension detects email addresses in your preferred email platforms and checks them against your servis.ai instance. From there, you can quickly

A lightweight way to mirror your company structure in servis.ai and control who sees what—without building per-app ACLs. Organizations provide hierarchical segmentation (e.g., Enterprise → Business

This feature is only available with an Enterprise Edition servis.ai tenant. Impersonation lets approved users temporarily act as another user within the same tenant. It’s useful for

One other way in which servis.ai is fully customizable involves your Company Profile. Here you can make servis.ai your own by aligning it with your

Servis.ai gives you full control over your Users.  Add, edit, suspend, or activate members of your team at any time. User Permissions: Only the Administrator

Thanks to the Team Theme feature you have the option to define your own theme to match your organization’s logo and your brand. Creating your

Servis.ai allows you to structure your data by teams, making it easier to manage access and visibility across your organization. Each App—including Contacts, Accounts, Deals,

Admins can access the calendars of those who have accounts set up within servis.ai. User Permissions: Only the Admins can use this feature. Requirements: In

Pages are a way for you to create a custom page in servis.ai. It can contain information that’s important to you or your entire team.