Company

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.

Sites are a way for you to create a custom menu layout in Servis.ai. These customer menus can then be assigned to individual users. They

What are Roles? Roles are how you manage user access to specific actions within Servis.ai. From the ability to Import/Export data to specific actions like

The Groups feature allows admins to assign a single task to multiple people, making collaboration on Servis.ai easier and more efficient. Here’s everything you need

User Permissions: Only Admins can use this features. Managing date and time settings ensures a consistent and user-friendly experience across the system. Users can personalize these