Organizations

Organizations let you mirror your company’s structure inside Servis.ai (e.g., Enterprise → Business Unit → Department). Use it to segment data, limit visibility, improve reporting, and enforce access automatically.

Enable and Configure

• Turn on: System Preferences → Enable Organization.

• Navigation: A new Organizations menu appears in the sidebar.

• Start empty: Create your organizational layers manually.

Define the Hierarchy

• Flexible depth: Enterprise → Business Unit → Department (or your own levels).

• Each organization record includes:

  • Name

  • Parent (links it in the tree)

  • Level

  • Tags (to group units across branches, e.g., all healthcare departments worldwide)

Assign Users and Roles

• Path: Settings → Users → Organization Assignment

• Each assignment needs:

  • User

  • Target organization

  • Role (e.g., Admin, Lead, Agent)

• Permissions:

  • Admins: Global access across all organizations.

  • Non-admins: Restricted to their assigned organization(s) when enforcement is on.

Access Enforcement

• Control: Enforce Organization Access (toggle).

  • Off: Everyone can see all records.

  • On: Users only see records in their organization and its descendants.

Data Model Integration

• Organization field is available in each app’s settings.

• With enforcement active, records are automatically linked to the correct organization.

• New records inherit the organization from the user’s current context.

Global Organization Selector

• A global dropdown appears for users with assigned organizations.

• Selecting an organization filters data across apps that support enforcement.

• If a user belongs to multiple organizations, record creation defaults to the first matching organization.

• Users can switch context before creating or viewing records.

Visibility Examples

• Admin users: See all records (even with enforcement on).

• Department users: See/create records only in their department (and its child orgs).

• Tags: Report and filter across multiple organizations via shared tags.

Record Creation Behavior

• On create, the record:

  • Inherits the active organization from the global selector.

  • If context is None, Servis.ai assigns the first matching organization for that user.

  • You can expose the Organization field on forms to manually override.

Reporting with Tags

• Use tags to group units across the tree for:

  • Cross-regional sales analysis

  • Department performance tracking

  • Consolidated reporting across tagged entities