Quickstart

To configure your organization, navigate to the gear icon in the sidebar and select the Info tab. To manage your personal settings, click your name in the top bar to open the Profile menu.

In-Depth

Organization info

The Info tab contains the foundational details for your organization. These values are used across the system, including in document generation and for institutional memory.

Field	Description
Name	The official display name of your organization.
Resource Planning Interval	The default granularity (Day, Week, or Month) for new resource plans.
Description	A brief summary of your organization’s focus.
Address	Physical headquarters address for use in quotes and documents.
Phone	Primary contact number.
Email	Centralized organization email.
Website	Official website URL.
Auto Numbering	Configure automatic sequential numbering for specific objects (e.g., engagements). Define the object type and the starting number. When enabled, the Name field on creation forms automatically becomes read-only and displays a lock icon.

Profile settings

Your personal profile is the gateway to your work across different organizations.

• Email: Your authenticated login email. This is currently read-only.
• Organizations: A comprehensive list of every Servantium organization you have been granted access to.
• Selected Organization: The active context. All data displayed in the dashboard and guides is specific to this selection.
• Display Name: How you appear to colleagues in engagements and audit logs.

Switching organizations

If you manage multiple service lines or work across different business units, you can switch contexts instantly.