Overview

Getting Started

Get your Servelo workspace set up in a few minutes. This guide walks through signing in, configuring your organization, and adding your team.

Signing in

Servelo supports three ways to authenticate. Your method depends on how your account was created.

MethodWhen it applies
Magic linkDefault for invited users. Enter your email and click the link sent to your inbox. No password needed.
PasswordAvailable if you registered with a password, or set one later via My Account.
Google / Microsoft OAuthAvailable if your admin enabled OAuth. Click the provider button on the login page.
ℹ️ Magic links expire after 30 minutes. Invitation links sent by admins expire after 7 days. If yours has expired, ask your admin to resend it from the Users page.

Your first login

  1. Go to your organization's URL: https://your-company.serveloapp.com
  2. Enter your email address and request a magic link (or use your password / OAuth if set up)
  3. Check your inbox and click the sign-in link
  4. You will land on the dashboard

Setting up your organization

After signing in as an admin, visit Settings to configure your workspace:

  1. Organization name and logo: shown on the portal and all customer-facing documents
  2. Theme color: accent color used across the portal
  3. Company contact details: phone, email, and address shown on quotes
  4. Portal settings: enable your customer portal and customize the landing page
  5. Ticket categories: create categories to tag and filter your work

Inviting your team

  1. Go to Settings > Team
  2. Click Invite User and enter their name, email, and role
  3. The user receives a magic link by email. The link is valid for 7 days
  4. Once they click the link they are signed in and can start working

See Users & Team for details on roles and permissions.

Adding your first client

  1. Go to Clients in the sidebar
  2. Click New Client and enter their name, email, and contact details
  3. Save. You can now create tickets for this client

Creating your first ticket

  1. Go to Tickets and click New Ticket
  2. Select the client, set a title and description
  3. Optionally assign a technician, set priority, and add a scheduled date
  4. Save. The ticket appears on the dashboard and can be assigned, commented on, and closed

Setting a password

If you signed in via magic link and want to add a password to your account, go to My Account and use the Security section to set one. You can then log in with either method going forward.

What's next