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Settings & Admin
Permissions, users, modules, billing, and integrations
How to Turn Modules On/Off
How to enable and disable industry modules in Settings, and what happens when you toggle them.
Managing User Permissions
How to customize what each user can see and do.
Settings Overview
A tour of all the settings tabs — profile, modules, users, billing, and integrations.
Audit Log
See who changed what and when.
Contact Support
How to reach our support team.
Connect The Customer Factor to ServiceVault Pro via Zapier
Step-by-step guide to automatically sync new prospects from The Customer Factor into ServiceVault Pro using Zapier.
Billing & Subscription Management
Manage your SVP plan, payment method, and billing history from the Billing tab.
Notification Center
How the notification bell and alerts work in SVP.
Password & Account Security
How password resets work and password requirements in SVP.