As an admin, you can create branch locations, apply company branding, and manage user access — all from your Parspec account settings.
| 1.Access Branch Locations |
1. Click the gear icon in the bottom left corner to open Account Settings.
2. Select Branch Locations from the left navigation.
3. Click Add Location in the top right corner.
Note: You may already see one or more locations depending on your subscription.
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| 2.Enter Branch Details |
1. Fill in your branch details in the available fields.
2. Complete all fields marked with an asterisk (*) — these are required to save.
| 3.Set Up Branch Branding |
1. Scroll down to the Branch Branding section.
2. Upload your Primary Logo and Secondary Logo.
Tip: Logos uploaded here will automatically appear on all quotes, submittals, and O&M packages generated from this branch.
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| 4.Configure Submittal and O&M Templates |
1. Scroll down to Submittal Customization.
2. Toggle on or off the fields you want included in submittals by default.
3. Scroll further to O&M Package Templates and repeat the same process.
4. Click Save.
Note: These settings apply as defaults for all users in this branch. Individual users can still override toggle settings when creating their own documents.
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| 5. Invite Users to a Branch |
1. Navigate back to Branch Locations and select the branch you want to add users to.
2. Enter the user's email address in the invite field.
3. Select their permission level:
A. Admin — full account and settings access.
B. User — standard access for quoting and document workflows.
4. Select the branch location the user should be assigned to.
5. Send the invite.
| 6. Edit Existing User Details |
1. Go to Branch Locations and locate the user you want to update.
2. Hover over the user's row and click the three vertical dots (⋮).
3. Select Edit Details.
4. Update the user's permission level (Admin or User) and/or their branch location.
5. Save your changes.
Need help? Visit the Parspec Training Academy or use the in-app support chat.