Admin Module
By Ni and 1 other2 authors11 articles
Admin 101
Set Up Locations, Invite Users, Upload Customers, Select Company Manufacturers
Create Branch Locations & Invite UsersAs an admin learn how to setup your branch details such as your Company's logo, info, and address. Also learn how to invite and manage users
Link Manufacturer Name & Abbreviation & ERP IDAdd manufacturing partners your organization uses and any associated abbreviations to increase datasheet accuracy.
Upload Customers into Contact ManagementAs an Admin, learn how to mass upload company and customer contacts into Parspec so information can populate when creating a Quote, Submittal, or O&M. Users can also create new…
Account CreationLearn how to set up your Parspec Account.
Customize Submittal and O&M TemplatesCreate default templates for your team to ensure consistency in generating Submittals, and O&M packages
Vertical SegmentsLearn more on how to set up vertical segments to your accoun and how that can impact manufacturer support and datasheet search.
How to Use Advanced Permission SettingsAs an Admin, easily customize what each user role can access—all within User Management!
Admin 201
Pricing Guide
Parspec Pricing GuideLearn all about our subscription model and pick the solution that's right for your team!
Plan and PaymentAs an admin, learn how to make a payment or update the subscription tier directly through the Parspec app.
Reporting Dashboard - BETA ReleaseParspec is thrilled to introduce the new Reporting module, currently available in a Beta release.
Custom Quote TemplatesQuoting users can select from custom templates when generating quotes meaning faster, more consistent deliverables with less manual editing.