Admin 101
Set Up Locations, Invite Users, Upload Customers, Select Company Manufacturers
Create Branch Locations & Invite UsersAs an administrator learn how to setup your Location details such as your Company's logo, icon, info, and address. After location setup, 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 Quote, Submittal and O&M TemplatesCreate default templates for your team to ensure consistency in generating Quotes, 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.