Account Management and Setup
Everything you need to configure and manage your Parspec account. Learn how to set up your account, manage users and customers, configure templates and manufacturers, and review billing, reporting, and other administrative settings.
Getting Started with Account Setup
Set up and configure your Parspec account. Learn how to create your account, manage permissions, configure SSO and MFA, integrate Microsoft email, upload customers into Contact Management, and manage inventory pricing.
- Account CreationLearn how to set up your Parspec Account.
- How to Create Branch Locations and Invite UsersLearn how to set up branch locations, customize branding and templates, and invite or manage users in your Parspec account.
- How to Create and Manage Permission SetsLearn how to create and manage custom permission sets in Parspec to control what users can view, edit, and delete at the tab level across every project.
- How to Upload Customers into Contact ManagementLearn how to bulk import companies and contacts into Parspec Contact Management using the downloadable spreadsheet template.
- How to Import Inventory PricingLearn how to import inventory pricing into Parspec — using the recommended template or your own export — so in-stock product data is ready to pull into quotes.
- Secure your Account with SSO or MFA
- SSO and Email Integration with Microsoft: IT DocumentationThis guide provides detailed instructions for configuring Single Sign-On (SSO) and email integration for Parspec using Microsoft’s Entra Admin Center. This document will help IT administrators manage user consent, ensure…
- How to Create an API KeyLearn how to request API access and generate an API key from your Parspec account settings.
- Configuring Workflow StatusesAdmins can customize the statuses used for both Opportunity Stages and Product Submittal Status across their organization.
Manufacturer Configuration
Configure manufacturer settings used throughout Parspec. Learn how to map manufacturer names and ERP IDs and organize manufacturers with vertical segments.
- How to Link Manufacturer Name, Abbreviation and ERP IDLearn how to add manufacturers from the Parspec catalog, link abbreviations and ERP IDs, and import a manufacturer list to improve product matching accuracy.
- Vertical SegmentsLearn how vertical segments work in Parspec and how they affect your datasheet search, product finder, and manufacturer dashboard.
Customize Templates
Customize the documents your organization generates. Learn how to create and manage quote, submittal, and O&M templates to standardize your customer-facing documents.
- How to Create Custom Quote TemplatesLearn how to build and apply custom quote templates in Parspec to standardize and speed up your quoting workflow.
- How to Customize Submittal and O&M TemplatesLearn how to set default submittal and O&M package templates at the branch level to ensure consistent document formatting across your team.
Billing & Reporting
Manage your organization's Parspec subscription. Learn how pricing works, review your plan, and manage your billing and payment information.
- How to Review Your Plan and PaymentLearn how to view your subscription plan, update your tier, and manage payment information as a Parspec admin.
- How to Utilize the Reporting Dashboard (Beta mode)Learn about Parspec's Beta Reporting module — what metrics it tracks and how admin users can request access.
- Parspec Pricing GuideParspec uses a usage-based subscription model built around Platform Credits — giving you unlimited users while only paying for what your team actually uses.