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.
By Tom and 3 others4 authors9 articles
- 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.