Administration: Account Management & Setup

Guides for admins covering manufacturers, users, branches, integrations, and account-level settings.

By Tom and 2 others3 authors15 articles

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 SetupSet 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._{8 articles}

Manufacturer ConfigurationConfigure manufacturer settings used throughout Parspec. Learn how to map manufacturer names and ERP IDs and organize manufacturers with vertical segments._{2 articles}

Customize TemplatesCustomize the documents your organization generates. Learn how to create and manage quote, submittal, and O&M templates to standardize your customer-facing documents._{2 articles}

Billing & ReportingManage your organization's Parspec subscription. Learn how pricing works, review your plan, and manage your billing and payment information._{3 articles}