How do I setup a user in the system?

Users are normally company team members who you want to have access to your SprkHQ system. Anybody that you expect to work on your proposals, project, or invoicing will need a user account.

Go to System->Users

Click on the upper right-hand corner - "Add User" button. It is the blue "+"

It will bring up a screen asking for the user's details.

Create a username and password.

Set the "User Group" that establishes what level of access they have.

Then fill out the remaining information including First name, Last name, Email, etc.

Set their status to "Enabled" to make them active.

After you have filled out the information click on save in the upper right-hand corner.

If somebody leaves, you can change their status to "disabled" to remove their access. Disabled users are not deleted because other data for reporting and historical information may be attached to them. When disabled nothing works, but their information remains. Also, within your license pool you are not charged for "Disabled" customers. They do not count against your number of licenses.