Provide access to your Spark account with various levels of permissions.
Who’s it For?
If you have administrative assistants or team members that are in your agency, the User Management feature can allow for you to give access and platform views to whoever you’d like. Agency Principals can get access to their downline agents’ platforms to view information on their book of business, too.
Adding a User
To add a user to the Spark platform:
Navigate to Back office.
Under User management, click on Manage users.
Enter the user’s first name, last name, and email address.
Select the permissions you want to give the user, then click Add platform user at the bottom of the screen.
Confirm the user’s status changes to Invitation Sent (the invite has been sent).
The invitee receives an email invitation from Spark. If the invitee is new to Spark, they create a password and select I agree.
The invitee then sees a confirmation that their account is under review.
In User Management, the user’s status updates to Invitation Accepted. Click Confirm to grant them access to your platform.
Verify the user’s status updates to Active.
The user receives an email confirming their access has been activated and can log in. Once logged in, they can use Spark based on the permissions you assigned.
You can also view these steps in more detail by viewing the following walkthrough:
Managing Permissions
If you want to change the permissions for a user you’ve invited or revoke access, you can do so directly in the Manage Users settings. With this view, you’ll be able to keep track of the current status of everyone you’ve invited, their permissions, as well as make any quick changes.
Please note: If you’ve invited a user but you need to edit their information, such as their name or email, please reach out to [email protected].
Editing Permissions for a User
If you want to change the permissions for a user:
Locate the user whose permissions you want to change.
Click the three dots on the far right.
Select Edit.
Update the user’s permissions as needed.
Add any additional views or remove existing ones.
Click Edit platform user to save the changes.
Revoking User Access
To revoke a user’s access, click the three dots on the far right of their name and select Revoke.
This will change the user's status from Active to Revoked.
To restore their access, click on the three dots and select Confirm, and their status will change back to Active.
You can also view directions for editing and revoking permissions in the following walkthrough:
Understanding the Status
Each user that you invite to your platform will have a status for their platform access
Active - Your user has been fully activated and has access to your platform. They can now successfully log into Spark and view the platform based on the permissions you’ve given them.
Invitation Sent - You’ve successfully sent the invitation to your user and are now waiting for them to view it, accept, and create a login if they don’t already have one.
Invitation Accepted - The user has now accepted the invitation and is waiting for you to Confirm and activate their access.
Revoked - You have fully removed the user from viewing your platform, and they can no longer have access to the permissions you previously gave them. You can revoke their access at any time and give it back to them.
Understanding the Permissions
Agency Permissions
Dashboards - Dashboard Tab
Agents - View of all downline agents, their contact info, onboarding status, RTS for carriers, number of submitted applications, and their last time they were active in the platform
Carrier Contracts - Access to all downline statuses with their respective carrier contracts
Production - A list of your agents and all their submitted applications. This includes the carrier for the application, the plan name, as well as the status and client information.
Finances - Co-op views, override information, and Softr links
Settings & User Management - Settings and access to manage users through the User Management feature
Agent Permissions
Sales & Support - Contacts, Client Support, Activity, Providers, and Finance views
Marketing - Marketing Materials, Marketing Profile, Sources, and Programs
Dashboards - Dashboard Tab
Production - Production dashboard
Carrier Contracts - Carrier Contracts Tab
Contract requests - Allows users to request for carrier contracts and includes signing authority.
Client retention & engagement settings - Client retention program settings.
Access to download book data - manage contact data in your account. Permissions include exporting data to a CSV file and setting up webhooks and Zapier integrations.
Changing Views and Platforms
If you have an administrative assistant with access to multiple platforms or you’re an AP with access to other agent platforms, you’re able to change your view directly in the platform. You can easily swap between platforms and keep track of all the necessary data you’re given permission to see.
