How to Manually Add Users in RepSpark
Here's some guidance on how to manually add users in RepSpark, set up their profiles, and ensure they receive their account activation emails.
Overview
Manually adding users in RepSpark allows brand administrators to give new users access to their brand portal—whether they’re sales reps, buyers, or internal team members. Through the Manage Users tool, admins can create user records, assign roles, link ERP data, and send invites to activate accounts.
This guide walks you through the process of adding users, handling ERP-integrated profiles, and ensuring a smooth onboarding experience.
Step-by-Step Instructions:
1. Log into RepSpark
Start by logging into your RepSpark account using your admin credentials.
2. Navigate to the Manage Users Section
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Hover over the Admin tab in the top navigation bar.
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Click on Manage Users from the dropdown menu.
3. Add a New User
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In the Manage Users page, select the dropdown in the top-left corner.
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Choose Add User > Add Single User.
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Fill in the available information.
Required Fields:-
Name
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Email Address
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Once complete, click the green Add New User button at the bottom of the form.
4. Send Invite to the User
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Navigate to the Unapproved tab in the Manage Users section.
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Locate the user you just added (using the Search Bar or by scrolling).
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Click Send Invite to send the user an activation email.
5.🔹 Q: What if the customer’s data is already in my ERP?
If the user’s information already exists in your ERP system and has synced over to RepSpark:
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Click on the blue double-sided arrows icon to the far left of the user's row. This opens the user’s profile.
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Update any necessary Roles:
- Unhighlight Guest.
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Choose the appropriate role(s).
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Click Save Roles.
- Select Add New Profile .
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Enter the user’s Profile Information.
Required Fields Include:
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Customer Code
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Sales Person
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Store
⚠️ Note: When you select the Customer Code, all other necessary fields
should auto-populate.
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- Select the Save Icon
ℹ️ Automatic Profile Fill from Existing RepSpark Account
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If the user already has a RepSpark account, their General Information fields will auto-fill from their existing profile when you begin creating their profile.
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If the user does not have a RepSpark account, these fields will be blank. The user must:
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Use the invitation email you sent to create their account, or
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Go directly to app.repspark.com, create an account, and fill out their full profile manually.
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🔹 Q: What if fields don’t auto-populate after selecting a Customer Code?
If selecting the Customer Code does not auto-fill the other fields, this indicates an issue with the ERP integration. The customer's information may be missing in your ERP & will need to be resycn'd
🔹 Final Step: Account Activation
Once the invite is sent:
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The user will need to check their email and click the invitation link included in the message from RepSpark.
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This step is required for their account to become active within your brand’s portal.
🔸 What if a user requests access through the Community?
If a user requests access to your brand via the RepSpark Community:
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You do not need to send them an invite.
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Simply approve the request and proceed to create their profile as needed.
🔹 Need More Help?
If you experience issues or have questions not covered in this FAQ, please contact:
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📧 RepSpark Support at support@repspark.com
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Or use the Help Center Chat located in the bottom-right corner of your RepSpark dashboard.