Logo
    Contact us
    [ARCHIVED] Spark Help Center (VISIT https://help.sparkadvisors.com/en/)
    [ARCHIVED] Spark Help Center (VISIT https://help.sparkadvisors.com/en/)
    User Management

    User Management

    Getting started

    About SparkAbout SparkAEP 2026AEP 2026Onboard to our platformOnboard to our platformLa Plataforma en EspañolLa Plataforma en EspañolSpark Support TeamsSpark Support Teams

    The Spark platform

    Platform FeaturesPlatform FeaturesQuote & EnrollQuote & EnrollMarketingMarketingClient ServicesClient ServicesClient RetentionClient RetentionRecord Your CallsRecord Your CallsPlatform ChangelogPlatform Changelog

    Back office

    Finance & CommissionsFinance & CommissionsContractingContractingComplianceCompliance

    Carrier Resources

    Contacts & EventsContacts & EventsPlans & InsightsPlans & InsightsAdditional MaterialsAdditional Materials

    Training

    Agent TrainingAgent TrainingLive trainingsLive trainings
    Provide access to your Spark account with various levels of permissions.
    image

    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.

    Getting Started

    User Setup Walkthrough

    Once you’ve invited a user to have specific permissions to view your platform, they’ll receive an email to get started

    Editing User Management Permissions

    If you want to change the permissions for a user that you’ve invited, or you want to revoke access, you can do so directly in the Manage Users settings as well. 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 like their name or email, please reach out to support@sparkadvisors.com.

    Understanding the Status

    Each user that you invite to your platform will have a status for their platform access

    Active - You have fully activated your user to have 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 on them to view the invite, 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 and give them their access back at any time.

    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

    ← Previous

    Platform features

    Next →

    Quote & enroll

    • Who’s it For?
    • Getting Started
    • User Setup Walkthrough
    • Editing User Management Permissions
    • Understanding the Status
    • Changing Views and Platforms
    Logo

    support@sparkadvisors.com