Sparkrock 365 User Administration

The following lessons include information about Sparkrock 365 user administration for IT administrators, managers, and controllers.

Lesson 1: Demystifying Users and Permissions


4 minutes
Provides an introduction to users and permissions in Sparkrock 365.
Related Sparkrock 365 Help link:

Lesson 2: Add a User in the Microsoft 365 admin center, Assign a License, and then Synchronize the User to Sparkrock 365


4 minutes
Topics include:
  • Add a User in the Microsoft 365 admin center
  • Assign a License
  • Synchronize Microsoft 365 admin center Users to Sparkrock 365

Lesson 3: Roles and Permissions


15 minutes
Topics include:
  • New User Configuration
  • License Types
  • User Groups and Permission Sets
  • Permission Matrix
  • Sparkrock 365 Profiles
  • mySparkrock Profiles

Related Sparkrock 365 Help links:

Lesson 4: Determining Roles and User Groups


6 minutes
Topics include:
  • Identifying roles
  • Use Permission Matrix
  • How granular should you get?

Related Sparkrock 365 Help link:

Lesson 5: Creating User Groups and Permission Sets


5 minutes
Topics include:
  • Create a User Group
  • Assign Permission to a User Group
  • Default Permissions
  • View Permissions for a Permission Set
  • Recording Permissions

Related Sparkrock 365 Help link:

Lesson 6: Consolidate Permission Sets


5 minutes
Topics include:
  • Structure Permissions
  • Create Consolidated Permissions and User Groups

Lesson 7: Giving Permissions to a User


6 minutes
Topics include:
  • Granting Permissions
  • Limiting By Company
  • Security Filters
  • Permission Troubleshooting
  • Permission-Related Settings

Related Sparkrock 365 Help link:

Lesson 8: Exclude Functionality with Permission Sets


4 minutes
Learn how to exclude functionality with permission sets.

Lesson 9: Security Filters


4 minutes
Topics include:
  • Create Security Filters
  • Apply Security Filters

See Also

User Administration Learning Modules

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