Create a mySparkrock User

For each employee who is to use mySparkrock, you must create a mySparkrock user account. For manager and full users, in addition to a mySparkrock user account, a Sparkrock 365 account is required.

The creation of a mySparkrock user account is a two part process. First, on the mySparkrock User Card page, you set up the high level details that apply across all companies to which the user is to have access. Next, for each individual company, on the respective mySparkrock User Setup Card page, you must set up the user details that apply to that individual company. The details that are defined on the mySparkrock User Setup Card page are specific to the company that appears on the My Settings page, in the Company field.

Create a mySparkrock user card

A mySparkrock user can be created from the mySparkrock Users page or the Users page.

To create a mySparkrock user card from the mySparkrock Users pages

  1. Choose Lightbulb that opens the Tell Me feature., enter mysparkrock users, and then choose the related link.

    The mySparkrock Users page opens.

  2. On the action bar, choose New.

    The mySparkrock User Card page opens.

  3. In Authentication Email, specify the email address of the user who you want to create.

    If users are required to specify credentials when starting mySparkrock, this is the ID that they must specify.

  4. In User Name, specify the user name of the user.

    On transactions, this name is automatically populated in User ID.

  5. In First Name, Middle Name, and Last Name, specify the name of the user.

  6. In Contact Email, specify the email address to use when automated email messages are sent.

    The default value for this field is the value that is specified in Authentication Email.

  7. To restrict access to a specific date range, in Allow Access From and Allow Access To, specify the applicable dates.

    The Allow Access From and Allow Access To settings on the mySparkrock User Setup Card page take precedence over the Allow Access From and Allow Access To settings on the mySparkrock User Card page. If the values on the mySparkrock User Setup Card are blank, the settings on the mySparkrock User Card page are used.

  8. On the Companies FastTab, for each company to which the user requires access, perform the following steps:

    1. In Company Name, specify the name of the company to which this user can have access.
    2. In Setup Status, select the Not Completed link.
      The mySparkrock User Setup Card page opens.
    3. In User Profile Code, specify the user profile that you want to link to this user.
    4. In Employee No., specify the employee number that you want to link to this user.
      Typically, this step is only performed when the HR Management extension is used.
    5. To close the mySparkrock User Setup Card page and return to the mySparkrock User Card page, choose Close.
      The value of the Setup Status field changes to Completed.
    6. To specify that this is the current company for which you are signed in, select the Current Company checkbox.

To create a mySparkrock user card from the Users page

  1. Choose Lightbulb that opens the Tell Me feature., enter users, and then choose the related link.

    The Users page opens.

  2. Select the user for which you to create a mySparkrock user, and then on the action bar, choose Actions > Functions > Create > mySparkrock User Setup.

    A dialog box appears and you are asked to select the company for which you want to create a mySparkrock user setup.

  3. Select one of the following options, and then choose OK:

    • Current Company

    • All mySparkrock Company

    A dialog box appears and displays the following text:

    The mySparkrock User Setup record has been created.

  4. To close the dialog box, choose OK.

  5. Choose Lightbulb that opens the Tell Me feature., enter mysparkrock users, and then choose the related link.

    The mySparkrock Users page opens.

  6. Select the mySparkrock user that you just created, and then on the action bar, choose View.

    The mySparkrock User Card page opens.

  7. In Authentication Email, specify the email address of the user who you want to create.

    If users are required to specify credentials when starting mySparkrock, this is the ID that they must specify.

  8. In User Name, specify the user name of the user.

    On transactions, this name is automatically populated in User ID.

  9. In First Name, Middle Name, and Last Name, specify the name of the user.

  10. In Contact Email, specify the email address to use when automated email messages are sent.

    The default value for this field is the value that is specified in Authentication Email.

  11. To restrict access to a specific date range, in Allow Access From and Allow Access To, specify the applicable dates.

    The Allow Access From and Allow Access To settings on the mySparkrock User Setup Card page take precedence over the Allow Access From and Allow Access To settings on the mySparkrock User Card page. If the values on the mySparkrock User Setup Card are blank, the settings on the mySparkrock User Card page are used.

  12. On the Companies FastTab, for each company to which the user requires access, perform the following steps:

    1. In Company Name, specify the name of the company to which this user can have access.
    2. In Setup Status, select the Not Completed link.
      The mySparkrock User Setup Card page opens.
    3. In User Profile Code, specify the user profile that you want to link to this user.
    4. In Employee No., specify the employee number that you want to link to this user.
      Typically, this step is only performed when the HR Management extension is used.
    5. To close the mySparkrock User Setup Card page and return to the mySparkrock User Card page, choose Close.
      The value of the Setup Status field changes to Completed.
    6. To specify that this is the current company for which you are signed in, select the Current Company checkbox.

Create or complete the configuration of a mySparkrock user setup record

After a mySparkrock user is created, the configuration of a mySparkrock user setup record must be completed for each individual company to which the user is to have access.

To create or complete the configuration of a mySparkrock user setup record

  1. Choose Lightbulb that opens the Tell Me feature., enter mysparkrock user setups, and then choose the related link.

    The mySparkrock User Setups page opens.

  2. Search for the user for which you want to complete the configuration of a mySparkrock user setup record, and then perform one of the following steps:

    • If no user record is found, on the action bar, choose New.

    • If a user is found, select the record, and then on the action bar, choose View.

    The mySparkrock User Setup Card page opens.

  3. On the Dimensions and Defaults FastTabs, specify the default dimensions to be used when a document is created.

    These defaults are only applicable to the Finance and Procurement extension.

  4. On the Security Filters FastTab, apply security filters as required.

    These filters are only applicable to the Finance and Procurement extension.

  5. Specify values for other fields as required.

Mass create users

The following methods can be used to mass create users:

  • Copy and paste from Excel to Sparkrock 365

  • Edit in Excel

To create users using copy and paste

  1. In Excel, create a list of mySparkrock users to add to Sparkrock 365.

    The following list of fields are required to create the user:

    • User Name
    • Authentication Email
    • First Name
    • Last Name
    • Internal User ID
      Internal User ID is only required when the mySparkrock user is also a Sparkrock 365 user.

  2. In Sparkrock 365, choose Lightbulb that opens the Tell Me feature., enter mysparkrock users, and then choose the related link.

    The mySparkrock Users page opens.

  3. Ensure that the columns on the page are in the same order as Excel.

    To reorder, show, or hide fields you can use the personalization feature. For more information, see Personalize Your Workspace.

  4. On the action bar, choose Edit List, and then select the empty row at the end of the list.

  5. Copy and paste the data from Excel to the mySparkrock Users page.

    A Working on it... message may appear for large lists until the process is complete.

To create users using Edit in Excel

  1. In Excel, create a list of the mySparkrock users that you want to add to Sparkrock 365.

    The following list of fields are required to create the user:

    • User Name
    • Authentication Email
    • First Name
    • Last Name
    • Internal User ID
      Internal User ID is only required when the mySparkrock user is also a Sparkrock 365 user.

  2. In Sparkrock 365, choose Lightbulb that opens the Tell Me feature., enter mysparkrock users, and then choose the related link.

    The mySparkrock Users page opens.

  3. On the action bar, choose Share this page with other users or apps., and then choose Edit in Excel.

    A mySparkrock Users.xlsx file opens.

    For more information about sharing a page with Excel, see Viewing and Editing in Excel From Business Central.

  4. Ensure that the columns in the mySparkrock Users.xlsx file are in the same order as the columns in the Excel file that includes the mySparkrock Users you want to add.

  5. Copy the data from the Excel file that includes the mySparkrock Users you want to add, and then paste the data into the mySparkrock Users.xlsx file.

  6. To create the mySparkrock users, in the Excel Add-In pane, choose Publish.

    The mySparkrock users are added from Excel into Sparkrock 365.

See also

Set Up mySparkrock

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