Team Management

Manage your team members, billing, and provider relationships.

Team Structure

Spark CRM uses a team-based structure:

Team (Account)
├── Team Owner (the user recorded in teams.user_id)
├── Team Members
│   ├── Account Admin
│   ├── Account Manager
│   ├── Customer Support Level 2
│   ├── Customer Support Level 1
│   └── Affiliate
├── Connected Providers
│   ├── Customer Service
│   └── Affiliate
└── Billing & Subscription

Team Members

Navigation: User Icon (top right) > Team Members (direct URL: /team/manage)

Roles

Each role carries a fixed permission set defined by the platform; permissions cannot be adjusted per member.

The team owner (the user in teams.user_id) is separate from these roles and always has full control, including billing.

Inviting Team Members

1. Click the user icon (top right) and choose Team Members
2. Click Add User
3. Enter email address
4. Select role
5. If you selected the Affiliate role, choose which affiliate IDs this member may see in their reports (this is the only per-member setting — every other permission comes from the role)
6. Click Send Invitation

Role Permissions

A member’s access is determined entirely by the role you assign — there are no per-member permission switches. The abilities below come bundled with specific roles:

For the Affiliate role only, you additionally choose which affiliate IDs the member may see in their reports.

Removing Team Members

1. Find the member in the list
2. Click Remove or … menu
3. Confirm removal

Billing

Navigation: Account (top right) >> Billing

Plan Details

View your current subscription:

• Plan name and features
• Monthly fee
• Service fees
• Usage-based charges

Payment Methods

Manage payment methods for your subscription:

1. Go to Billing
2. Click Payment Methods > Update
3. Enter the card number, expiration and CVC, then click Save Payment Method

Invoices

View and download invoices:

1. Go to Billing
2. Scroll to Invoice History
3. Use the row actions: click the download icon to save the invoice PDF, or the retry icon to re-attempt payment on a pending or failed invoice

Usage & Charges

Track service usage:

• Validation services (per verification)
• Email AI (per ticket)
• Tracking (per shipment)
• Transaction fees

Providers

Navigation: User Icon (top right) > Manage Providers

Providers are third-party teams that can access your account for specific services.

Provider Types

Connecting a Provider

1. Click the user icon (top right) and choose Manage Providers
2. Find the provider in the Available Providers table
3. Click Connect Provider, review the summary of what that provider type will be able to do, then click Grant Access
4. After connecting, open the provider’s … menu and choose Configure Permissions (Customer Service providers only) to set Outbound Sales Provider, Custom AffID, Can Set Webhooks, Can Create Campaigns and Can Create Coupons. Affiliate providers get Manage Affiliates instead.

You can only connect provider teams that already exist and are active on the platform — there is no invitation flow and no way to enter provider details yourself. The provider’s type is a property of that provider team and is shown as a badge on the row; you do not choose it.

Provider Permissions

The Configure Permissions modal applies to Customer Service providers and offers these settings:

Order visibility for a Customer Service provider follows that provider user’s own role (Provider Admin / Customer Support Level 1 / Level 2) and cannot be toggled per connection. The same is true of manual order creation.

Reports are not a per-provider permission either. A Customer Service provider gets reports only once Outbound Sales Provider is enabled, and even then only for the provider’s team owner and Provider Admins.

Managing Providers

• Activate/Deactivate: Toggle provider access
• Configure Permissions: Adjust the settings above for an active Customer Service provider
• Remove Provider: Disconnect provider

Notifications

Navigation: Settings (sidebar) > Notifications

Configure team notification preferences:

Notification Settings

• Email, SMS or Slack notifications for operational events — gateway and orchestrator capacity, gateway/webhook/email-inbox auto-disable, manual gateway deactivation, consecutive declines, SMTP failures, fulfillment failures and disabled fulfillment providers, delayed shipments, QA review required, unresolved disputes, and AI support-ticket escalations
• Alert thresholds
• Recipient management

See Notifications Settings for details.

Team Switcher

If you belong to multiple teams:

1. Click your team name in the bottom left
2. Select a different team
3. Dashboard updates to show that team’s data

Best Practices

Team Management

• Invite team members with appropriate roles
• Assign the least-privileged role that still lets a member do their job
• Review team access regularly
• Remove inactive members promptly

Billing

• Keep payment method current
• Monitor usage charges
• Review invoices monthly
• Address failed payments quickly

Providers

• Only connect trusted providers
• Limit permissions appropriately
• Review provider activity
• Disconnect unused providers

Troubleshooting

Can’t Invite Member

Check:

• You have permission to invite (team owner or Account Admin)
• The email is valid and passes screening, and is not already invited or already on the team
• The person is not a member of a provider team — connect them through Manage Providers instead

(There is no team member limit.)

Payment Failed

Solution:

1. Update payment method
2. Retry billing
3. Contact support if persists

Provider Access Issues

Check:

• Provider is activated
• Permissions are configured
• Provider account is active

Related Topics

• Settings - Account configuration
• Provider Portals - Provider-specific features