Once your SPS administrator has provided you with a login name, you must access the SPS and change your password. Your initial password is the lower-case word "password". Consult your SPS administrator regarding any password guidelines such as minimum length restrictions or password reset intervals.

Group creation provides the classification structure in which users can be placed, including the ability to provide users of a group SPS application permissions. Groups can be structured in a tree-like fashion with a permissional hierarchy from top to bottom. Groups must be created in order to add users to the system. Additionally, attributes can be created for a Group using the Attribute Builder - Groups application (found under the Users tab).

Users are created and placed in Groups using the "Users" option from the select box. Users may have more or less permissions than their Group, although Users inherit the permissions of the Group by default. Once a User has been created, the "Users" option from the select box allows an administrator to reset or invalidate the User’s password and assign multiple mail aliases so that email from different sources can be placed in the User’s mailbox.

In order to add comments to a contact record in the Contact Manager, you must have at least ONE category defined in which to house the comment. To better organize comments about your relationships, various comment categories can be created, in a tree-like fashion.

The SPS is pre-configured with three contact categories - customers, employees, and vendors. If you wish to add to, edit, or delete these categories, you may do so using the "Contact Categories" option from the select box. Contact categories should be used to restrict the amount of data found in each category - thus ensuring that your applications will perform optimally since less data must be retrieved and displayed in the browser.

In order to expand the standard data capture screens of the Contact Manager, you can define custom database fields using the Attribtue Builder - Contacts application. The creation of these custom fields results in a dynamic user-interface used to capture information under the Attributes tab of the Contact Manager. Additionally, any attribute created for a contact category will be available as a report column in the Report Definitions utility, thus allowing the reporting of the database fields created.

To create attributes for contacts, click on the Attribute Builder - Contacts application from the Contacts tab. You will receive a pop-up listing the available contact categories (see section III above). Once a category has been chosen, all attributes defined will only appear in the Attributes tab of the Contact Manager for a contact which is in the chosen category.

As the primary user interface of the SPS relationship management suite of applications, the Contact Manager provides a multitude of information about company contacts including addresses, attributes (company defined databases), ticket histories, and user comments.

Contacts may be organized into hierarchical trees using parent-child relationships in order to better represent an individual’s relationship to his company. In this manner, common data such as shipping addresses and toll-free numbers may be shared without the need for data re-entry.

Link a specified set of actions to Electronic Business Forms in order to track and automate many of the tasks for which a form is being completed. Approval chains may be defined and issues may be escalated based on user responses or expiration of time. This "help desk" functionality provides all notification and resolution application applications via email links using the Same Page Mail Server™.

SPS provides a calendar application that allows users to share a common public calendar while retaining a private schedule. Additionally, the SPS calendar application provides users the ability to automatically distribute email notices about scheduled events by inviting or notifying system users of events. In order to assist in the scheduling of public events, each system user’s availability may be viewed in order to minimize scheduling conflicts.