Customizable Security for Roles and Permissions

Quantify places no limits on how many employees can access your data and we don’t charge per user. That’s because we know that many different people in your company may be involved in managing your equipment.  Everyone that needs to can log in to Quantify and get the information they need. This includes allowing your customers to log in and see their jobs, invoices, and other details, if you wish. Quantify gives you the power to control what access to data users have.

Most businesses have different employees that are responsible for different tasks. In Quantify these tasks and areas of responsibilities are tied to specific software features. For example, a billing clerk needs to create invoices, and a salesperson needs to be able to create estimates. Each of these employees is assigned a role and this role dictates what the person can and cannot do. Roles are set on the user dialog box in the role dropdown list as highlighted below. You can change the role for any of your users at any time. The next time they log in the new role will take affect.

There are 8 roles in Quantify - those shown below plus the Administrator role, which has no limitations. With the exception of the Administrator role, each of these can be renamed. Additional roles can be created, if needed.

Modifying permissions to match the tasks that your employees perform is simple. Log in as administrator and from the Users tab select the Security dropdown menu (shown at the top of this article), then select the Edit Permissions menu item. From here you will see the list of roles:

Either double click on the role you want to change or highlight it and click the Edit button above the list. You’re now presented with a tree view of permissions, which are organized by functional area. The permissions include access to reports, pivots, and actions that modify data. There are essentially three types of permissions: 1. Invisible– If the view item is unchecked then the role won’t be allowed to see this feature. For example, if the View Estimates item is unchecked then the entire Estimates tab and all related controls will be invisible when that user logs in. 2. Visible, not enabled – If the view checkbox is checked but the Add/Edit items are unchecked then the user will be able to see the items but won’t be able to create or edit them. Note that there are property levels that will be further nested. 3. Visible and enabled – This permission essentially allows full access without limitation, unless there are further items under the tree that can be modified.

There are also per-property permissions. Above you can see that the role can modify the rate profiles but cannot change the job cost.