Your relationship with your customer is important and an essential part of this relationship involves sharing information. Whether it’s via telephone conversations, mailed invoices, or emailed PDF files, you have information in common. Quantify was built from the ground up to give you the ability to more easily share this data - invoices, shipments, jobsite balances, and whatever other information you’d like. Doing this in real-time increases your customer’s efficiency, speeds up payment, and increases trust between your companies.

Quantify’s new Location-Based Security feature allows you to share data with your customers. You’ll need to install Quantify Mobile Tools on your server and give your customer instructions on how to install Quantify and the remote URL of your server.

To begin, click on the Customer tab. You will see the contacts associated with each customer. Contacts are managed through the customer record instead of the Users tab in order to separate customer contacts from your employees. To add a contact either double-click the customer or highlight the customer name and click the edit button on the toolbar above. On the customer dialog box you’ll see additional Add/Edit/Delete buttons for the contacts. There are two important things to note on the contact record. First, contacts can only have a role of ‘Customer’. Second, if you want the contact to be able to log in and view data, check the box that allows them to see the parent customer’s jobs.

 

Because you may have many different contacts for a customer as well as many different job sites, Quantify doesn’t blanket-assign a contact to all jobs for that customer. Instead, you assign individuals to the various locations that you want them to see. Assignment of customers to job sites is accomplished by selecting “Assign Customer Users to Job Sites and Job Site Groups” under Security on the Users tab.

Although similar to assigning individual users to job sites, the customer view of this dialog box filters by customer. Once a customer is selected, the tree view displays the job sites associated with the customer and also filters the user list to display only the related contacts. Simply select the customer contact from the User list and then check the boxes next to the job sites that they belong to. Shown below is a screen grab of what Quantify looks like when the customer is logged in. The customer will not see tabs that they do not have access to, such as Customers, Vendors, and Users. The customer will see only invoices and shipments for job sites they are assigned to.

 

Contacts also see a different tree view of your organization. The main parent node is their company name and the underlying job sites are the ones they belong to. By default they also see the shipments, invoices, and various pivots and reports, plus the ability to map the locations in Google Earth and view product history. All of the permissions for a customer are customizable.

Posted in: Quantify  Tags: customers, contacts, security, invoices, delivery, return transfer

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The control of roles and permissions is a necessary and important feature, but it’s often not enough for larger organizations that have offices in multiple locations around the globe. Larger companies need to specify that a certain user (the individual person) can do what their role says they can do, but only in a specific location. For example, you may have billing personnel in two different branch offices that can create invoices for their location, but not each other’s location.

In Quantify this feature is referred to as ‘location-based’ security and is turned on by checking a box in Global Options. Not all roles have the ability to modify these lists.

Multi-Assigning Users to Jobs

When location-based security is on, the people that have location-based roles are prevented from performing tasks in locations that they’re not assigned to. To assign users to their locations, go to the Users tab, click on the Security dropdown button and click the “Assign Users” menu item. This will display the location tree view with checkboxes next to the job sites. Simply select the person (user) and then check the boxes next to the jobs they’re assigned to. Not all roles are location-based. Administrators can do everything. And, there is a ‘corporate manager’ role that is bound by permissions but not location. Job Site Security

The list of people assigned to a job site can be viewed on the job site’s Security tab. To change the assignments you can use the ‘multi-assign’ function above or you can edit the job site. On the job site’s Security tab, click the Change button and check or uncheck the boxes next to the people that need access to the job.

Branch Office Security

Branch offices and laydown yards have 4 lists.

Assigned To List

The ‘Assigned To’ list allows these users to perform many tasks. To see what tasks these include, click on the hyperlink above the list to display a summary:

Controlling branch-to-branch transfers

The ‘Can Ship From’ and ‘Can Ship To’ lists allow you to control who can ship and receive equipment in various locations. These lists are present because typically only a few people at a branch office are responsible for materials that flow in and out of the branch. When a branch to branch transfer occurs in a shipment, the From and To locations are filtered based on these lists.

Default for Job Lists

Oftentimes a branch office has the same employees assigned to all job sites. The 'default for job' list automatically assigns these people to newly-created jobsites. This eliminates the need for a location manager to have interaction with each new jobsite, since not all users can modify the permission lists.

Viewing Location Assignments

To view the people assigned to the various locations there are several reports available on the Users tab’s Reports dropdown menu. When an individual is logged in they can see their locations using the ‘My Locations’ report (which is disabled for the Administrator, since the Administrator can access all locations).

(click image below for larger view)

Posted in: Quantify  Tags: branch office, jobsite, permissions, roles, security, location

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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.

Quantify is easily used with hundredsof concurrent users at no extra cost.

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.

Posted in: Quantify  Tags: security, roles, permissions, customizable

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