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)
