---
title: "Creating a Customer Contact/User"
slug: "creating-a-customer-contactuser"
updated: 2026-08-11T09:40:18Z
published: 2026-08-11T09:40:18Z
canonical: "docs.avontus.com/creating-a-customer-contactuser"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.avontus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a Customer Contact/User

You create and manage Customer Users through the **Customers** tab.

To set up a Customer User:

1. Click the **Customer** tab.
2. Click the appropriate Customer, then click the **Edit** button ( ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/450186fa-65a9-4e02-8a67-e329aaaea562.png)).

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/creating%20customer.gif)

> **Note: You can also double-click the customer**

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-JEJ3OTG8.png)

The *Customer* dialog appears.
3. Click the top **Add** button ( ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/868022a5-6f35-4f3c-abfd-e62e9a86d80c.png)).

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-RFET3JF6.png)

The *User* dialog appears. Use it to enter customer contact information. Required fields for Customer Contact include: **First**, **Last**, **Username** and **Password**. Other fields are optional.

> **Note:** The **Role** dropdown defaults to **Customer** and is the only role available for customer contacts. **Note:** The **Active – Allow this user to log in and view items assigned to the customer that they belong to** checkbox is checked by default. This checkbox must be checked in order for the customer to log in to Quantify.
4. Click in the **First** text field and enter the customer's first name.
5. Click in the **Last** text field and enter the customer's last name.
6. Click in the **Username** text field and enter the customer's user name.
7. Click in the **Password** text field and enter the customer's password.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-1694703211041.png)
8. Click **OK** when you are done.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-K15KCPZA.png)

The *Customer* dialog returns.
9. As necessary, repeat the above steps.
10. When the *Customer* dialog returns, click **OK**.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-5UACF0FM.png)

Quantify adds the Customer User to the Customer entry.