---
title: "Setting Up a Customer Company"
slug: "setting-up-a-customer-company"
updated: 2026-08-11T09:40:28Z
published: 2026-08-11T09:40:28Z
canonical: "docs.avontus.com/setting-up-a-customer-company"
---

> ## 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.

# Setting Up a Customer Company

You create and manage Customer companies on Quantify's **Customers** tab.

To set up a Customer Company:

1. Click the **Customer** tab, then click the **Add** button ( ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/9ea60c6f-3e27-4d3a-b36d-33bcedfaafdc.png)).

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

The *Customer* dialog appears.
2. Click in the **Customer Name** text field and enter the name of the new customer. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-OAHU9T31.png)
3. To add a **Customer User**, click the top **Add** button ( ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/84eb39e0-226d-4259-9558-36bfc6da3f72.png)). ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-O92PNC0O.png)

The *User* dialog appears. Use it to enter user's contact information. Required fields for a Customer User 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-A3EUX5J9.png)
8. Click **OK** when you are done.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-G3VN32N3.png)

The *Customer* dialog returns. Customer Users that have been added to this Customer appear within the **Customer User** grid. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-8IPK7OVZ.png)
9. Click **OK** when ready. Quantify adds the Customer along with the Customer Users.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-U7WWAYT3.png)