--- title: "Step 2: Preparing for Conversion" slug: "step-2-preparing-for-conversion" updated: 2025-03-03T14:40:44Z published: 2025-08-01T11:00:26Z canonical: "docs.avontus.com/step-2-preparing-for-conversion" --- > ## 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. # Step 2: Preparing for Conversion After reviewing the existing data in your database, you should complete a few important preparation steps before starting the conversion process. ## Backing Up the Database Create a backup of the database. This will ensure you have a copy of the data that can be restored if needed. For these procedures, refer to the *Using Quantify's Database (DB) Tools to Back Up a Database* section of [*Using Quantify's Database (DB) Tools*](/v1/docs/using-quantifys-database-db-tools). ## Turning Off Notifications If you are using Notifications, you must disable them before performing [*Convert a Scaffold Job Site to Billable*](/v1/docs/step-3-converting-the-scaffold-job-site-to-billable)*,* due to the large amount of data that this process creates. This is required to prevent the server from having to process a backlog of notifications. If you do not complete this step, you will receive a warning when attempting to convert a Scaffold Job Site and the conversion will not proceed. To turn off notifications: 1. Click the **Tools** menu and select **Global Options**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-VRUTB7EB.png) The *Global Options* dialog appears. 2. Click the **Notifications** tab. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-NC8PJORJ.png) 3. If required, click the **Store Notifications for Review** checkbox (to remove its check). 4. If required, Click the **Enable Email for Notifications and Other Features** checkbox (to remove its check). ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-5L6XTR5F.png) 5. Click **OK**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-Z1MRQFZ2.png) 6. Remember to turn Notifications back on, once you have completed converting scaffold tag Job Sites to billable. ## Verifying/Configuring User Permissions Any user performing this conversion must have the following permissions to perform this conversion: - **Invoices:** Add/Create Invoices - **Locations:** Billing Options (for Group and/or Job Site) - For databases with **Location-Based Security** enabled, the user doing the conversion must be assigned to the Security list for the Job Site being converted. ### Confirming Permissions The next step is to verify that the user doing the conversion has the Add/Create Invoices and Billing Options permissions enabled. To confirm permissions: 1. Click the **Users** tab, then click the **Security** dropdown and select **Edit Permissions**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/6b4538ad-32f6-4690-aa9d-c0ca9b1d02f1.png) The *Roles* dialog appears. 2. Locate and click the appropriate role, then click the **Edit** button. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/9ba40261-3180-45f7-8b94-4266a11f06c9.png) The *Permissions for Role* dialog appears. 3. Verify that the **Add/Create Invoices** checkbox has a check in it. If it doesn't, click it to put a check in it. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/802a93d2-8726-4e8f-b266-8c46454b550c.png) 4. Verify that the **Billing Options** checkbox has a check in it. If it doesn't, click it to put a check in it. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/e9e01f04-efd4-4f35-bd57-8d90275c83fd.png) 5. Click **OK**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/c4b12334-ffa2-4830-b76a-11dd75499a40.png) The *Roles* dialog returns. 6. Click **Close**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/3d2c3410-b003-44c8-be98-d76e89237de3.png) ### Confirming/Assigning User Role Assignments Based on the results of the procedures in *Confirming Permissions* above, you may need to reassign the role of a user, to ensure that the user performing the conversion has appropriate permissions. To confirm user role assignments: 1. Click the **Users** tab and review the assigned roles. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/6519fd86-61c0-4c5a-a483-018a13bd137e.png) 2. If you must assign a new role to a user, click the user's row and click the **Edit User** button. > **Note: You can also double-click the user.** ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/6f116991-4f4c-4bb6-bc8f-b5165c36ec91.png) The *User* dialog appears. 3. Click the **Role** dropdown and select the appropriate role. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/0ba4b59c-0506-4a93-9ed4-34c6905fd549.png) 4. Click **OK**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/fb762d9e-32c4-4360-9916-957b1c0e604b.png) 5. Repeat the above steps for all appropriate users. ### Confirming/Configuring Location-Based Security If your installation of Quantify has Location-Based Security enabled, you must be assigned to the Security list for the Job Site being converted. To confirm/configure location-based security: 1. Locate and click the appropriate Job Site, then click the **Edit Selected Item** button. You can also double-click the item. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-ZWELITOR.png) The *Job Site* dialog appears. 2. Select the **Security** tab. 3. To add a user to this Job's Security list, click **Change**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-10VDH8VW.png) The *Select Users* dialog appears. 4. Click the checkbox beside the name of each User you need to add to the Job Site Security list. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/f3248807-fd9a-4a95-b2b8-6662ba091a6f.png) 5. Click **Close**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/bcc9af81-2d7e-4999-b852-4b2d6dd4da4d.png) The *Job Site* dialog returns. 6. Click **OK**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/0c591ed7-1abe-4e74-98e1-511e74b3e98b.png) For more information on using Job Site Location-Based Security, refer to [*Assigning Users to Job Site Location-Based Security*](/v1/docs/assigning-users-to-job-site-location-based-security).