---
title: "Working with User Accounts and Roles"
slug: "working-with-user-accounts-and-roles"
updated: 2025-04-14T08:46:20Z
published: 2025-04-14T08:46:20Z
canonical: "docs.avontus.com/working-with-user-accounts-and-roles"
---

> ## 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.

# Working with User Accounts and Roles

You create and manage user accounts through the **Users** tab.

## Creating a New User Account

You create and maintain User accounts through the **Users** tab.

To create a user account:

1. Click the **Users** tab and click the **Add** button. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/add%20user%20new%20gif.gif) The *User* dialog appears.

> **Note:** The next six procedures are required.
2. Click in the **First** text field and enter the user's first name.
3. Click in the **Last** text field and enter the user's last name. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/b77b34d9-df4e-49ce-b39e-2b3f5222c312.png)
4. Click the **Role** dropdown and select the appropriate role for this user. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/02fa8e18-8cf4-4c3a-95db-1f15466a1f2d.png)
5. Click in the **Username** text field and enter a username for the account.

> [!TIP]
> **Note: If you enter an email as your username, you will be able to log in using a Microsoft Entra ID login. Please see** [**Registering a Domain**](https://docs.avontus.com/docs/registering-a-domain-1) **for more information.**
6. Click in the **Password** text field and enter a password for the account.
7. Click in the **Verify Password** text field and re-enter the password. The user name must be unique to the database. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/7e5913cf-27d9-4c98-8559-4593442c93da.png) As necessary (these three procedures are not required):
8. Click the **Limit View to this Location** dropdown and select the appropriate location, to only allow the new user to view information for the location you select. If you do not select a Branch Office, the user will be able to view all locations.
9. Click in the **Notes** text field and enter notes as needed. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/99a06a90-650d-4ea2-9cef-37f176a2937e.png)
10. Click the checkbox beside any notifications this user should receive (to put a check in these checkboxes). ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/79cbb79f-ec76-4310-9a31-7905f2009cd4.png)
11. Click **OK**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/4c8bf65b-f93e-4f6a-9454-510749bd6367.png)

Quantify adds the user to the list of users.

## Creating a Custom Role

Quantify comes with three undefined, custom roles. To customize a custom role, use the *Roles* dialog to edit one of those roles to suit your requirements.

To create a custom role:

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/edit%20permissions(1).gif)

The *Roles* dialog appears.

> **Note: In the procedures below, you edit Custom1 to create a new customized role.**
2. Click **Custom1** and then click the **Edit** button.

> **Note: You can also double-click the role to open it**

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-1692883247878.png)

The *Permissions for Role* dialog appears.
3. Click in the **Name** text field and enter the name for the new role.
4. Click the checkbox to the left of each appropriate permission, to put a check in it/them.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-1692883294018.png)
5. Click **OK**.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-1692883334539.png)

The *Roles* dialog returns, displaying the new role.
6. Click **Close**.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-1692883390171.png)

## Deactivating and Reactivating a User

While users cannot be deleted from Quantify, they can be deactivated. This removes their ability to log in to Quantify. Use the following instructions to deactivate or reactivate your team members in Quantify.

### Deactivating a User

To deactivate a User:

1. Click the **Users** tab

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-VNMH2MSI.png)
2. Click the name of the user to be deactivated and click the edit ( ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/2a021267-49c6-4fe7-9d63-257b5e07e0bc.png)) button.

> **Note:** You can also double-click the name of the user to be deactivated.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-1692883574593.png)

The *User* dialog appears.
3. In the **Details** section, click the **Active** checkbox, to remove its check.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-1692883738094.png)
4. Click **OK**.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-1692883757563.png)

### Reactivating a User

Reactivating a user that had been deactivated will allow them to log in to Quantify with their previous login and password.

1. Click the **Users** tab

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-EYF2IHJP.png)
2. Ensure Inactive users are visible ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-1692883935060.png)
3. Click the name of the user to be deactivated and click the edit ( ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/2a021267-49c6-4fe7-9d63-257b5e07e0bc.png)) button.

> **Note:** You can also double-click the name of the user to be reactivated.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-1692884042424.png)
4. In the **Details** section, click the **Active** checkbox, to put a check in it.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-1692884070251.png)
5. Click **OK**.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-1692884092766.png)