The Settings area is where you tailor Quantivly to the way you work and, if your role allows it, configure options that apply across your organization. Open it from Settings in the left-hand navigation.
Personal and Global settings
Settings are organized into two scopes, shown as the Personal / Global selector at the top of the page:
Personal — customizations that only apply to your own account. Other users are not affected.
Global — configurations that apply to every user in your organization.
Use the selector to switch between them. Settings open on Personal by default.
Both scopes are always available. You can view every setting except User permissions, which opens only for roles with Assign user roles or Manage roles & permissions. Without either, the tab is greyed out, with a tooltip naming what to ask for.
What you can configure
Setting | Scope | What it does |
|---|---|---|
General settings | Personal | Your default landing page, your default color strategy for the Calendar, and your Calendar opening day. See Calendar defaults |
Custom hover | Personal | Which fields appear when you hover over an exam on the Calendar. See Custom hover |
Organization setup (beta) | Global | Your institutions, facilities, resources and the equipment linked to them. Changing it requires the Manage organization setup capability. See Organization setup |
Buffer time | Global | The buffer time added around exam durations. See Exam Buffer |
Color configuration | Global | How exams are color-coded on the Calendar. See Calendar color coding |
Fiscal planning (beta) | Global | Your fiscal calendar and annual volume targets. Editing volume targets requires the Manage volume targets capability; the fiscal calendar itself is managed by Quantivly and cannot be granted to a role. See Fiscal planning |
User permissions (beta) | Global | Members, roles, the capability matrix, and the activity trail. Requires the Assign user roles or Manage roles & permissions capability. See Users and roles |
Who can change each setting
Personal settings are yours: every user manages their own, and changes never affect anyone else.
Global settings are governed by the capabilities your roles hold. Each global setting has its own capability, so access is granular rather than all-or-nothing — a role can be allowed to change colors without being allowed to touch user permissions. Where you can view a global setting but not change it, the page shows a banner saying you can't edit, and its controls are disabled.
Which capability governs which setting is listed in Role capabilities reference.
Two more things to know:
A small number of Quantivly-managed fields cannot be changed by any customer role, whatever capabilities it holds. The fiscal calendar is one; those fields carry a Managed by Quantivly badge saying so.
Managing annotations
Operating hours, exceptions, reserved blocks, event groups, and annotation labels are managed on the dedicated Annotations page, reached from Explore › Annotations (older Settings › Annotations links redirect there automatically). See Annotation labels and Calendar annotations: operating hours & events.