Settings › User permissions is where you see who has access to Quantivly and what each of them can do. It has four tabs: Users, Roles, Permissions, and Activity.
This article covers Users and Roles. See Role capabilities reference for the Permissions matrix, and Activity history for the record of who changed what.
What this area controls is which roles an existing account holds, and what each role can do. A person appears in the Users list once they have signed in for the first time — until then there is no record here to show.
Users tab
Every account that has signed in to this deployment, with:
Column | Notes |
|---|---|
User | The name the account was registered with. Not editable here. Sortable |
Role | The roles assigned to the account; empty if it has none |
Status | Active; Inactive (disabled) |
Last active | Sortable |
Use the filter bar (All roles, All statuses) to narrow the list, or the search box to find one person.
Assigning roles
Click the person's row, or open its ... menu and choose Edit user. Tick the roles the person should hold and save. In Edit user, the set you save replaces whatever they had, so clearing every tick removes all of their roles.
To change roles for several people at once, tick the checkbox beside each of them, or the checkbox in the header to select everyone on the page. A selection belongs to the rows on screen: moving to another page, or changing a filter, the search or the page size, clears it. While users are selected, the filter bar shows how many, with two actions: Add roles and Remove roles.
Either one opens a dialog that lists the selected users (the first three by name, then a count of the rest) and lets you pick the roles to add or remove. Once you pick them, a line under the roles tells you what confirming will do: how many users the change applies to, for example "Adds to 4 users.", and how many already have the roles (or, when removing, don't have them) and stay unchanged. If nobody would change, it says so and the confirm button stays disabled.
Unlike Edit user, Add roles and Remove roles change only the roles you pick; every other role the selected users hold stays as it is. The change is saved for all of the selected users together or not at all: if any part of it is refused, nothing is saved and the dialog tells you why. Removing roles from your own account asks you to confirm first, because you may not be able to give them back to yourself.
People can't be removed from this screen. The ... menu shows a greyed-out Remove user item whose tooltip says user removal is managed by Quantivly.
Assigning roles, to one person or to several at once, requires the Assign user roles capability. Without it, the Users tab shows no checkboxes.
Roles tab
A role is a named bundle of capabilities. The tab lists each role with its description and how many members hold it.
Action | Notes |
|---|---|
Add role | Name and optional description. Names must be unique and non-empty. A new role starts with no capabilities; set them on the Permissions tab once the role exists. The Permissions tab has its own Add role button too |
Edit | Change the name, the description, or both |
Duplicate | Creates a new role with the same capabilities and description. The name is prefilled as "<name> copy" and you can change it; the copy starts with no members |
Delete | Greyed out while anyone holds the role. Remove it from its members on the Users tab first |
All four require the Manage roles & permissions capability.
Duplicate is the quickest way to build a role that is a small variation on one you already have: copy it, then adjust the copy's cells in the Permissions tab.
The Administrator role is locked
Every deployment ships with an Administrator role holding the full set of capabilities. It cannot be renamed or deleted, and capabilities cannot be taken away from it — its controls are shown locked.
Who can access this area
Tab | Requires |
|---|---|
Users, Activity | Assign user roles |
Roles, Permissions | Manage roles & permissions |
If you hold neither capability, User permissions still appears in the settings navigation, greyed out, with a tooltip naming the capabilities you need (Assign user roles or Manage roles & permissions). You can see that the feature exists, but not open it. The Administrator role is assigned by hand when a deployment is set up, so most people will see it this way until somebody grants them a role.
Accounts managed by Quantivly
Your Quantivly team holds a small number of accounts that sit outside the role model and can act regardless of what the Permissions matrix says. Every deployment has at least one, so that support can still reach a site that has locked itself out. They are set up by Quantivly and cannot be created, changed, or removed from this screen.