Getting started
This page takes you from the invitation e-mail to your first project: how to sign in, how to set up the second step that protects your account, what the welcome tour shows, and where your personal settings live. It ends with the two things that decide what you can do in an organization: your role and the organization's subscription.
Before you start
- Quanty is invite-only. You need an invitation from an admin of the organization you are joining, sent to your work e-mail address.
- Two-factor authentication is required for every account, including accounts that sign in with Google. Have your phone at hand the first time you sign in.
- Signing in, the tour and your settings cost nothing. AI features spend your organization's AI credits and need a paid plan (see Billing and credits).
Accounts are invite-only
There is no open sign-up. An admin of an organization invites you by e-mail (see Organizations and roles), and you join with that same address.
Accept an invitation
- Open the link in the invitation e-mail. The page says "You've been invited to join Przykładowa Spedycja".
- If you are not signed in yet, the page says which address the invitation was sent to. Choose Sign in to accept if you already have a Quanty account, or Create an account if you do not. "You will come back here automatically."
- To create an account, tick "I accept the Terms of Service and the Privacy Policy", then enter the invited e-mail address and a password, or use Continue with Google. Quanty sends a six-digit code: Confirm your email, enter the code and click Confirm. Send a new code works again after 60 seconds.
- Back on the invitation, click Accept Invitation. "Welcome to Przykładowa Spedycja!" appears and you land on Home.
| What you see | What it means |
|---|---|
| Invitation Expired | Invitations last 7 days. Ask the admin for a new one. |
| "This invitation is for a different email address." | You are signed in with another account. Switch account and sign in with the invited address. |
| Already Accepted | You are already a member. Go to Home. |
| "Przykładowa Spedycja has no free seats right now." | Every seat of the plan is taken. An admin has to free a seat or change the plan; then open the invitation again. |
| "Accept the terms first. The invitation will still be here." | Accept the legal documents (see After you sign in), then come back to the link. |
What an uninvited person sees
Someone who signs in (for example with Google) with an address nobody invited lands on Your account isn’t authorized yet: "Quanty is invite-only. Ask a workspace admin to invite your email, then sign in again." The page shows the address under Signed in as, and Back to sign in returns to the sign-in page. Ask an admin of the organization you should join to invite exactly that address. Opening the sign-up page without an invitation link takes you to the sign-in page.
Sign in
Go to app.quanty.ai. The page says Welcome and "Log in to Quanty to continue."
Sign in with your email
- Enter your address in Work email address* and click Continue.
- The address becomes a fixed line with Edit next to it, and Password* appears. Enter your password and confirm.
- An account that was moved to Quanty from elsewhere, or set up for you, asks once for Choose a password: "This account needs its own password before you can continue." Enter it and click Set password.
A password needs at least 12 characters, with an uppercase letter, a lowercase letter and a digit.
Continue with Google
Continue with Google (above OR) signs you in with your Google account. The invite rule and two-factor authentication apply in the same way. An account that signs in with Google has no Quanty password to change.
Forgot your password
- On the password step, click Forgot password?.
- Forgot your password? asks for your work e-mail: "Enter your work email address and we will send you a six-digit code." Click Send code.
- On Enter your code, type the six-digit code from the e-mail and your new password twice, then click Reset password.
- "Your password has been updated. Taking you to the log in page..." Sign in with the new password.
The reset works with a code, not a link. Send a new code works again after 60 seconds.
After you sign in
Before the app opens, Quanty may ask for up to three things, always in this order:
- Two-factor authentication: set it up the first time, then enter a code (see Two-factor authentication).
- Before you continue: "We have updated the documents Quanty runs on. Open them and accept to keep using your account." Open the documents and click Accept. "We record the date, the version and the language of the document you accepted." This appears again whenever a document changes.
- What's your name?: asked once if your account has no name. Fill in First name and Last name and click Continue. "Your team sees it next to everything you do in Quanty: comments, edits and the history of changes."
Each of these screens has Sign out if you want to stop. After them, Home opens (see Home and the sidebar).
Two-factor authentication
Every sign-in needs your password (or Google) and one more proof that it is you: "Two-factor authentication is required for everyone in this workspace and cannot be switched off."
Set it up
At your first sign-in Quanty asks How do you want to confirm it is you? "You need one of these every time you sign in. You can add both."
| Method | How it works |
|---|---|
| Authenticator app (Recommended) | "A code that changes every 30 seconds in Google Authenticator, 1Password, Authy or similar. Works with no signal and no SIM." |
| Code by SMS | "We text a six-digit code to your phone. Nothing to install, but it needs coverage, and a swapped SIM card is a way in." |
With an authenticator app:
- Choose Authenticator app and click Continue.
- Scan the QR code with the app. If you cannot, click Can’t scan the code? and add the key by hand (Copy key).
- Enter the 6-digit code from the app and confirm.
With SMS:
- Choose Code by SMS and click Continue.
- On Where should we text your codes?, pick the Country code, enter your Mobile number and click Send the code.
- On Enter the code we texted you, type the code and click Confirm this number. Use a different number goes back a step.
If text messages are not available, the chooser says so; use an authenticator app instead.
Save your recovery codes
Right after setup, Quanty shows Save your recovery codes: 10 codes. "Each code signs you in once, if your phone is not to hand." Click Copy codes, keep them somewhere safe, then click I’ve saved these codes. They are shown only this once, and you cannot make new ones yourself.
Sign in with a code
At later sign-ins, enter the current 6-digit code and confirm. Below the code box you can switch:
- Use my authenticator app
- Text me a code: Quanty texts a code. Send it again works after 30 seconds.
- Use a recovery code: "Enter one of the recovery codes you saved when you set this up. Each one works once."
Sign out instead stops the sign-in.
| Limit | Value |
|---|---|
| An SMS code is valid for | 5 minutes |
| Tries per SMS code | 3 |
| Texts per person per day | 10. More: "Too many text messages have been sent to this account today." |
| Wrong codes in a row before a lock | 5. The lock lasts 30 seconds and doubles with each further wrong code, up to 1 hour. |
Remember this device
Under every code box is Remember this device for 30 days, ticked by default: "You will not be asked for a code in this browser for 30 days. Leave this off on a shared computer." The 30 days count from the moment you typed the code and are not extended by use. Without it, Quanty asks for a code again at the next sign-in, and at the latest 12 hours after the last one.
Manage your methods
In Settings, Account, under Sign-in and security, the Two-factor authentication card lists Your methods: Authenticator app and Code by SMS, each On, Off or Locked (after too many wrong codes, with the time left).
- Set up adds the other method.
- Remove takes one away and asks for a current 6-digit code. Your only method cannot be removed: "This is your only method, so it cannot be removed. Set up the other one first."
- Removing the authenticator app while SMS is also on removes both methods at once, and you choose and set up a method again at your next sign-in. Removing SMS keeps the app.
- The card shows how many recovery codes are left, for example "7 recovery codes left".
- Remembered browsers says whether this browser is remembered and until when. Forget this browser and Forget all remembered browsers ("Every browser, this one included, will ask for a code at its next sign-in.") end it.
Lost your phone
Sign in with a recovery code (each works once), or with your other method if you have both. In Settings you can then add the other method, for example SMS on a new phone. Removing a method needs a code, and removing the authenticator app needs a code from that app, so a method on a lost phone often cannot be removed by you. In that case, or when you have no recovery codes left, contact Quanty support from the Support menu in the top bar (Contact us). Quanty support resets two-factor authentication, and you set it up again at your next sign-in, or issues new recovery codes. Admins of your organization cannot do this in the app.
The welcome tour
The tour is an overlay on Home: Welcome to Quanty, "Turn documents into a working sheet in three steps."
| Step | What it says |
|---|---|
| 1. Create a project | "A project keeps your tables, documents and teammates in one place." |
| 2. Add your documents | "Create a file column and upload PDFs, reports or contracts. Each file becomes a row." |
| 3. Let AI fill the sheet | "Add AI columns with a prompt. Quanty reads every document and writes the answers." |
- Create your first project opens New project for a project in the organization's default workspace (see Projects, tables and views). It does nothing for a viewer or in a read-only organization.
- Choose from Templates opens Templates.
- Skip the tour closes it.
Who sees it: anyone whose organization has no project yet. Organizations with the TMS add-on do not get it. As soon as the organization has a project, the tour is done. Later, when your documents are in a table, a tip says Now add an AI column with Add AI column and Got it.
The tour remembers its state in your browser, not in your account: on another computer it can appear again.
Show it again: in Settings, Preferences, under Getting started, the Getting-started tour row has Show the tour again. "Tour re-enabled. You'll see it on your home screen." Home opens and shows the tour, even when the organization already has projects.
Settings
Open Settings at the bottom of the sidebar, or My account in the avatar menu. The rail on the left has three groups:
| Group | Pages |
|---|---|
| Account | Account, Usage, Billing (organization admins only) |
| Organizations | Organizations, Presentations |
| Workspace | Preferences |
Back to the app returns to where you were.
Preferences
| Setting | Choices | What it does |
|---|---|---|
| Language | English, Polski, Deutsch | "Interface language". A new browser starts in your browser's language, or in English if that is none of the three. Also in the avatar menu. |
| Theme | Light, Dark, System | "Light, dark, or follow the system". A new browser starts in Dark. Also in the avatar menu. |
| Accent color | Violet (default), Green, Bordeaux, Bronze, Orange | "Re-themes the whole app live: primary actions, links and running state". |
Interface hints are "Short tooltips explaining what things do when you hover over them." Each area is On or Off, and all start On:
| Area | What it explains |
|---|---|
| Navigation | "Hints for the sidebar items like Home, Templates and Files" |
| Spreadsheet | "Hints for the sheet toolbar and grid actions" |
| Column creation | The column types when you add a column |
| Chat | "Hints for the chat panel controls" |
| Column type explanations | "Animated explainer pane in the column type picker" |
Getting started holds Show the tour again (see The welcome tour).
These preferences are saved in the browser you set them in. There is no date or time format setting: dates follow the interface language.
Account
| Section | What is in it |
|---|---|
| Profile | Change avatar (JPEG, PNG or WebP, up to 5 MB, cropped in the dialog), Name, Position and the Profile card: Department, Phone, Time zone, Location and About me. "Shown only to members of the organizations you belong to." |
| Sign-in and security | Password with Change password ("Requires your current password to change"; the new one follows the password rule and must differ from the current one), and the Two-factor authentication card. With Google sign-in: "You sign in with Google, so this account has no Quanty password to change." |
| Legal | "The documents in force and the ones you have accepted." |
| Help and sign-out | Help center with Contact Support, and Sign out on this device ("Ends this session. Your data stays where it is."). |
| Danger zone | Delete account (see below). |
Delete account opens Delete your account?: every active subscription is cancelled immediately, your data is archived for about six months "so a mistake can still be put right by support", and after that your account, your private files and any organization nobody else is in are erased for good. Files and data in organizations you share with others stay there. Type your e-mail address to confirm and click Delete my account. While you are the billing contact of an organization, it is blocked: Move the billing contact first.
Organizations and roles
Everything you work with (workspaces, projects, tables, Files, chats, agents, integrations) belongs to an organization. You can belong to several and switch between them with the organization switcher in the top bar (see Home and the sidebar). Each organization has its own members, plan and AI credits.
| Role | What it allows |
|---|---|
| Admin | Everything: members and invitations, roles, billing, workspaces, limits. |
| Member | Works in the organization: creates projects and folders, edits what they have access to. |
| Viewer | Reads only, and cannot see the member list. |
There is no Owner role in an organization. Any admin can make another member an admin, and the last admin cannot be removed. Projects have roles of their own. Members, invitations and seats are on Organizations and roles.
Subscription and read-only organizations
An organization needs an active plan to save changes, not only to use AI. When it has none, Quanty never locks you out of your data: a banner under the top bar says what is going on, and everything already stored stays readable, searchable and exportable.
| State | What you notice |
|---|---|
| Active | Nothing. Everything works. |
| Countdown (7 days) | A banner such as This organization is not activated yet (a new organization) or The last payment did not go through, with "You can keep working for 5 more days. After that the organization becomes read-only." Everything still works. Hide this message hides it for the session. |
| Read-only | The subscription has ended or This organization has no active plan: "The organization is read-only, so new changes cannot be saved. Everything already here is intact: you can still open, search and export all of it." A cancelled subscription is read-only at once. A change you try to save shows Changes cannot be saved. |
| Being set up | Quanty is still setting this up: "There is nothing to pay right now." Quanty is preparing the organization with you. |
Admins see Choose a plan or Go to billing in the banner. Members read "Ask an administrator of this organization to sort out the payment." Without a paid plan, AI features are off. Plans, credits and payment are on Billing and credits.
Read-only keeps everything
Nothing is hidden or deleted while an organization is read-only. When an admin pays, the same screens start saving again.
Good to know
- One address per invitation. An invitation works only for the address it was sent to. Signing in with another address shows "This invitation is for a different email address."
- Google counts as an account too. If you once signed in with Google, keep using Continue with Google for that address.
- The second step is per browser. Remembering a device only skips the code in that browser. Every other browser still asks.
- Recovery codes are counted. Each one works once; the Settings card shows how many are left.
- The tour is per browser. Skipping it on one computer does not skip it on another.
- Several organizations. Your preferences apply in every organization; your role, plan and credits are per organization.
Where to go next
- Home and the sidebar: the top bar, the sidebar and the Home page.
- Projects, tables and views: workspaces, projects and tables.
- Templates: a ready-made table for a job you already do.
- Files: uploading and organizing documents.
- Columns and AI: columns that read your documents.
- Chat: talking to your team and to the AI.
- Organizations and roles: members, invitations and seats.
- Billing and credits: plans, credits and payment.