Built-in Admin Roles

See also Realm admin capabilities.

This role manages security settings for a realm (such as password complexity requirements), single sign-on settings, advanced encryption, as well as some user management settings (such as assigning super users). Each realm may have one or more realm admins.

Realm admins also have ownership over all the data in the realm’s billing account. However, realm admins do not automatically have any access to or admin rights over any of the accounts on the realm. Virtually all realm admins are also account admins (see below), for one or more of the accounts under the realm.

It you would like to add or remove a realm admin, please open a support case.

See also Admin capabilities.

This role has full access to manage an account, including managing users, groups, and apps. They also manage details about their Quickbase plan, and can update their payment method, change their plan, and cancel their service. Each account may have one or more full management account admins.

Full management account admins do not automatically have access to the apps on their account. A realm admin (see above) can grant a full management account administrator access to all apps on an account by making them a super user. Also, a full management account admin can promote themselves to application manager of any app on their account, giving themselves direct access and control of an app.

You have the ability to grant Pipeline access and management. Pipeline management is an option in the Admin console -> Permissions.

See also Admin capabilities.

This role is similar to full management account admin. The difference is, support-level account admins cannot make any changes to an account’s plan, they cannot delete or transfer apps, and they cannot set certain account properties such as allowing apps on the account to be available to everyone on the internet.

The purpose of this role is to delegate the responsibility of day-to-day management of a Quickbase account without having full control over that account.

You have the ability to grant Pipeline access and management.

Access the Manage Billing Account page

Y

Y

Sign up for a Quickbase service plan (initial)

Y

Cancel the service plan

Y

Change billing information

Y

Change the level of account access for a user/group/email domain group

Y

Change the service plan

Y

Delete an app

Y

Edit account properties (account name, billing email, time zone, allow access to Everyone on the Internet)

Y

See billing history and get a copy of recent monthly receipts

Y

Transfer app ownership to another account

Y

Transfer app management to another user

Y

View app information (name, manager, description, statistics)

Y

Promote a user to app manager

Y

Y

Add an email domain

Y

Y

Add users to the Deny list

Y

Y

Allow account admins to reset the security question and answer for users (*)

Y

Y

Allow any user with access to apps in the account to create apps

Y

Y

Change the company name

Y

Y

Email a realm admin

Y

Y

Email a user

Y

Y

Email an app manager

Y

Y

Export the list of apps in the account (CSV)

Y

Y

Export the list of users on the Deny list (CSV, Excel, clipboard)

Y

Y

Export the list of users with access (CSV, Excel, clipboard)

Y

Y

Grant/revoke app create permissions for users/groups/email domain groups

Y

Y

Print the list of users on the Deny list

Y

Y

Print the list of users with access

Y

Y

Provision users

Y

Y

Remove users from the Deny list

Y

Y

Request adding or editing an email domain

Y

Y

Reset a user's security question and answer (if allowed, see (*) above)

Y

Y

Save the list of apps in the account as a spreadsheet

Y

Y

View account properties

Y

Y

View account summary info

Y

Y

View other account information

Y

Y

View the list of apps a user can access

Y

Y

View the list of apps in the account

Y

Y

View the list of groups a user is part of

Y

Y

Create a group

Y*

Y*

Add a group to a group

Y*

Y*

Add users to a group

Y*

Y*

Copy a group

Y

Y

Delete a group

Y*

Y*

Delete one or more group members

Y*

Y*

Edit group properties (name, description, owning account, whether Billing Account Admins can manage the group)

Y*

Y*

Import users into a group

Y*

Y*

Send email to a group member

Y

Y

Set access level for a group member (member/manager)

Y*

Y*

View apps accessible by a group

Y*

Y*

Access app settings (from Settings on the app's home page)

Y

Y

Transfer management of the app

Y

Delete the app

Y

Move a table into the app

Y

Apply changes from an app sandbox to the live app

Y

Y

Change the app's name & description

Y

Y

Create a role

Y

Y

Copy a role

Y

Y

Delete a role

Y

Y

Set role as default

Y

Y

Edit role: Set access to tables & data

Y

Y

Edit role: Set app access level for a role

Y

Y

Edit role: Set role home page

Y

Y

Edit role: Set role access to reports

Y

Y

Edit role: Hide UI for creating/customizing reports, personal settings, app/table settings, users, recents/ favorites, Search, Help, Test as role

Y

Y

Edit role: Set visibility per table for: Table bar button, New buttons, multi-record options, email options, print options

Y

Y

Change role name & description

Y

Y

Create a table

Y

Y

Move a table to a new app

Y

Y

Delete a table

Y

Y

Edit a table (includes changes to data, table structure, relationships, non-personal reports & emails, table home pages, forms, and advanced table settings)

(Depends on permissions set in role)

(Depends on permissions set in role)

Create a page (Home page, Code page, Rich Text page)

Y

Y

Delete a page

Y

Y

Set a page as the default Home page

Y

Y

Copy a page

Y

Y

Preview a page

Y

Y

Edit a page

Y

Y

Create a variable

Y

Y

Delete a variable

Y

Y

Edit the value of a variable

Y

Y

Allow users who are not administrators to copy the app

Y

Y

Allow users who are not administrators to export data

Y

Y

Allow non-SSL access via API

Y

Y

Hide the app from public app searches

Y

Y

Hide the new/updated icons for all users

Y

Y

Show performance bar

Y

Y

Limit the search scope of "Find more people" in the User Picker

Y

Y

Require app tokens for access to the app

Y

Y

Create an app token

Y

Y

Assign an app token

Y

Y

Delete an app token

Y

Y

Set Date/Time options for the app: First day of the week, First month of fiscal year, whether the year is based on the first or last month of the fiscal year

Y

Y

Set whether to always use the billing account's time zone (Pacific) or some other time zone

Y

Y

Add an app to the list of apps allowed to establish cross-app relationships with this app

Y

Y

Remove an app from the list of apps allowed to establish cross-app relationships with this app

Y

Y

Set a role for an app in a cross-app relationship with this app

Y

Y

Set up to three custom guides for the app

Y

Y

Set custom footer content: right element

Y

Y

Set custom header colors: background & text

Y

Y

Set custom header content: left element

Y

Y

Set custom header content: right element

Y

Y

Hide Quickbase standard menu options (alerts, user menu on Global bar)

Y

Y

Customize Quickbase emails: upper left element

Y

Y

Show app statistics

Y

Y

Show support info

Y

Y

Copy the app

Y

Y

View a list of file attachments in a table

Y

Y

Delete one or more file attachments

Y

Y

Copy a list of file attachments to the clipboard

Y

Y

Export a list of file attachments to CSV/Excel

Y

Y

Print a list of file attachments

Y

Y

View a list of all reports in the app

Y

Y

Delete one or more reports

Y

Y

View a report

Y

Y

Copy a report

Y

Y

View a list of all emails in the app

Y

Y

Activate or deactivate one or more emails

Y

Y

Change the owner of one or more emails

Y

Y

Delete one or more emails

Y

Y

Copy an email

Y

Y

Delete data from a table in the app

Y

Y

Search and replace a term in the app's structure

Y

Y

Add a button to a form that allows the user to either copy a parent record with its child records, or import specific child records into a parent record.

Y

Y

Enable sandbox features for an app

Y

Y

Access the Manage Users page (from the Users button on the Table bar)

Y

Y

Share the app with a new user

Y

Y

Set or change an app user's role

Y

Y

Remove a user from the app

Y

Y

Send email to a user

Y

Y

Set whether to show an app user in the User Picker

Y

Y

Create a group (from the Share with a new user dialog, if not also Account Admin)

Y*

Y*

Manage groups (from the Manage Groups link on the Manage Users page)

Y

Y

Add a group to a group

Y*

Y*

Add users to a group

Y*

Y*

Copy a group

Y

Y

Delete a group

Y*

Y*

Delete one or more group members

Y*

Y*

Edit group properties (name, description, owning account, whether Billing Account Admins can manage the group)

Y*

Y*

Import users into a group

Y*

Y*

Send email to a group member

Y

Y

Set access level for a group member (member/manager)

Y*

Y*

View apps accessible to a group

Y

Y