Set Up Access Permissions

You can easily control what users can see and do within your application.

To set up access permissions:

1. Create a role for each type of user who'll access your application. (What's a role?)

   • You can use the default roles Quickbase provides or create your own.

   Tip: If you have a lot of users, you may want to save time by gathering them in groups and then applying a different role to each group. Quickbase automatically grants each user whatever permissions you give to the group they're in.

2. Configure the role.

   • When you set up a role, you specify what elements of your application users in this role should be able to see and/or change. For example, you could tell Quickbase to let a user view and modify records, but not to add one.  
     As you create roles, you can test them yourself to make sure that users in that role are able to see and do exactly what you want.  Read more about testing roles.

3. Share your application with the people to whom you want to grant access.

   • When you grant a user access to your application, Quickbase forces you to assign a role. Doing so lets the program know what powers to grant the user within your application.

Note: Do you need to limit access to sensitive information? Or are you just trying to focus user attention on the information that interests them? If it's a question of security, follow the steps above to set access permissions. If you just want to make your application easier to use, don't set permissions, create custom reports instead. Not sure what to do? Read more.

Related topics:

• Easily grant access to everyone in my company

• Grant access to "Everyone on the Internet"

• Assign Group's Records permissions

• Managing user access based on a user's relationship to application content