Roles determine what a user can see and do inside an application. But what happens when roles collide? It's possible for a user to have multiple roles within the same application. For example, say a user belongs to two groups, and you've granted both groups access to your application but with different roles.
When a user has two roles, QuickBase grants the user access permissions allowed by either role. In other words, QuickBase adds up everything a user CAN do according to any role they're assigned and allows it. For example, if one role says he can't add a record and the other role says he can, QuickBase lets him add a record. But imagine that you've designed a special data entry form for each role, and a custom Dashboard page too. In this situation, dual roles present a real conflict. Because the program can only display one form or one Dashboard page, it must choose a role. To do so, QuickBase checks to see which role has the higher priority and displays the form or Dashboard page associated with that role.
You can control which role takes precedence over another. You do so from within the application.
To set role priorities:
In the menu bar on any application page, select Customize > Application.
Click the Roles tab.
On the left side of the tab, click the Reorder Roles link.
Tip: You can also access this page via the Application Site Map. To do so, select Help > Application Site Map. Then, under Roles and Users, click Reorder Roles.
Set the order.
Click the dropdown to the left of each role and select an order number. The lower the number the higher the priority.
Say that a role is currently assigned a number four and you want it to have first priority. Click its dropdown and select a one. Now two roles seem to be assigned the number one spot. However, when you click the Reorder Roles button, QuickBase moves the most recently selected number one into first place and bumps the former number one into second.
Click Reorder Roles to save changes.
When you click Reorder Roles, QuickBase rearranges the list according to the numbers you chose, listing lower numbers at the top of the list, granting those roles precedence.