You use the Manage Users page to add users to your application and control their access. You also use this page to add and manage groups and domain groups. To open the page, click Users > Manage Users.
Use the following options to add, modify, and remove users from your application.
Action |
Description |
Add |
Adds users to your application. Click here to learn how. |
Remove |
Removes a user's access to your application. Select the user or users you want to remove in the leftmost column and click Remove. |
Change Role |
Changes the role assigned to a user or users to another role. Select the user or users whose role you want to change and click Change Role. When you select the new role and click OK, the role is changed for all users you selected. |
Invite |
Sends and email to application users inviting them to use the application. Select the user or users you want to invite and click Invite. You can then either accept the default text for the invitation, or compose your own email. When you click Send, QuickBase sends an email with a link to the application to all selected users. |
QuickBase makes it easy for you to find users who already have access to your application. Using the Search box on the Manage Users page, you can:
Search for a user using email address, QuickBase screen name, or user's full name.
Search for a group using a group name.
Organize the list of users who appear in user field drop-downs across the entire application (this is the Default Set).
Filter the list of users using the Show
dropdown. You can choose to see all users, or only those with access
to your application. You can also filter the list by user status or
role. You can also choose to see only those users who are in the Default Set.
Note: Sometimes, QuickBase
forms include user fields that are actually reference fields from
other tables. For instance, imagine you're working with a project
management application that includes two tables: Tasks and Resources.
If you create a relationship between these two tables, QuickBase will
create a reference Resources field within the Tasks table. When you
create a task, you'll be able to select a resource using this reference
field. Your Default Set settings DO NOT apply to user fields that
are reference fields. In this case, the Resources reference field
will display all resources who reside in the resources table, regardless
of the users who've been added to the Default Set.
Type your search criteria in the Search box.
As you type, QuickBase filters the list, showing possible matches with every character you type.
Note that, when you search for users on the User Management screen, QuickBase searches the data that is displayed in the Name column. For example, if a user’s full name appears in the Name column on the User Management screen, and you search for the user by email address, you will not find the user.
The Manage Users screen is the entry way for a number of different features that are related to managing users. Use the I Want To... button to:
Convert any placeholder users that QuickBase may carry over from an application template into real users.
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