Manage Users in an Application

You use the 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.

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Managing application users

Use the following options to add, modify, and remove users from your application.

Button

Description

New User

Gives a user access to your application. Click here to learn how.

Remove User

Removes a user's access to your application. Select the user or users you want to remove in the leftmost column and click this button.

Change Role

Assigns a new role to a user or users. Select the user or users whose role you want to change and click Change Role. Select the new role from the dialog that displays and click Change Role. The role is changed for all users you selected.

Send Invitation

Sends an email inviting one or more people to use the application. Select the user or users you want to invite and click Send Invitation. 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.

 

Searching for and viewing your application 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:

Find users on the Users page

To find users on the Users page, 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, QuickBase searches the data that is displayed in the Name column. For example, if a user’s full name appears in the Name column, and you search for the user by email address, you will not find the user.

Importing users, managing roles and groups, and converting placeholders

The Manage Users screen offers access to number of different features that are related to managing users. Use the More dropdown to:

Related Topics

 

This page refers to an older version of QuickBase. Online help is now located at http://www.quickbase.com/user-assistance/default.html.

 

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