Create a New Group

Anyone who can create an application and share it with users can create a group. The process is slightly easier for Billing Account Managers (see second section below).

Tip: Not sure if you should create a group? Learn what groups can do for you.

To browse your groups:

Click Users > Manage Users.
Click Add.
Click the address book icon.
Leave the Search box blank and choose Groups from the dropdown. QuickBase displays a list of all groups to which you belong.

To create a new group:

If you've browsed your groups and searched all groups and still don't see the group you need, you can create a new one following these steps:

Click Users> Manage Users.
Click Add.
Click the address book icon.
In the dropdown, choose Groups.
Click Create a group.
Enter the group name and an optional description. If you want to allow Billing Account Managers to manage the group, make sure the checkbox is selected. (Turning on this feature lets an account administrator add or delete members and even control your group management rights.)
Click Save Changes. The new group appears in your list of groups. You can select it to add it to your application.
- Note: When you create a new group, it initially contains only one member — you.
To add other QuickBase users to the group, click the 1 members link in the members column. The Manage Users page appears.
Click Add users to this Group and add members as you normally would.

To create a new group (as a Billing Account Administrator):

A Billing Account Administrator can create a group from within the Manage Billing Account page.

On the My QuickBase page, click Manage your billing account, and then click the Groups tab.
On the left side of the page, click Create a New Group.

The Create a New Group dialog box appears. QuickBase has automatically entered text within the first Group Name box. You can edit this text, if you want.

In the Group Name boxes, enter the name you want to give the group. For more information about naming groups, please consult the Group name guidelines topic.
Enter a description of the group (this is optional), and then click Save Changes.
- Note: When you create a new group, it initially contains only one member —you.
To add other QuickBase users to the group, click Add New Users to this Group on the left side of the page.
In the boxes provided, enter the email addresses or screen names of the QuickBase users that you want to add to this group, and then click Save.
- Note: You can also enter the names of other QuickBase groups.

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