Set Up Access Permissions

This topic refers to functionality that is not available to accounts on the QuickBase Essential plan. If the functionality described here does not match what you're seeing in QuickBase, your account is probably on this plan.

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?)

  2. Configure the role.

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

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.

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