Share an Application with Other Users

If you have the permissions, QuickBase lets you share your application with other users. To do so, choose Users from the Table bar, then click the Share app with new user button, which displays the following dialog:

Use this dialog to add and assign a role to each new user. You can choose to invite users by sending an email, or to simply add them without inviting them.

Tip: People you want to invite do not need to have existing QuickBase user accounts. If you invite someone who's never registered before, QuickBase creates a provisional user account. You can ask QuickBase to send the user an email at any time (read how below). Once your invitee clicks the link in the email and registers with QuickBase, your application opens in their browser.

Note: If your application includes user fields, you can also add or invite users as you enter data in your application. And, you can import users if you want to share your application with many users.

Adding users to different roles

Each user you add to your app needs to have a role. If you've set a default role, that role is automatically assigned. Otherwise, choose a role from the Role dropdown on the dialog. If you want to add several users and assign them to different roles, click the Add users in another role link on the dialog. A new line appears, allowing you to specify additional users and assign a different role.

Add users or groups to your QuickBase application

To add users or groups to your QuickBase application:
  1. On the Share With a New User dialog, identify the users and/or groups you want to add in the box provided and select the appropriate role.

    In the input box on the dialog, you can enter or paste an email address (jsmith@mycompany.com).

    Note: You can also enter an email domain name if you want to grant access to all users in your company, or in another company. Learn how.

    If you need help finding users, see the next section below.

  2. Select the Send email invitation option if you would like to send an email to the new user(s).

  3. Click Add.  

  4. If you chose to send an email invitation, the Send Invitation dialog displays. Either accept the default message, or compose a new one, and click Send. QuickBase sends the new user an email message inviting them to the application.

    If you chose to add users without sending an email, QuickBase just adds the user to your application. You can send an invitation later using the Send Invitation option on the Users page.

Finding users or groups to invite

QuickBase can also help you find users when you're not quite sure of their names, email addresses, or user names.

Let QuickBase auto-suggest users or groups

QuickBase uses auto-suggest to help you find groups you belong to and users in your company.

Use the QuickBase address book

You can also use the QuickBase address book to find users. (Click the address book icon to the left of the user field.) Use the address book when you're not sure of the user's email address, user name, or full name.

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