About Roles

It's likely that your application has a variety of intended audiences, each of whom requires different access to your information. For example, say you created an application to track car sales at your auto dealership. A sales person needs to be able to add and edit records, manipulating pricing and requests for special features. The Service department needs to see sales information too so they can have a purchased car ready for a customer to pick up. But you don't want prep workers to be able to edit a record. Nor would you want them to see the purchase price and sales commission figures.

You can arrange all this easily in QuickBase, using Roles. A role controls the level of access a user has to information in an application. When you share an application with other users, you assign a role to each one. (Or you can gather like users together in a group and assign a role to that group.) The role you assign determines what a user can see and do within the application.

Built-in roles

When you create an application, QuickBase creates three roles automatically. These roles are usually Viewer, Participant, and Administrator. However, if you use a QuickBase template to generate an application, the default role names may be different. You can use any of these existing roles (and change them to suit your needs) or create your own custom roles from scratch.

The default role

When you edit roles in an app, you can set one role as the default role. The default role is the one that is initially selected when you:

What you can control through roles

Each role has its own set of access permissions, or properties, that you define. By creating and configuring roles, you can:

Note: It's possible for a user to have more than one role within an application. (Read more.)

What about creating applications?

The ability to create applications in a billing account is not governed by any of the permissions you set up in roles. Permissions assigned to roles are specific to the application in which the role resides. Therefore, you cannot give someone the permissions required to create applications using a role. Billing Account Administrators assign create permissions to users using the Manage Billing Account option.

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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