Create a New Group

Only users who can create applications can create groups. 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.

Browse your groups

To browse your groups:

  1. Click Users > Manage users.

  2. Click Add User.

  3. Click the address book icon in the Share with a New User dialog.

  4. Leave the Search box blank and choose Groups from the dropdown. QuickBase displays a list of all groups to which you belong.

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.

To create a new group:

  1. Click Users > Manage users.

  2. Click Add User.

  3. Click the address book icon in the Share with a New User dialog.

  4. In the dropdown, choose Groups.

  5. Click Create a new group.

  6. 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.)

  7. Click Create Group. 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.

  8. To add other QuickBase users to the group, click the 1 member link in the members column. The Manage Group page appears.

  9. Click Add Users to this Group and add members as you normally would.

Create a new group as a Billing Account Administrator

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

To create a  new group as a Billing Account Administrator:

  1. On the My QuickBase page, click Manage my billing account, and then click the Groups tab.

  2. On the left side of the page, click Create a New Group. The Create a New Group dialog box appears.  

  3. In the Group Name box, enter the name you want to give the group. For more information about naming groups, please consult the Group name guidelines topic.

  4. Enter a description of the group (this is optional), and then click Create Group.

    Note: When you create a new group, it initially contains only one member — you.

  5. To add other QuickBase users to the group, click Add Users to this Group on the left side of the page. (If you have more than one group, this link reads Add Users to Groups.)

  6. In the boxes provided, enter the email addresses or user 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.

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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