Reorder Role Priorities

Roles determine what a user can see and do inside an application. But what happens when roles collide? It's possible for a user to have multiple roles within the same application. For example, say a user belongs to two groups, and you've granted both groups access to your application but with different roles.

When a user has two roles, QuickBase grants the user access permissions allowed by either role. In other words, QuickBase adds up everything a user CAN do according to any role they're assigned and allows it. For example, if one role says he can't add a record and the other role says he can, QuickBase lets him add a record. But imagine that you've designed a special data entry form for each role, and a custom Dashboard page too. In this situation, dual roles present a real conflict. Because the program can only display one form or one Dashboard page, it must choose a role. To do so, QuickBase checks to see which role has the higher priority and displays the form or Dashboard page associated with that role.

You can control which role takes precedence over another. You do so from within the application.

To set role priorities:

  1. In the menu bar on any application page, select Customize > Application.

  2. Click the Roles tab.

  3. Drag the roles into the order that you'd like them to appear in. Roles nearer the top of the list have precedence over roles further down in the list.
    You can select more than one role using the checkbox to the left of the role name, then drag and drop all selected roles to reorder. While dragging, a horizontal red line indicates the place where the role(s) will be dropped. A tooltip gives exact information about the number of roles being dragged and the drop location.

Sorting the role list:

If you prefer to sort the roles by a column in the list, click the column header to sort by that column. Drag and drop is disabled while you have roles sorted by a column, and a warning to that effect is displayed at the top of the screen. Click the Return to role list order link to re-enable drag and drop.

Note: Sorting the role list does not affect role priorities.

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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