Connect to the Quickbase admin console

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Access to this feature can change based on your Quickbase plan. Learn more about feature availability and plans in Quickbase capabilities.

Create a connected table to access data about your realm's apps, audit logs, connected tables, pipelines, users and user tokens from the Quickbase Admin Console. You can also add access information to create a relationship between the users and app data sources, which allows you to create reports on which apps users can access.

Note

Connections can only be set up by realm admins, with a limit of one Admin Console connected table for each type.

Note

Date/Time connected fields, such as App Create Date for Apps and Last Access for Users, use UTC (Coordinated Universal Time).

Bring the data you want into your app and refresh it based on a schedule you set, or any time, on-demand.

You need:

  • User Token—This layer of security is required. This user token must be created by a realm admin in the target URL (see below). Realm admins can create a user token in your Profile.
    Note: To set up the Audit Logs table, you must assign the user token used for the Admin Console connection to the app where the connected table resides.

  • Quickbase URL—Locate the Quickbase URL in the browser. For example, https://yourcompanyname.quickbase.com.

Connect to the Quickbase Admin Console

  1. Add a new connected table and select Admin Console as the data source.

    • If you're creating a new Admin Console connection, enter a connection name, the Quickbase URL, and the User Token.

    • If you already have an Admin Console connection, select it from the options shown.

  2.  Select one of the following sets of records:

    • Access

    • Apps

    • Audit logs

    • Connected tables

    • Pipelines

    • Realm users (only available for realms with multiple accounts)

    • Users (only available for realms with a single account)

    • User tokens

    Note

    If a connected table for a set of records has already been created, it states the app where that table resides and the connection owner.

View, test, or delete your connections

To view details about your connection and test, change, or delete connections, click the user dropdown on the global bar, then click Profile. Your connections display in the My Connections area.

View connected table details and history

To view Details about your connected table, including the connected service, connection owner, connected fields, filter, and schedule for the connected table, access the data connection settings in Table Settings. You can also view a History of recent refreshes and edit the connected table filter, refresh schedule, or switch to use a different connection.

Calculations used in displays

Any conversions of the bytes in a connected field need to use base 2 (binary, 1024) and not base 10 (decimal, 1000).

Limits

  • One Admin Console connected table for each type.

  • Connected tables using the Access source cannot be synced hourly.

  • Deactivated users aren't included in the results of the Admin Console Users and Access sources. Denied users aren't included in the results of the Access source. However, connected tables where the connection owner is denied or deactivated are included in the results of the Connected Tables source.

  • If a connected table was created in an account that is now inactive, it isn’t included in the Connected Tables results.

  • The source fields only apply to connected tables when another Quickbase table is the source. For example, the source fields are empty if the source is Salesforce, QuickBooks, or Gmail.

Integrate with Governance Core apps

Admin Console-connected tables can be used to power Quickbase's Governance Core apps. These apps streamline governance by creating a centralized location for all Admin Console-connected tables. Learn more about optimizing connected tables

Install the GCA Instructions app from the Exchange to view instructions on creating the Admin Console Sync Hub, which warehouse your connected tables.

To install the GCA instructions app:

  1. Go to the Exchange from the global navigation menu

  2. Search for GCA Instructions, and then select Install

  3. Name your app and select Install

  4. Follow the instructions to construct the Governance Core Apps

Fields available in the Admin console connected tables

Access table

This table allows you to bring in both users and apps information so you can report on which apps users have access to.

Field

Description

Key

Unique identifier for the access record

User ID

Identifier for the user associated with the record

App ID

Identifier for the application that the user accessed or managed

Last Accessed

The most recent date and time the user accessed the application

App-Level Permission

Permission level assigned to the user within the application

Account ID

Identifier for the Quickbase account the user belongs to

Apps table

This table includes all applications in the realm.

Field

Description

ID

Unique identifier for each application or user

Application Name

The name of the application

Open To Internet

Indicates whether the application is accessible over the internet

Tables

The number of tables within the application

App Create Date

The date the application was created

Application Size (Bytes)

The total storage size occupied by the application, measured in bytes

API Count

The number of API requests made to the application

Attachment Size (Bytes)

The total size of file attachments within the application, measured in bytes

Manager UID

The user ID of the manager responsible for the application

Groups

The number of groups associated with the application

Last Modified

The date and time when the application was last modified

Manager Status

Indicates the status of the application manager

# of users with any access

The total number of users with any level of access to the application

# of users with direct access

The number of users with direct access permissions to the application

Last Access

The date and time when the application was last accessed by a user

Mobile offline enabled

Indicates whether the application supports offline access on mobile devices

Data change logs enabled

Indicates if logging of data changes is enabled

Sandbox required

Indicates whether a sandbox environment is required for the application

Sandbox enabled

Indicates if the sandbox environment is currently enabled for the application

Account ID

Identifier for the Quickbase account the user belongs to

Audit logs table

This table contains audit logs for the realm. Audit log data is only available for full days in the past, and does not include data for the current day. Audit logs related to login events, API events, user events and activity, and record events are excluded from this table. Refer to the Audit Log Library to find out which specific actions are included.

At the time of set up, audit logs are available for up to 3 days in the past. To refresh the Audit Logs table without error, you must assign the user token used for the Admin Console connection to the app where the connected table resides. Data can be refreshed daily or manually. If a manual refresh hasn’t been performed within the past 3 days, only data for the last 3 days is returned.

Important

Once 95% of the table size limit (500MB) is reached, data is automatically purged from the oldest 3 days of audit log events.

Field

Description

Log ID

Unique identifier of the audit log

First name

User’s first name

Last name

User’s last name

Email address

User’s email address

Action

What action was taken, such as log in, create app, report access, or table search

Time

The exact time the action was taken, including date, and time with hour, minutes and seconds. Time zone is displayed in UTC in connected tables.

IP

The IP address the action was taken from

User agent

The browser and OS the action was taken from

Session info

The Session ID associated with a user’s browsing session on a particular device (which resets when the session expires), or a short snippet of the User Token, which is used for compatible API calls

Description

A description of the action that occurred.

View examples of descriptions in the Audit Log Library.

Resource URL

A link to the resource that was accessed or changed

Application

UI for user interface or API for an API call

User ID

Unique identifier for the user associated with the record

Payload changes

Details the record changes, if there are any

Connected Tables table

This table includes all connected tables that exist in the realm.

Field

Description

Source Table Name

The name of the table in the source application

Source Table ID

The unique identifier for the source table

Source App Name

The name of the source application containing the table

Source App ID

The unique identifier for the source application

Source App Manager ID

The user ID of the manager responsible for the source application

Source Realm ID

The unique identifier for the realm containing the source application

Source Account ID

The account ID associated with the source application

Destination Table Name

The name of the table in the destination application

Destination Table ID

The unique identifier for the destination table

Destination App Name

The name of the destination application containing the table

Destination App ID

The unique identifier for the destination application

Destination App Manager ID

The user ID of the manager responsible for the destination application

Destination Realm ID

The unique identifier for the realm containing the destination application

Destination Account ID

The account ID associated with the destination application

Connection Name

The name of the connection between the source and destination tables

Connection Owner ID

The user ID of the person who owns the connection

Last Refreshed

The most recent date and time the connection was refreshed

Data Source

Indicates the origin or type of data source used in the connection

Pipelines table

This table includes all Pipelines within the realm.

Field

Description

User ID

Identifier for the user associated with the record

Pipeline ID

The unique identifier for the pipeline

Description

A description of the pipeline's function or purpose

Pipeline Trigger Type

Specifies the type of trigger that activates the pipeline (e.g., schedule-based, event-based)

State

The current state or status of the pipeline (e.g., active, paused)

Last Triggered

The date and time when the pipeline was last triggered

Pipeline Name

The name of the pipeline

App IDs

The identifier of the apps used in the pipeline

Tables and fields

Tables and fields used in the pipeline

Channels

Channels used in the pipeline

Last Modified

Date the pipeline was last updated

Successful runs (last 24 hours)

Successful pipeline runs from the last 24 hours

Unsuccessful runs (last 24 hours)

Unsuccessful pipeline runs from the last 24 hours

Tags

Tags used in the pipeline

Quickbase Authentication (User Token, Simple Auth or Mixed)

The authentication method used for the pipeline

Realm users table

This table includes all users in the realm, excluding deactivated users. It is only available for realms that have multiple accounts. Realms with a single account can connect to the Users table instead. 

Field

Description

Account User ID

The combined Account ID and ID used as a unique identifier

Account ID

Identifier for the Quickbase account the user belongs to

ID

Unique identifier of the user

First Name

The user's first name

Last Name

The user's last name

Email

The user's email address

Username

The username associated with the user's account

Last Access

The date and time when the application was last accessed by a user

Access Status

Indicates the current access status of the user (e.g., active, suspended)

Can Create Apps

Indicates whether the user has permission to create applications

In Realm Company

Specifies if the user is part of a company within the realm

Realm Approved

Indicates whether the user is approved in the realm

Number of Groups

The number of groups the user belongs to

Number of Groups Managed

The number of groups the user manages

Realm Admin

Indicates if the user has realm-level administrative privileges

Realm Registration Status

Specifies the user's registration status in the realm

External Auth ID

The external authentication ID associated with the user

Account Admin

Indicates if the user has account-level administrative privileges

Super User

Indicates if the user has elevated privileges beyond normal users

Receive security question reset requests

Specifies if the user receives requests to reset security questions

# of apps managed

The number of applications managed by the user

Pipelines create permission

Indicates if the user has permission to create pipelines

App Admin

Indicates if the user has administrative privileges within applications

Can Create Tokens

Indicates if the user can create authentication tokens

Access to Solutions

Specifies the user's level of access to pre-configured solutions

Authentication

Indicates the authentication method used for the user

Service Account

The name of the service account

Service Account Assigned Users

The users assigned to the service account

Users table

This table includes all users in the realm, excluding deactivated users. It is only available for realms that have a single account. Realms with multiple accounts can connect to the Realm users table instead. 

Field

Description

ID

Unique identifier of the user

First Name

The user's first name

Last Name

The user's last name

Email

The user's email address

Username

The username associated with the user's account

Last Access

The date and time when the application was last accessed by a user

Access Status

Indicates the current access status of the user (e.g., active, suspended)

Can Create Apps

Indicates whether the user has permission to create applications

In Realm Company

Specifies if the user is part of a company within the realm

Realm Approved

Indicates whether the user is approved in the realm

Number of Groups

The number of groups the user belongs to

Number of Groups Managed

The number of groups the user manages

Realm Admin

Indicates if the user has realm-level administrative privileges

Realm Registration Status

Specifies the user's registration status in the realm

External Auth ID

The external authentication ID associated with the user

Account Admin

Indicates if the user has account-level administrative privileges

Super User

Indicates if the user has elevated privileges beyond normal users

Receive security question reset requests

Specifies if the user receives requests to reset security questions

# of apps managed

The number of applications managed by the user

Pipelines create permission

Indicates if the user has permission to create pipelines

App Admin

Indicates if the user has administrative privileges within applications

Can Create Tokens

Indicates if the user can create authentication tokens

Access to Solutions

Specifies the user's level of access to pre-configured solutions

Authentication

Indicates the authentication method used for the user

Service Account

The name of the service account

Service Account Assigned Users

The users assigned to the service account

User tokens table

This table contains all user tokens created within the realm.

Field

Description

Token ID

The unique identifier for each token

Token Name

The name of the token

Description

A description of the pipeline's function or purpose

Owner First Name

The first name of the token's owner

Owner Last Name

The last name of the token's owner

Owner Email

The email address of the token's owner

Token Date Created

The date the token was created

Last Used

The most recent date and time the token was used

Active

Indicates whether the token is active

App Names

The names of the applications associated with the token

App IDs

The unique identifiers of the applications associated with the token

# of Apps

The number of applications associated with the token

Owner User ID

The user ID of the token's owner

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