---
title: "Create a custom access rule"
slug: "create-a-custom-access-rule"
updated: 2026-04-29T16:49:48Z
published: 2026-04-29T16:49:48Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.quickbase.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a custom access rule

How do you control access to a specific record in your application? How do you limit a user's modify rights to include only those records where they are the user in the **Assigned to** field?

Custom rules give you the fine-tuning necessary to control access at this level. Create a custom rule when you want to use data from records to control permissions access. For example, you can create a rule that lets users see only those records where their own company is listed in the **Client** field. When users to whom you assign this role open any report, they can only view those records that match the specified criteria. You set custom rules within the **View** and **Modify** properties of a role.

To create a custom rule:

1. Choose **Users** from the **Table bar**, then select **Manage Roles** on the **Page bar**.
2. Select the name of the role that you want to change or [create a new role](/v1/docs/create-a-new-role).
3. Select the **Permissions** tab.
4. Locate the table for which you want to set the rule and select **Custom Rule** from the dropdown in the table's **View** or **Modify** column.
5. Select the field to which you want to apply the custom rule.
6. Enter one or more filter criteria to select the records for the custom rule.
7. To apply your custom rule to another field or to delete a field, hover your mouse over the field dropdown. Plus and minus sign icons appear to the right of the field. Use the plus sign (![plus sign icon](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/plusicon(3).png)) icon to add another line of filter criteria. Use the minus sign (![minus sign icon](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/minusicon(2).png)) icon to delete the current line.
8. Select **Save**.

> [!NOTE]
> Note: Custom rules are not persistent. In other words, if you define a custom rule and then select another permission level within the role's **View** or **Modify** properties, your custom rule settings disappear. You can't "switch back" to the custom rule you previously defined. You must start from scratch and define the custom rule again.