---
title: "Custom access rule example"
slug: "custom-access-rule-example"
updated: 2026-04-27T20:07:21Z
published: 2026-04-27T20:07:21Z
canonical: "help.quickbase.com/custom-access-rule-example"
---

> ## 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.

# Custom access rule example

> *Access to this feature can change based on your Quickbase plan. Learn more about feature availability and plans in*[*Quickbase capabilities*](/v1/docs/quickbase-capabilities)*.*

Imagine that you're working in a project management application and you want to edit a role so that users can edit only those records assigned to them which are not closed. To set this up, you need to edit the existing role and apply a custom rule.

To create a custom rule:

1. Choose **Users** from the sidebar, then select **Manage Roles** on the page bar.
2. Select the name of the role that you want to change.
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 **Modify** column. For this example, you can select the Task table.
5. From the **Select a field** list, select **Assigned to**.
6. From the list of operators in the second column, select **is the current user**.
7. Move the pointer over the field you specified and select the plus sign icon that appears.

A new line appears, with another field.
8. From the **Select a field** list in the second row, select **Status**.
9. From the list of operators in the second column, select **is not equal to**.
10. From the dropdown in the third column, select **Completed**.
11. Select **Save**.

If a user with this role opens any report, the user can modify only those records that match the specified criteria.

> [!NOTE]
> Note: Custom rules are not persistent. If you define a custom rule and then switch to another permission level, your custom rule settings disappear. You can't "switch back" to the custom rule you previously defined. You must define the custom rule again.