Manage FastField access and permissions

This article explains how permissions in FastField relate and map to permissions in Quickbase.

Important
This functionality is only possible when Quickbase and FastField accounts are linked.

How to grant FastField access to a Quickbase user

Grant FastField access to a Quickbase user either:

In Quickbase (in the Admin Console)
In FastField (on the My Users page)

In Quickbase

In the Quickbase Admin Console on the Permissions page, select who can access FastField from Quickbase. Like other permissions in Quickbase you can either allow all users with permission to create apps or select specific users.

When someone has permission to FastField, they have access to buttons on the My Apps page and the Forms page to open FastField.

Users who are granted FastField access from QuickBase have one of three roles by default:

Quickbase role	FastField default role	FastField permissions
Account or realm admin	Administrator	Create and edit users Manage account settings
Any role with permission to create apps but not an admin	Builder	Create forms Update, download, and delete lists
All other roles	Collector	Fill out and submit forms Access libraries dispatched to them

To give permission to a specific user:

In Quickbase, open the Admin Console and go to Permissions.
Under Permitted users and groups, add the user.
This adds them to the table at the end of the page.
Turn on the FastField access toggle.
This gives them permission to see the buttons and access FastField.

Permitted users can then access FastField different ways:

Select FastField from the main navigation menu.
Select Open FastField on the My Apps page in Quickbase.
Select Log in with Quickbase when logging in to the FastField mobile app.

In FastField

In FastField, go to Team > My Users and select + New User.
On the General tab, enter the user’s Quickbase email address, First Name, and Last Name. Set the Enabled toggle to ON.
Go to the Roles tab and toggle on the roles to assign to the user. You can also assign the user to a Form Library or User Group from this screen.
Select Save to add the user.
If an email address is not associated with an existing Quickbase user, the user is invited to create a Quickbase user and set a password. These are the credentials they use to log in to FastField. Quickbase users created this way will not count as a billable user unless they get invited to an app.

Note
Adding users in FastField does not add them to the Permissions table in Quickbase.

FastField roles and how to set them

When a Quickbase user is granted access to FastField from within Quickbase, they are assigned a specific role by default: Administrator, Builder, or Collector. To set a user to any other role, go to the My Users page in FastField.

The following table explains FastField roles, their permissions, and how to grant that role to a Quickbase user.

Role	Permissions	How to grant to a Quickbase user
Builder	Create forms Update, download, and delete lists	In the FastField field, select All users with permission to create apps can go to FastField from Quickbase. The user you invite must have permission to create apps and shouldn't be an admin; or In the FastField field, select Specific users can go to FastField from Quickbase. The user you invite must have permissions to create apps and must not be an admin; or Set the role to Builder in the FastField My Users page
Collector	Fill out and submit forms Access libraries dispatched to them	In the FastField field, select Specific users can go to FastField from Quickbase. The user you invite must not have permissions to create apps and must not be an admin; or Set the role to Collector in the FastField My Users page
Analyst	View and download data on the submissions page View and build dashboards View data posted by collectors	Set the role in the FastField My Users page
Dispatcher	Dispatch forms to people Manage dispatches	Set the role in the FastField My Users page
Viewer	View and build dashboards	Set the role in the FastField My Users page
List Editor	Create and edit lists	Set the role in the FastField My Users page
Librarian	Access and manage libraries	Set the role in the FastField My Users page
Administrator	Create and edit users Manage account settings	In the FastField field, select All users with permission to create apps can go to FastField from Quickbase. The user you invite must be an account or realm admin; or In the FastField field, select Specific users can go to FastField from Quickbase, add a specific user to the Permitted users and groups table, and ensure the user is an account or realm admin; or Set the role to Admin in the FastField My Users page

Revoke FastField permissions

Revoking FastField permissions for users who have accessed FastField at least once can only be done in FastField. To do this:

Open the FastField Portal.
Go to Team > My Users.
Use the Actions button to delete or disable a user.

Note
Toggling off a user's access to FastField on the Quickbase Permissions page does not revoke their access to the FastField Portal. As long as they are set as active in the FastField Portal, they'll continue to be able to access FastField.