Who can use the Extensions Portal, what each role can do, and how to invite and manage people.
How your company gets access
When your company subscribes to Quickbase Extensions, your company's main contact is set up as the Client Admin and gets an invitation email from notify@quickbase.com.
The Client Admin, or any Admin, then invites everyone else from the Users page.
You can only sign in after you've been invited. Use Sign in with Quickbase with the same email address the invitation was sent to.
Roles
You have a role for each company you belong to. You can have a different role in each one.
Role | Who it's for | What they can open |
|---|---|---|
Client Admin | Your company's main portal administrator, set up with your subscription. There's one per company. | Everything: My Extensions, Browse Extensions, Users, and Client Credentials. |
Admin | People who set up extensions and manage users. | My Extensions, Browse Extensions, and Users. |
User | People who only need to see your extensions. | My Extensions and Browse Extensions. |
QSP admin | A Quickbase partner who manages several customers. | The same as an Admin, for each of the partner's customers. |
When you invite someone, you choose Admin or User. The Client Admin role comes with your subscription, and QSP admin access comes with your Quickbase partner.
If you open a page your role doesn't include, you see Access Denied.
The Users page
Available to: Client Admin, Admin, QSP admin.
Select Users in the left menu. The page lists everyone in the current company, with their Name, Role, Email, and Last Login Date.
Filter (filter icon): type a role or part of an email address, then select Search. Separate several terms with commas. Reset clears the filter.
Export: downloads the whole list as users.csv.
Invite someone
Select Invite User.
Enter First Name, Last Name, and Email, and choose a role.
Select Invite.
The person gets an invitation email from notify@quickbase.com. It links to the portal and asks them to sign in with their Quickbase account.
You invite one person at a time.
If the person already uses the portal for another company, they're added to yours with the role you chose. They keep their access to their other companies.
Change a role, re-send an invitation, or remove someone
Use the icons in the Actions column:
Edit permissions (pencil): choose the new role, then save.
Re-send invite (envelope): emails a link to set a portal password. The link works only until the person signs in for the first time. After they open it, they have 6 hours to set the password.
Remove user: after you confirm with Yes, the person loses access to this company. If they belong to other companies, they keep access there.
The Client Admin can't be edited or removed from this page.
If something goes wrong
For sign-in, invitation, and user messages and what to do about them, see Extensions Portal messages and troubleshooting.