About Roles

This topic refers to functionality that is not available to accounts on the Quick Base Essential plan. If the functionality described here does not match what you're seeing in Quick Base, your account is probably on this plan.

Note: If your account is on the Quick Base Essential plan, please see the About Roles (Quick Base Essential plan) topic for more information.

Your app likely has a variety of users who need different levels access to your information. For example, your app may track car sales at your auto dealership. A sales person needs to be able to add and edit records to change pricing and special feature information. The Service department needs to view when a car is purchased so they can get it ready for the customer, but they don’t need to see the purchase price or the sales commission.

To set these different levels of access, use Quick Base Roles. When you share an app with other users, you also assign roles. You can also gather users together in a group and assign a role to that group. The role you assign determines what a user can see and do within the app.

Built-in roles

When you create an app, Quick Base creates three roles automatically. These roles are usually Viewer, Participant, and Administrator. However, if you use an app from Quick Base Exchange, the default role names may be different. You can use any of these existing roles,change them to suit your needs, or create your own custom roles from scratch.

The default role

When you edit roles in an app, you can set one role as the default role. The default role is the one that is initially selected when you:

What you can control through roles

Each role has its own set of access permissions, or properties, that you define. By creating and configuring roles, you can:

Note: It's possible for a user to have more than one role within an application. (Read more.)

What about the ability to create apps?

The ability to create apps is not governed by any of the permissions you set up in roles. Permissions assigned to roles are specific to the app. Therefore, you cannot give someone the permissions required to create apps using a role. Billing Account Administrators assign permission to create apps to users on the Manage Billing Account page.

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