Assign Managers to a Group

Once you've created a group, Quick Base recognizes you as its manager. If you need help managing the group, you can recruit any other user (even one who's not a member of your group) to be a manager too. To do so, grant them management rights by following the instructions below.

Those ready for retirement will be happy to hear that group managers can also replace themselves. For instance, say you're leaving your company. Pass on management of your groups to a colleague by granting them management rights. Later, when appropriate, they can remove you from the group.

The process of assigning a group manager differs depending on whether you're a regular user, or a Billing Account Administrator:

To assign a manager to a group (as a regular user):
  1. Click the user dropdown on the Global bar, then click My preferences.

  2. Within the Groups I'm in box, click the name of the group to which you'd like to assign a manager.

  3. Locate the individual that you want to make a manager, then click one of the following options in the dropdown.

  4. Click Save.

To assign a manager to a group (as a Billing Account Manager):
  1. Access the Manage Billing Account page.

  2. Click the Groups tab.

  3. Click the name of the group to which you want to assign a manager.

    Note: You can only modify groups that you manage unless you are the account admin.

  4. Locate the individual that you want to make a manager, then click one of the following options in the dropdown.

  5. Click Save.

 

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