Associate an App Home Page with a Role

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.

All the people working in your Quick Base application probably have different jobs. Different jobs mean that they each need to see and do different things. This is true in their work day and also in your Quick Base application.

The app's Home page appears each time a user opens an application. You can create several custom Home pages. In fact, you can have a different app Home page for each role. With this feature you can deliver content that is relevant to the role each member of your team plays. For example, sales representatives need to manage their activities and opportunities, so you can provide a quick report of their scheduled calls and active leads on the Home page to keep them on the top of their game. But your research staff needs a list of tasks and the development calendar to be effective.

Tip: If users access the application on mobile devices, read tips for creating mobile-friendly Home pages.

To associate a app Home page with a role:
  1. Choose Users from the Table bar, click SETTINGS, then click Roles.

  2. Under the Role column, click the role that you want, or click + New Role to create a new role.

  3. On the Roles page, click the User Interface tab.

  1. Select the name of the Home page that you want to display for this role from the Role home page list.

    If you don't make a selection, the default Home page appears for the role. (Read how to customize an app Home page.)

  2. Click Save.

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