Change the Properties of a Role

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

You can access and change a role's properties at any time. Editing the permissions connected with a particular role affects the access rights of every user or group assigned to the role.

To edit a role:
  1. On the app Home page, click Settings in the Page bar, then click Roles.

  2. Click the name of the role that you want to change.

  3. Click the Properties tab to change a role's name or description, make the desired edits, then click Save.

  4. Click the Permissions tab to change the role permissions, then change the desired settings. (See detailed instructions.)

  5. Click the User Interface tab to control the display of some interface elements, and change the settings. (Read details.)

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