Create a New 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.

When you create a new role you can give users access rights to all aspects of your application. You can also control a user's experience within your application by configuring the user interface configuring the user interface for a particular role.

To create a new role:

Tip: As you create roles, you can test them yourself to make sure that users in that role are able to see and do exactly what you want.

  1. Choose Home… on the Table bar, click SETTINGS, then click +above Roles.

  2. Enter a name and description (optional) for the role in the Role Name field.
    You can change this information on the Properties tab on the Roles page, if you need to.

  3. Click OK to create the role.

  4. Click the Permissions tab to set the access permissions for the role in any of your application tables.

  5. Click the User Interface tab, then select the user interface that users see in this role.

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