Data Classification

Data Classification is defined as a process for labeling and grouping data. Classifying data into appropriate categories can be used as a key practice for risk mitigation and an effective information governance and compliance strategy, easily letting customers know where sensitive information exists in your Quick Base applications. As a Realm Administrator, you have the ability to customize your Data Classifications list in order to appropriately label the types of data you have across your Quick Base applications. Your users and builders will have the ability to see the data labels and associated descriptions when they access any classified application. See Feature availability to check if your account will have Data Classification feature access.

We recommend you modify the pre-set list and customize these labels as you see fit. Your labels will depend on your industry and data stored in Quick Base. By default, applications will not be labeled with any classification until modified by the Realm Administrator. Administrators can categorize applications by data type and level of security necessary inside of Quick Base Admin Console.

Turn on Data Classification:

Realm Administrators will be the only group that can turn on Data Classification.
Note: This is only available for customers in our Platform or above plans - please upgrade to Platform to access functionality

  1. On the My apps page, go to your Admin Console.

  2. Select the Policies tab, if you are using the original experience, or the Policies option on the left in the new viewing experience.

  3. Scroll to the bottom and in the Data Classification section, check the box for Display data classification label for apps. It is now immediately available to use.

    When you first go into Data Classification, you will be provided a check box to turn the feature on or off and a list of pre-set options that can be modified, deleted, or added to. These defaults include: BLANK (no label), Public, Internal Only, Confidential.


Classifying and describing your data

With the option for Data Classification turned on in the previous steps, you can immediately start to create classifications that fit your needs.

  1. Click on the Add classification button and fill in the Name (required) and description.

  2. Click the Create Classification button and you will be brought back to the Policies page. Simply click the Add classification button again to continue adding more classifications.
    Note: We recommend that the descriptions include instructions to users and builders about the type of data and what the label means. Builders and users will see both the data label and the description when they access the application.

  1. When you are done adding, click Save.

Assigning a Data Classification to applications

Not all applications need to be tagged with a data label and those applications that don't can use the BLANK (no label) option and nothing will appear for the builders and users when they access the application.

Note: To see the Data Classification column in your app, you must be using the new viewing experience. Click the link at the top to switch.

  1. While on the Policies tab in the Admin Console, using the new viewing experience, select Apps on the left (not Apps Old).

  2. In the columns of your app, you will now have a column for Data Classification with a drop down.

  3. Select from the drop down, select the appropriate classification and you're done.

  4. Go back to your app and you should see a new icon on the right with the classification you selected.

Feature availability:

Basic Data Classification:

  • is not available to Premier accounts and cannot be purchased as an add-on.

  • is available to Platform accounts by default.

Related topics: