Edit a Custom Rule

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.

Custom rules let you use application content to set access permissions.

To edit a custom rule:
  1. Choose Users from the Table bar, then click Manage Roles on the Page bar.

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

  3. Click the Permissions tab.

  4. Locate the table for which you want to set access permissions.

  5. Within the View or Modify column that displays Custom Rule, click the Edit icon .

  6. Make the necessary changes, and then click Save.

Note: Custom rules are not persistent. If you define a custom rule and then switch to another permission level, your custom rule settings disappear. You can't "switch back" to the custom rule you previously defined. You must define the custom rule again.

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