Managing Users with Access

The Users with Access tab shows you all of the users that have access to any of the applications in your account. Your initial view of the Users with Access tab will vary depending on the number of application users in your account.

To open the Users with Access tab:
  1. Access the Manage Billing Account page.

  2. Click the Users with Access tab to do any of the following tasks:

    • Grant users permission to create applications in your account.

    • Add users to the Deny list, to remove their ability to access any application in your account.

    • Change a user's First name, Last name, User name, or Email address. Learn how.

    • Send email to users you select on the Users with Access tab.

  3. Click Customize this list to see a list of specific users, using their email addresses, or if you want to apply two filters to your user list.

  4. Export, copy, or print the list of users.

  5. If there are a small number of application users in your account, an unfiltered view of the tab appears, as shown below:

    Users with Access dialog

    If there are a large number of application users in your account, a pre-filter page appears in the tab as shown below:

  6. Select any of the following filters on the pre-filter page to find a subset of your users:

    • Show users based on email addresses – A list of specific users (here, you paste in a list of email addresses)

    • Show users based on user status – All users with a particular status

    • Show users based on company membership – Only those users who belong (or who do not belong) to your company. Note that this option appears only if your company and associated email domains have been registered with Quick Base.

    • Show all users – Displays all users.

      Note: Depending on how many application users are in your account, you may experience some performance issues.

  7. At the bottom of the pre-filter page, click Show Users to display the subset of users that you want on the Users with Access tab, then perform Step 3 on the subset of users.

Edit User Info

You can change a user's First name, Last name, User name, or Email.

  1. Click a hyperlinked user name.

    Note: You can't edit user info for accounts that use single sign-on (that have LDAP/SAML enabled), or for users designated as "not in company". To use this feature, the account/realm must be tied to the company, and the user that is editing as well as the user being edited must have an email address that belongs to the company. Names that don't meet these conditions will not be linked.

  2. Change First name, Last name, or Email address.

  3. Click Save to save changes and send out notifications that inform the user that their information has been changed.

  4. Users with Access dialog;

Notes:

  • Changing a user's info does not change their user ID, just the info displayed about them.

  • If you update an email address that puts the user in an Unverified state, the user will need to go through the verification process again.

  • User email addresses appearing as text literals (e.g., in open notifications, in logged text field entries, in formulas, or on db pages) will not be changed when you edit user information. These items will need to be manually updated in your app.

Applying two filters to the Users with Access list

You may want to apply two filters to the list. For instance, you might want to see all users in your company who are also registered. If you use the pre-filter, you can accomplish this quite easily:

  1. Start on the pre-filter page:

    • If you have a large number of users, this page displays automatically when you click Users with Access.

    • If you have already accessed the Users with Access tab, click Customize this list.

  2. Choose the first filter for your list.

    For example, if you want to see only users in your company, click Show users based on company membership, then click Show users who are in the company <yourcompanyname>.

    The Users with Access tab appears.

  3. Click the Show dropdown and choose Registered to choose the second filter in this example. Quick Base updates this list to show only users who belong to your company and who are registered.

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