Managing Realm Users

This topic refers to functionality that is only available to accounts on the Quick Base Platform or Quick Base Unlimited plans. If you do not see the functionality described here, either your account or realm has not been configured to show it, or your account is not on one of those plans.

The Realm Directory shows you all of the users added to your realm. Your initial view of the realm directory may vary, depending on the number of users in your realm.

If you don't have a large number of users in your Realm:

You'll see an unfiltered view of the realm directory, as shown below.

On this tab, you can:

  • view user information, realm access level, and deactivation status for all realm users

  • add and remove users from the realm

  • change the access level (Approved, Guest, Denied) for one or more users

  • send an email to one or more users

  • search for a user by name or user name

  • filter the list of users by access level

  • copy, print, or save the list of users

You can also choose the Customize this list link, which will bring you to the pre-filter page described below. You should choose this option if you want to see a specific list of users on this page.

If you do have a large number of users in your Realm:

You'll see a pre-filter page, allowing you to focus on one subset of your users. The pre-filter page appears below:

Here, you can choose to see the following:

  • A list of specific users (paste in a list of email addresses into the box)

  • All users with a particular access level

When you choose a filter and click Show Users, you'll see a filtered view of the realm directory. You can also remove any filter you've set by choosing Show all users. (Note that, depending on how many users you are trying to display, you may experience performance issues.)

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