Create new groups

  • 1 minute(s) read
Prev Next

Only users who can create apps can create groups. Billing Account Admins can also create groups using a different workflow. This article explains how to browse your groups and create new ones. Learn more about groups

Browse your groups

You can view all groups you belong to from the Share app with new user dialog.

To browse your groups:

  1. From the sidebar, select Users, then select Share app with new user.

  2. In the Share with a New User dialog, select the address book icon.

  3. Leave the Search box blank.

  4. From the in dropdown, select Groups.

Quickbase displays a list of all groups you belong to.

Create a new group

If you don’t see the group you need, you can create a new one.

To create a new group:

  1. From the sidebar, select Users, then select Share app with new user.

  2. In the Share with a New User dialog, select the address book icon.

  3. In the in dropdown, select Groups.

  4. Select Create a new group.

  5. Enter a group name and an optional description.
    For more information about naming groups, see Group name guidelines.

  6. Select Create Group.

The new group appears in your list of groups. You can select it to add it to your app.

Create a new group as a Billing Account Admin

Billing Account Admins can create groups from the Manage Billing Account page.

To create a new group as a Billing Account Admin:

  1. Open the Admin Console from the global navigation.

  2. Select the Groups tab.

  3. Select + New Group.

  4. Enter a group name and an optional description.

    For more information about naming groups, see Group name guidelines.

  5. Select Create Group.

The new group appears in your list of groups. You can select it to add it to your app.

Add additional users to a group

When you create a new group, it initially contains only one member—you. To add other Quickbase users to the group:

  1. Select the group from the Groups tab in the Admin Console. Or from the Users page in your app, select Share app with new user, the address book icon, filter by Groups, then select the 1 member link in the members column. This takes you to the Manage Group page.

  2. Select Add members or managers.

  3. Enter the email addresses or user names of the Quickbase users that you want to add to this group. You can also enter the names of other Quickbase groups.

  4. Select Save.