User Management in Quickbase Apps
Quickbase

User Management in Quickbase Apps

Justin
April 5, 2022
3 min read

Tips for Managing Quickbase Roles

The purpose of this guide is to cover some frequently asked questions about how to use Quickbase.

How to Change the Role of a Person in Quickbase

Changing the role of a person in Quickbase is very fast and simple — and one of the most frequent changes to a Quickbase app.

  1. Click the Users button on the table bar
    Select a Role in Quickbase

  2. Type the name of the user whose role you would like to change in the Search Users box
    Search Users in Quickbase

  3. Click on the dropdown in the Role column.

  4. Select the role you would like the user to have in the dropdown.
    Select a Role in Quickbase

How to Change the Role of a Quickbase User Who Is in a Group

You cannot change the role for a user in Quickbase directly when they are part of a membership group. You can only add additional roles, remove the group from the app, or change the user's group membership.

To change a user's group, you must have access to create applications. Once you have this access:

  1. Click on My Apps
  2. Click on Manage My Account
  3. Click Groups
  4. Click on the Group Name of the group you'd like to remove the user from
  5. Check the Remove checkbox for the user you'd like to remove from the group
  6. Click Save