• 1.  Lock down a record access based on user group

    Posted 09-04-2021 17:30

    I am not referring to seeing select fields inside a record.

    For example, we have multiple account managers, for privacy reasons we may have to lock down each account managers clients. So you could only see the clients/records within the accounts your group is assigned to. 

    Is it possible to assign a QuickBase group to our clients parent company, which are the highest level of the client data structure, and have only the people within that QuickBase group be able to see records connected to that parent company?

    Kind of like Team A can only see stuff assigned to Team A, and Team B can only see stuff assigned to Team B.

    Jordan Beatty

  • 2.  RE: Lock down a record access based on user group

    Posted 09-07-2021 12:19
    Technically there is the option of doing it this way with groups: https://help.quickbase.com/user-assistance/assigning_group_records_access.html

    I remember people struggling in the past with group permissions though. I am unable to find the threads with their exact issue but this is probably something you want to try to do in a copy of your app and then test a lot to make sure it works as expected.

    Here is a thread from 2017 that describes some of the issues at the time(they may or may not have been fixed since then) and also another way to do this that is better. https://community.quickbase.com/communities/community-home/digestviewer/viewthread?MessageKey=ddb9bf43-a4cb-4db0-bd0b-48e97453b911&CommunityKey=d860b0f8-6a48-487b-b346-44c47a19a804&tab=digestviewer