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  • 1.  New Role's Home Page gets Access Needed when testing

    Posted 02-07-2021 13:34
    I have created a new Role.  This Role will have its own Home Page.  Initially, this Home Page has a single report (more to be added later).

    The report, when I display it, shows exactly what I want.  When I view the Home Page in settings, it shows the report I want.

    When I go to Manage Roles and select the Role, the list of tables currently shows for View and Modify All Records.  Add and Delete are not checked (I want users to be able to see existing data and edit records but not add new records or delete any existing records.  Fields for all tables show Full Access.

    App Level Permissions for this role are Basic.

    When I want to test, I select Test this app as A Role and select the role.  What I get is 'Access needed', You don't have permission to access that page.  When I look at Pages from App Settings, I don't see where to change the access for the Home Page.  

    I want to limit the reports and access for this Role.

    What am I missing?

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    Katherine Oakey
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  • 2.  RE: New Role's Home Page gets Access Needed when testing

    Posted 02-08-2021 08:44
    When you test as role and click on the HOME icon to go to the HOME page, what happens?

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 3.  RE: New Role's Home Page gets Access Needed when testing

    Posted 02-08-2021 10:04
    This morning it is working?

    Rather, yes it is working as expected but don't know what I was doing incorrectly before.

    The solution was updated as I wanted also :)

    Mark, I was totally overthinking how to do what I wanted.  What I'm doing now is much easier and works nicely but uses the report we'd worked on.

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    Katherine Oakey
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  • 4.  RE: New Role's Home Page gets Access Needed when testing

    Posted 02-08-2021 10:11
    If you are sitting on an admin type page like setting permissions, and change Roles using Test as Role,  then it will say that you are not allowed to be on that Permission setting page.  So just click HOME and you will get that Role's home page.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 5.  RE: New Role's Home Page gets Access Needed when testing

    Posted 02-08-2021 10:14
    Lesson learned :)

    Thank you as always!

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    Katherine Oakey
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