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Are reports in subscription emails constrained by the users role?

  • 1.  Are reports in subscription emails constrained by the users role?

     
    Posted 03-21-2019 14:07
    Apparently I don't use subscription email notifications much. QB help doesn't tell me, but does the report the user sees is constrained by the role permissions? I think this is true, but as an admin, my copy I see everything. I want to send a daily email to salespeople, but want them to only see their stuff, like if they accessed that report directly in QB. Seems like a silly question, but I couldn't find the answer.

    https://help.quickbase.com/user-assistance/creating_a_subscription.html">https://help.quickbase.com/user-assistance/creating_a_subscription.html">https://help.quickbase.com/user-assistance/creating_a_subscription.html



  • 2.  RE: Are reports in subscription emails constrained by the users role?

    Posted 03-26-2019 15:00
    Yes, Quick Base sends the report to the user as they would see it if they viewed the report through the UI.


  • 3.  RE: Are reports in subscription emails constrained by the users role?

     
    Posted 03-26-2019 15:33
    Thanks for the confirmation Justin. I'm turning on my new notification today.


  • 4.  RE: Are reports in subscription emails constrained by the users role?

     
    Posted 07-23-2019 13:21
    Well, come to find out that on the table I am doing this on, the role restriction of user field = current user is not constraining access, thus why I was confused about the subscription results. So, more importantly now, why is the constraint not working here. That seems very odd.


  • 5.  RE: Are reports in subscription emails constrained by the users role?

    Posted 07-23-2019 15:40
    What exactly is happening? Are they just seeing every possible record?

    The report should behave exactly as it does in QuickBase. If the report is set up to show only the current users records then when it emails them it should go off of that specific person.


  • 6.  RE: Are reports in subscription emails constrained by the users role?

     
    Posted 07-23-2019 16:01
    See note below, blowing out role restrictions with EOTI role so customers can see their data, too.


  • 7.  RE: Are reports in subscription emails constrained by the users role?

     
    Posted 07-23-2019 13:24
    Typing is therapeutic ... I realize now I also have 'everyone on the internet' role so customers can see there stuff (in another table), that is supplanting my restrictions. Dang it.