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Testing user roles and access

  • 1.  Testing user roles and access

    Posted 05-10-2017 18:45
    When setting up and testing user roles, is it better to test as the role or as a user.

    In this instance I have five roles setup, but also have multiple users assigned to the role or location. I seem to notice that when I test as the role, I see no data but when I test as a single user reports are populated. Is this an access setup issue or just a quirk in QuickBase.


  • 2.  RE: Testing user roles and access

    Posted 05-10-2017 19:11
    I suggest testing as User as that will give the best representation of the real user experience.  If the "role" has no results, it can be because the permissions are set, for example like where the user is the [Record Owner] or the user is the Project Manager.


  • 3.  RE: Testing user roles and access

    Posted 05-10-2017 19:13
    Thanks Mark