Forum Discussion

TomGriffin's avatar
TomGriffin
Qrew Member
2 years ago

Limit access to only records pertaining to particular user

I am importing transaction data that includes the account holder name and want to limit the view in the table to only records corresponding to their user accounts. EG, QB user johnsmith@email.com can only see records with account name JOHN SMITH. Suggestions?

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Tom Griffin
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Formulas and functions
roles and permissions

3 Replies

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  • MarkShnier__You's avatar
    MarkShnier__You
    Qrew #1 Challenger
    2 years ago
    no problem, just make a formula checkbox field called perhaps [Sales Rep Allowed to see?] with the logic you want  and then set Custom Role Permissions for only view where [Sales Rep Allowed to see?] is checked.

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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    • TomGriffin's avatar
      TomGriffin
      Qrew Member
      2 years ago
      Thanks for the reply but I don't see how that will accomplish my goal which is to have each user see only the transactions with their name.
       Can you elaborate some?

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      Tom Griffin
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      • MarkShnier__You's avatar
        MarkShnier__You
        Qrew #1 Challenger
        2 years ago
        OK, sorry, I was a bit light on details, huh? 
        Try this as a formula checkbox field type 

        Upper(UserToName(user()))= Upper([Account Name])

        That should work assuming that the name that the users have respectively registered within Quickbase does exactly match the spelling of their name in the [Account Name] field.  

        Post back if you have a problem.

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        Mark Shnier (Your Quickbase Coach)
        mark.shnier@gmail.com
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