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ArchiveUser's avatar
ArchiveUser
Qrew Captain
10 years ago

How do I add an app to a group?

When I click "Add" from the list of apps I'm taken to My Apps page. Then what? 

From "My Apps", I click on "Manage my billing account" > Manage Billing Account Summary tab > Groups > "The name of the group" > List Applications Accessible to this Group > Select 'Search for text in the name or description of an application' and I search for "The name of my app" > Search > Select 'Add' in Search Results > taken back to "My Apps" page.

It's like a circle. Everything in the instructions about adding an app to a group is correct right up to select 'Add' in Search Results, which takes me back to "My Apps" page and the app is not added to my group.

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    • QuickBaseCoachD's avatar
      QuickBaseCoachD
      Qrew Captain
      8 years ago
      You can contact support.  Or I do Quick Base coaching.  QuickBaseCoach.com
  • ArchiveUser's avatar
    ArchiveUser
    Qrew Captain
    8 years ago
    Yes, please. This is going off-topic now. I hope you get it figured out. Good luck.
  • JimHarrison's avatar
    JimHarrison
    Qrew Champion
    8 years ago
    This comment is three years old and there still isn't any documentation in the online help on how to add a Group to an App. One suspects the technical writes were all forced to walk the plank for demanding too much soup. 
    • QuickBaseCoachD's avatar
      QuickBaseCoachD
      Qrew Captain
      8 years ago
      Jim,
      I'm not sure what exactly your question is, but to add a Group to an App, you just go to
      • Users
      • Share App with New User
      • Click the Book icon to the left of the input box
      • Set the drop down to Groups and you will see a list of all groups that you have access to see.
      • Search for your group and click it to drop it down to be selected, and the continue and select a Role to slot that Group into.
    • ArchiveUser's avatar
      ArchiveUser
      Qrew Captain
      8 years ago
      Thank you. I figured it out years ago and it is exactly a you indicate with the 5 bullets.
    • JimHarrison's avatar
      JimHarrison
      Qrew Champion
      8 years ago
      Coach - You're right but it's still not in the documentation. How long did it take to type that? I'm not asking a question, I'm making a point that the documentation is failing to keep up with the Application.

      Here's what I have so far, hope it helps others.
      • App creators can make Groups
      • Use for granting Access, Permissions & Notifications
      • Adding users to a group doesn't Invite them to the app, you have to tell them by sending a link
      • Adding a group to a notification, Browse Users, Select Group Name, user names appear and can be added individually. Still have to manage manually, no real benefit.
      • You can provision users before they register
      • Reading the Help it is not apparent how to add an App to the group. Turns out you invite the group to the App. The role is assigned when you add group to App.
      • Administrative Assistant Group - Administrative Assistant Role
      • Administrator Group - Administrator Role 
      • Create one Group per Role, add users to the group, this adds user to all Apps where group exists, instead of inviting user to each app one at a time.
      Next Steps:
      • Define roles
      • Use API to Add, Modify or Delete roles in App
      • Write script for each Role