Forum Discussion

JordanBeatty's avatar
Qrew Member
3 years ago

Lock down a record access based on user group

I am not referring to seeing select fields inside a record.

For example, we have multiple account managers, for privacy reasons we may have to lock down each account managers clients. So you could only see the clients/records within the accounts your group is assigned to. 

Is it possible to assign a QuickBase group to our clients parent company, which are the highest level of the client data structure, and have only the people within that QuickBase group be able to see records connected to that parent company?

Kind of like Team A can only see stuff assigned to Team A, and Team B can only see stuff assigned to Team B.

Jordan Beatty

1 Reply