Forum Discussion

AndreaJohannes's avatar
AndreaJohannes
Qrew Trainee
5 years ago

need help with some roles and dashboards

Howdy,

I have a very simple application with two tables - Employees and Weeks. It is being used to track weekly % effort related to COVID-19.  I have two fields in Employees and I have made both user fields - employees and associate director. I have also created two roles - Employee and Associate Director.  I need for those in the Associate Director Role to be also be able to enter "week" information as an employee.

I am having trouble creating the permissions in the roles to allow them to both be able to see their own name in the employee dropdown when they go to add a week and also be able to see their team's entries.

When I do the permission as below my associate director is unable to choose their name from the employee dropdown when adding a week, however, they can see everything added by their direct reports.

When I do the permissions below, my associate director can choose their own name from the employee drop down when adding a week, however, they are unable to see anything (even their own entry) in the week report.

I'm not sure how to do the roles and permissions so that they are both able to choose their own name as an employee AND in weeks, see everything related to themselves and their direct reports. Any help would be very much appreciated!

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Andrea Johannes
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  • Hi Andrea,

    If you go into your role permissions dropdown you would want to pull up your View permissions and set up customer permissions. Within those permissions you would then be able to set it so they can view records where they are the user listed in associate director or when they are the user in name. You would just need to set up the two conditions as an "Any" of these conditions are true in the custom permissions. This way Associate Directors have access to both. I have an example where I had my checklist records accessible to the person who created the records as well as a finance reviewer as an example of a custom permissions like this. 


    I hope that suggestion is helpful Andrea.


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    Evan Martinez
    Community Marketing Manager
    Quick Base
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    • AndreaJohannes's avatar
      AndreaJohannes
      Qrew Trainee
      That was perfect, thank you!!

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      Andrea Johannes
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