Forum Discussion

AdamParker's avatar
AdamParker
Qrew Trainee
5 years ago

Pipeline viewing across team members - permissions issue?

I have created pipelines that I want other app admins to be able to view and edit. 

When they go to the Pipelines page, they do not see the ones I created. 

I can't seem to find any user role/permission to change this. 

Anyone else come across this? Or know how to share these Pipelines within an app?

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Adam Parker
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Pipelines
  • DonLarson's avatar
    DonLarson
    Qrew Elite
    5 years ago
    Adam,

    I put in a support case on this last month.   Other users have to impersonate you in order to see the pipeline.


    My customer was very upset that they are effectively blind to the Pipelines that we build.



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    Don Larson
    Paasporter
    Westlake OH
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    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      5 years ago
      Don, Is it clear to you under what circumstances you get to see that Option for Switch to Other User?   I have access to Realms accounts where I am listed with full Permissions for the Realm even with "Full Management" under the account Permissions tab, yet I cannot see that option to Switch to Another User on the Pipelines screen.

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      Mark Shnier (YQC)
      Quick Base Solution Provider
      Your Quick Base Coach
      http://QuickBaseCoach.com
      mark.shnier@gmail.com
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      • DonLarson's avatar
        DonLarson
        Qrew Elite
        5 years ago
        Mark,

        There is one more layer of permissions in the Realm explicitly to Manage Pipelines.


        I believe that is the key to being able to change User while in Pipelines and see the ones that the other Users have created. 


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        Don Larson
        Paasporter
        Westlake OH
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    • AdamParker's avatar
      AdamParker
      Qrew Trainee
      5 years ago
      Don, 

      Thank you for the help. I'm in a similar situation with a client. 

      I'm going to need to recreate these under the client's admin I suppose. 



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      Adam Parker
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        5 years ago
        Surprisingly even under my client's userid, I was not able to see the extra checkbox to allow me to see all Pipelines. When I go to that "Permissions Page", that column briefly flashes and then hides.  So Customer Care turned on the switch for me.



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        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        mark.shnier@gmail.com
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