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AndrewPatricio1's avatar
AndrewPatricio1
Qrew Member
22 days ago

Reporting/managing users for realm

We have 300+ client orgs with multiple users of our QB realm per org and need to ensure only authorized users access the system.   We know that across our 3000+ users, there are some who are no longer with their organizations but yet still have access since the password is managed by QB.  

In the long term we're going to be moving to using Okta and integrating with our partner org IDPs.  But for now I want to know if there is a way to use the QB API to download reports of users automatically and send those out to the client orgs on a periodic basis so that old users can be removed.  

Maybe starting with this call:  https://developer.quickbase.com/operation/getUsers  And then iterating.   Is this feasible?  Any other ideas for managing users from so many different external orgs?

 

  • I suggest that you make a Connected Sync connection to the "Admin Console", and bring in everything that they offer.  You should  be able to bring in a table of all your Users and then connect that to a very useful table for you which is User App access.  The User table will be set up in a relationship as a Parent because it has the user name and email. Then the child table is User App Access which conveniently has the last date and time per user per app that they accessed the app. 

    Sounds like just what you need.