User Dashboard Only Access
Is there a way to give a single user access so that when they login they only see information and projects that are associated with them, without them being the record owner? For example, we have ...
Forum Discussion
To make this more simpler to manage, while you are dumping AWS data into quickbase, create a user field (lets say, client user) in your quickbase table. While pushing the data via API, push the client email address into the QB user field (client user) along with other information.
On your QB table, create a formula fields to control the permissions for users. I usually control the permissions using formula fields and then use this field in roles to give custom permissions to user role.
Example:
View allowed-Client User (Formula Text) = If [Client User] = User(), "Yes", "No")
Edit allowed-Client User (Formula Text) = If [Client User] = User(), "Yes", "No")
With formula fields you can achieve and control complex permission.
Now go to user roles and set custom permissions on
view => use View Allowed-Client User ='Yes'
Edit => use View Allowed-Client User ='Yes'
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Babi Panjikar
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On your QB table, create a formula fields to control the permissions for users. I usually control the permissions using formula fields and then use this field in roles to give custom permissions to user role.
Example:
View allowed-Client User (Formula Text) = If [Client User] = User(), "Yes", "No")
Edit allowed-Client User (Formula Text) = If [Client User] = User(), "Yes", "No")
With formula fields you can achieve and control complex permission.
Now go to user roles and set custom permissions on
view => use View Allowed-Client User ='Yes'
Edit => use View Allowed-Client User ='Yes'
------------------------------
Babi Panjikar
------------------------------