Managing your User Access and Apps

As an Account Admin you have access to the Account Summary page in your Admin Console. This is your command center; a place where you can manage your users, apps, and admins.

1.	Managing Users
2.	View and edit user info
3.	User settings, app access & groups
4.	Denying a User Access
5.	Managing Apps
6.	Managing Admins
7.	Further Resources

Managing Users

From your Account Summary page, you can manage users from your Users tab in the menu bar to the left. On this page you can manage the users that have access to your account. This includes being able to search and filter through these users, assign specific permissions to a user, view their user information, and deny a user access to your account.

View and edit user information

To view more information on a user you can click anywhere on the user’s entry and open their User Info panel. This panel lets you view and edit information for an individual user.

The User Info panel organizes user information by three tabs:
Settings, Apps, and Groups

Settings:
Use this tab to view and edit the following information:

A user's first name, last name, email, and Quickbase username
Access Status
Permissions for
- Account admin, including whether the admin is support level or full management, and whether the user will receive security Q&A reset requests
- Creating apps (if you have chosen to restrict who can create apps in your account)
- If the user is Realm Approved

Apps:
Use this tab to view or search a list of apps for the user. The apps listed in the table are linked so that clicking an app name opens the Application Info page for that app.

Groups:
Use this tab to view or search a list of groups that include the user. Click the group name to open the Manage Group page for that group.

Denying a User

To remove a user’s access to your account you can mark a user as Denied. This blocks them from signing into your account and any apps they had previously been invited to. It also means they cannot be invited to any other apps in your account while denied.

To deny a user:

Locate the user in your User tab whose access you want to deny.
Tip: You can search for users by first name, last name, username, and email address. You can filter the list based on user status and can sort the list by any column by clicking the column header.
Select the check box next to the user(s) you want to deny access.
Click Deny above the user table. You will see a confirmation window asking if you want to deny the user
If you would like to deny a user and remove their name from user groups, click Deny & remove from user group. If you would like to deny users but keep their names in groups they have been added to, simply click the Deny option.

Tip: You can also follow these steps to restore a user’s access by selecting UNDENY above the user table. This will allow the user to access any apps they still have permission to access again and to be invited to apps in your account once more.

Managing Apps

From your Account Summary page you can find a list of all the apps on your account by selecting the Accounts tab. This list contains all the apps on your account and statistics on their size, when they were created and last accessed, and who their current App Manager is.

From the Apps page, realm and account admins can:

View and sort app information
View more detail about the app manager
Enable an app for data change logs
View more detail and usage statistics for an app
Export a list of your apps and their stats
Search for a specific app in the list
Delete an app from the account

Managing Admins

On your Account Summary page, you can find a section labeled Permissions in the menu bar to the left. This page is where you can manage users who should have admin permissions in your Quickbase account. There are also several other important permissions you can apply from this page to help you manage who on your account can build applications and integrations on your account.

Manage your Admins

Head to the section labeled Permitted users and groups on the Permissions page. You will be given a list of all of your current users or groups with who have specific permissions. From this list you are able to edit these permissions for each user.

If you don't see the user you are looking for you can click the Add user, group, or email domain group button. This will open a User Picker window to select the users or groups that need to be added to the list of the users on your account.

Tip: For a user to appear in your User Picker they must have been added to your account as a User.
Learn more about adding users to your account here

Once you find the user(s) you would like to edit, you can do so by:

Set Manage Account permissions to Full Management or Support for the user you're granting administrative rights or No to remove access their account admin rights.
- Select Support-level if you want to let this person manage most aspects of your account, but do NOT want them to be able to change your billing plan or control administrative access permissions (like the ability to create and control the powers of other administrators as discussed in this topic).
- Select Full Management if you want to grant the person ALL administrative rights. Doing so gives the user all the abilities and power you have as the Billing Account Administrator. This includes the ability to control your access rights and any other account-level permission settings.
- Select No if this user should not be an account admin but should be granted other account-level permissions like access to app creation or pipelines.
Note: when you make changes, they are saved immediately.

Tip: We recommend having at least TWO Full Management Admins on your account to help cover for vacations, leaves, or changes to your team without interruption as only full management account admins can access a number of important account settings and make billing changes.

Further Resources

Updated 8 hours ago

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