How to Restrict Data Export and Download for All Roles in Quickbase?

Question

Hi team, Hope you are doing great!

I want to configure my Quickbase app so that no user, regardless of their role, can download or export tables and reports. I’m looking for the best practices or settings to completely block these actions at the app or role level, without having to edit each report individually. Any tips or step-by-step guidance would be appreciated.

MarkShnierYou · Answer

This should be easy. Go into the first Role that you want to control.

Then User Interface.

Then click the two checkboxes at the top for "All Tables" to Hide import / export links and also save as spreadsheet. Maybe even hide email button links.

Then you can "Test as role" and confirm that you are sufficiently restricted. Then repeat the same process for every other Role, aside for maybe the admin Role

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