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Question

Limit access to only records pertaining to particular user

  • November 17, 2022
  • 0 replies
  • 212 views
I am importing transaction data that includes the account holder name and want to limit the view in the table to only records corresponding to their user accounts. EG, QB user johnsmith@email.com can only see records with account name JOHN SMITH. Suggestions?

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Tom Griffin
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This topic has been closed for replies.

MarkShnierYou
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no problem, just make a formula checkbox field called perhaps [Sales Rep Allowed to see?] with the logic you want  and then set Custom Role Permissions for only view where [Sales Rep Allowed to see?] is checked.

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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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Mark Shnier. Your Quickbase Coach
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