Hi Team
The solution is attached to this link, however I am just a bit confused about the last two steps in the process -
1. Custom Role Permission - where exactly is this set up? what table is this set up in/
2. One Role - "Users who are limited to their own department" where is this role created
Your expert assistance appreciated.
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Jessica Matenga
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https://community.quickbase.com/communities/community-home/digestviewer/viewthread?MessageKey=ddb9bf43-a4cb-4db0-bd0b-48e97453b911&CommunityKey=d860b0f8-6a48-487b-b346-44c47a19a804&tab=digestviewer
Question
Locking down users by company (multiple companies on one app)
This topic has been closed for replies.
+24Jessica
The essentials of the technique is this
A very powerful technique if you need to control which record users see and don't wants to have a zillion Roles - never have a lot of roles !! - is to create a table of users where the key field is the userds.
Then in your details tables make a formula User field called [Current user] with a formula of user and then make the formula User(). Then make a relationship based on that field to the userid table and look up say a field for "department".
Then make a Custom Role Permission rule that regular users may only see / edit records where [Dept] is equal to [Current User- Dept]
So then you have one Role called "Users who are limited to their own department".
So one Role covers off 100 or 1000 departments.
To answer your questions.
Custom Role Permission? Your app will have several Roles like Participant or Assessor or Building Group Manager. When you edit those Roles there is a setting under View and also under Modify for Custom Rule. If some of those Roles are to be limited by Company, then you would use the Custom Rule there.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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The essentials of the technique is this
A very powerful technique if you need to control which record users see and don't wants to have a zillion Roles - never have a lot of roles !! - is to create a table of users where the key field is the userds.
Then in your details tables make a formula User field called [Current user] with a formula of user and then make the formula User(). Then make a relationship based on that field to the userid table and look up say a field for "department".
Then make a Custom Role Permission rule that regular users may only see / edit records where [Dept] is equal to [Current User- Dept]
So then you have one Role called "Users who are limited to their own department".
So one Role covers off 100 or 1000 departments.
To answer your questions.
Custom Role Permission? Your app will have several Roles like Participant or Assessor or Building Group Manager. When you edit those Roles there is a setting under View and also under Modify for Custom Rule. If some of those Roles are to be limited by Company, then you would use the Custom Rule there.
------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
------------------------------
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