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Question

Pipeline Ownership

  • November 23, 2020
  • 0 replies
  • 146 views
We like the idea of using Pipelines, but am concerned about ownership if the person who created the Pipeline is no longer with our company or not available to make a change. I did see an answer similar to this situation regarding Automations. The response suggested created an "automation user' account and giving access to that account. Would this same solution need to used for Pipelines as well? How can someone other than the Pipeline creator gain access to a particular Pipeline?

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Amy Gosz
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MarkShnierYou
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  • MarkShnierYou
  • Quickbase Alumni
  • November 23, 2020
My understanding is that the brain trust at Quick Base know that this is an issue and have plans to improve Pipeline visibility. - seeing other builder's Pipelines.

But until then, you should be able to put in a support ticket and ask the care team to open you up to see pipelines.  Then you will see a "Switch User" icon toward the top right of that Pipelines screen.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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Mark Shnier. Your Quickbase Coach
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    • AmyGosz1
    • Quickbase Alumni
    • July 11, 2022
    We set up a generic user account specifically for creating pipelines. 3 of us have access to it so we can all see all the pipelines regardless of who built them. When we need to view pipelines for any reason, we just log in to that 'user' account.

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    Amy Gosz
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