can we assign multiple role to a single user or client.

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pooja

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Posted 5 years ago

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QuickBaseCoach App Dev./Training, Champion

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Yes. Users may be assigned to multiple Roles. The system will give the most access possible based on all the Roles the use is assigned to.
The User Interface will follow the Role which is "highest" on the list of Roles.

Form rules based in Roles will still apply.
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Teresa

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How is it done?
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QuickBaseCoach App Dev./Training, Champion

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Just invite the user to the app again.  You don't have to actually trigger the email, but just look for the Green Add new user button and add them twice or thrice, or more.
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Ursula Ll

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Is this still the best possible way of designating multiple roles for a single user?
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QuickBaseCoach App Dev./Training, Champion

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Yes. You invite the User to the app again. You don't have to trigger the email invitation though. Just add then again to the app.
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Ursula Ll

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great, thank you so much, hopefully this works for what I need!
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Scott DeClaire

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How does the user change from one role to another?  Sometimes, I have to log in as Role 1 because of the home page, reports, etc. and sometimes I have to log in as Role 2 for the same reason.  I have setup a user as Admin and as a "Coordinator" how do they choose which role to use each time they log in?
there is no way for a user to switch from one role to another until administrator allows you to test as a role feature enable. 

As far as I know, the system only gives priority of the top role to show the dashboard i.e if you are in two roles, role 1 and role 2. So, the system will show the dashboard of the first role but, you can access all the rights of both roles.

Thanks,
Gaurav
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Scott DeClaire

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Thank you!
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ltduran

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Let's say that I have a few roles in place.

1. Manager Role - This will give managers at our stores access to managerial data
2. Front Line Role - This will give our lower level, front line employees access to lower level data
3. Store Specific Role (There will be many of these) - This will give a manager or a front line employee access to the data specified in their other role, but only for one specific store.

Does this work? If I give a manager the Manager Role and the Store Specific Role will that give them access to the managerial data at their store only?

Thanks!
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QuickBaseCoach App Dev./Training, Champion

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I strongly suggest NOT having a Role per store. There is a much better way to do that using an extra table and just one Role.

QuickBase will give th Maximum access possible based on all the Roles a useri is in.

iI suggest that you post a new question being clear about the access level you are looking for by Role, for example in your post it was not clear if managers would have access to all stores or just some stores.
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ltduran

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Thank you! I'm interested in your input. I have posted a new question under the title Roles and Permissions for Multiple Locations and Tiered Organizational Structure.
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Ryan Blackwood

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The maximum access possible is a good way of describing this.

It will give the user the highest level permissions for every record the user has access to, regardless of what level of access the user should have for that role.

So:
If you make a Record Owner Role, so users can create records
Then make a Limited Access Role, so users can view limited data on records they did not create
The User now has Record Owner permissions to all records they have access to through either Role, regardless of any restrictions.

Quickbase gives the User Record Owner permissions on all of the records they have access to through the Limited Access Role.  So basically, if you want a user to be able to create records, and have any kind of limited view to records they did not create on the same table, this is not possible through permissions.

Once you grant a user access to a record, regardless of what restrictions you put on that access, as soon as you give them another level of access to that same table, it will grant them the highest level of permissions, regardless of whether the Role applies to the particular record or not.

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