Create New Record Button Only Works for Admins

  • 0
  • 1
  • Question
  • Updated 2 months ago
  • Answered
Hi all,
I'm very new to QB. I have inherited a simple app. We have a button on a dashboard to create a new record in a table. But a user with any role other than Admin (from the User Roles) gets an access denied error message when they click the button. If I make that same person an Admin, they can create a new record without issue. 

There are 2 forms for that table: "quick entry" and "main form". When defining how roles use the forms, all roles are defined the same way: Add is set to quick entry form and View/Edit is set to the main form. 

Other notes: I don't have full/create authorization in QB and am not the official App Owner. I have full admin access but I am finding there are some things I can't do. I've requested access but I don't have it yet. In the mean time, I really need to get this button working and I am hoping you all can help me. Thanks so much in advance!
Photo of Meagan

Meagan

  • 102 Points 100 badge 2x thumb

Posted 2 months ago

  • 0
  • 1
Photo of Austin (DCPS)

Austin (DCPS)

  • 32 Points
You will want to visit the access page for the table, under settings. Make sure that both roles have the green checkbox highlighted under the 'Add' column.
Photo of Meagan

Meagan

  • 102 Points 100 badge 2x thumb
Well, that was easy!!! Thanks so much!